Innovator US Equity Ultra Buffer ETF January
UJAN
83 hedge funds and large institutions have $100M invested in Innovator US Equity Ultra Buffer ETF January in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 37 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
4% more funds holding
Funds holding: 80 → 83 (+3)
0.75% more ownership
Funds ownership: 62.1% → 62.85% (+0.75%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $102M → $100M (-$1.22M)
70% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWA
Prairie Wealth Advisors
Omaha,
Nebraska
|
+$2.46M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$810K |
| 3 |
CVA
Central Valley Advisors
Sacramento,
California
|
+$476K |
| 4 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$468K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$457K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$1.9M |
| 2 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
-$1.23M |
| 3 |
Jane Street
New York
|
-$948K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$933K |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$859K |
UJAN Hedge Fund Activity: Q4 2024 in Review
83 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q4 2024, worth a combined $100M — down 1.2% from $102M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new UJAN positions and 6 closed out — a net gain of 5 holders — while 11 added to existing stakes and 37 trimmed.
The largest buyer was Prairie Wealth Advisors, opening a new position worth an estimated $2.46M. The largest seller was Tradition Wealth Management, cutting an estimated $1.9M.
- 83 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q4 2024, up from 80 in Q3 2024.
- Funds reported $100M of Innovator US Equity Ultra Buffer ETF January stock for Q4 2024, down 1.2% quarter-over-quarter.
- 11 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q4 2024 and 6 closed out, a net change of +5 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q4 2024 was Prairie Wealth Advisors, an estimated $2.46M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q4 2024 was Tradition Wealth Management, an estimated $1.9M sold.
Based on aggregated 13F filings for Q4 2024.