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Innovator US Equity Ultra Buffer ETF January

102 hedge funds and large institutions have $205M invested in Innovator US Equity Ultra Buffer ETF January in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

7% more funds holding

Funds holding: 95102 (+7)

2% more capital invested

Capital invested by funds: $202M → $205M (+$3.16M)

7.04% less ownership

Funds ownership: 85.25%78.21% (-7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
31
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$60.3M +$1.81M +46,791 +3%
TPW
2
Talon Private Wealth
Florida
$34.7M +$217K +5,610 +0.7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.18M +$75.6K +1,951 +0.9%
PCA
4
Prosperity Capital Advisors
Ohio
$7.84M +$406K +10,479 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.66M +$1.49M +38,561 +38%
SB
6
Strategic Blueprint
Georgia
$5.5M +$29.5K +762 +0.6%
CA
7
Clearstead Advisors
Ohio
$4.71M +$1.51M +38,910 +48%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.17M +$854K +22,045 +27%
Truist Financial
9
Truist Financial
North Carolina
$3.9M -$10.8K -280 -0.3%
BMM
10
Berkshire Money Management
Massachusetts
$3.23M
MOS
11
MGO One Seven
Ohio
$3.23M -$1.15M -29,654 -27%
IWM
12
IHT Wealth Management
Illinois
$3.01M -$710K -18,332 -20%
LPL Financial
13
LPL Financial
California
$2.98M +$1.85M +47,648 +184%
PWA
14
Prairie Wealth Advisors
Nebraska
$2.66M
FA
15
Fermata Advisors
California
$2.42M -$17M -438,848 -88%
Raymond James Financial
16
Raymond James Financial
Florida
$2.39M +$831K +21,458 +57%
AF
17
Allworth Financial
California
$2.15M -$59K -1,524 -3%
LF
18
Lantz Financial
Illinois
$2.13M -$968 -25 -0%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.01M +$840K +21,677 +77%
SWM
20
Spire Wealth Management
Virginia
$2M -$133K -3,428 -6%
IWM
21
IMG Wealth Management
Florida
$1.99M +$23.2K +598 +1%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.78M -$44.7K -1,155 -3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.74M +$128K +3,299 +8%
PA
24
PFG Advisors
Arizona
$1.66M -$107K -2,771 -6%
BCI
25
Brinker Capital Investments
Pennsylvania
$1.61M +$887K +22,905 +136%

UJAN Hedge Fund Activity: Q2 2025 in Review

102 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF January (UJAN) for Q2 2025, worth a combined $205M — up 1.6% from $202M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UJAN positions and 8 closed out — a net gain of 8 holders — while 31 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.85M. The largest seller was Fermata Advisors, cutting an estimated $17M.

  • 102 institutional investors held Innovator US Equity Ultra Buffer ETF January (UJAN) as of Q2 2025, up from 95 in Q1 2025.
  • Funds reported $205M of Innovator US Equity Ultra Buffer ETF January stock for Q2 2025, up 1.6% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Ultra Buffer ETF January positions in Q2 2025 and 8 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Ultra Buffer ETF January buyer in Q2 2025 was LPL Financial, an estimated $1.85M added.
  • The largest Innovator US Equity Ultra Buffer ETF January seller in Q2 2025 was Fermata Advisors, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2025.