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Innovator US Equity Ultra Buffer ETF July
UJUL

26 hedge funds and large institutions have $20.8M invested in Innovator US Equity Ultra Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more funds holding

Funds holding: 23 → 26 (+3)

6.77% more ownership

Funds ownership: 41.87% → 48.64% (+6.8%)

5% less capital invested

Capital invested by funds: $22M → $20.8M (-$1.2M)

91% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 11

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
1
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
W
Wealthquest
Ohio
+$580K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$346K
3
ACM
Avalon Capital Management
California
+$233K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$356

Top Sellers

Rank Fund Capital Flow
1
AA
Advisory Alpha
Michigan
-$1.77M
2
LJAC
L.J. Altfest & Co
New York
-$984K
3
OMC
Old Mission Capital
Illinois
-$301K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$248K
5
SSW
Smith Shellnut Wilson
Mississippi
-$67.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Advisory Alpha
Michigan
– -$1.77M -65,960 Closed
LJAC
27
L.J. Altfest & Co
New York
– -$984K -36,556 Closed
OMC
28
Old Mission Capital
Illinois
– -$301K -11,199 Closed
IFAM
29
Institutional & Family Asset Management
Colorado
– -$46K -1,725 Closed
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
– +$356 +13 New
1
2

UJUL Hedge Fund Activity: Q4 2021 in Review

26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q4 2021, worth a combined $20.8M — down 5.5% from $22M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UJUL positions and 4 closed out — a net gain of 4 holders — while 1 added to existing stakes and 11 trimmed.

The largest buyer was Wealthquest, adding an estimated $580K. The largest seller was Advisory Alpha, exiting entirely with an estimated $1.77M sold.

  • 26 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q4 2021, up from 23 in Q3 2021.
  • Funds reported $20.8M of Innovator US Equity Ultra Buffer ETF July stock for Q4 2021, down 5.5% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q4 2021 and 4 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF July buyer in Q4 2021 was Wealthquest, an estimated $580K added.
  • The largest Innovator US Equity Ultra Buffer ETF July seller in Q4 2021 was Advisory Alpha, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2021.