Innovator US Equity Ultra Buffer ETF January
UJAN
96 hedge funds and large institutions have $205M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
104% more capital invested
Capital invested by funds: $100M → $205M (+$104M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
23.66% more ownership
Funds ownership: 62.85% → 86.51% (+24%)
16% more funds holding
Funds holding: 83 → 96 (+13)
3% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$54.7M |
| 2 |
TPW
Talon Private Wealth
The Villages,
Florida
|
+$33.3M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$3.62M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$3.13M |
| 5 |
LF
Lantz Financial
Naperville,
Illinois
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
-$1.62M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.58M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$385K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$268K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$251K |
UJAN Hedge Fund Activity: Q1 2025 in Review
96 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q1 2025, worth a combined $205M — up 104% from $100M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new UJAN positions and 5 closed out — a net gain of 14 holders — while 28 added to existing stakes and 29 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $54.7M. The largest seller was Fermata Advisors, cutting an estimated $1.62M.
- 96 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q1 2025, up from 83 in Q4 2024.
- Funds reported $205M of Innovator US Equity Ultra Buffer ETF January stock for Q1 2025, up 104% quarter-over-quarter.
- 19 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q1 2025 and 5 closed out, a net change of +14 holders.
- The largest Innovator US Equity Ultra Buffer ETF January buyer in Q1 2025 was Brookstone Capital Management, an estimated $54.7M added.
- The largest Innovator US Equity Ultra Buffer ETF January seller in Q1 2025 was Fermata Advisors, an estimated $1.62M sold.
Based on aggregated 13F filings for Q1 2025.