Innovator US Equity Ultra Buffer ETF July
UJUL
25 hedge funds and large institutions have $19.2M invested in Innovator US Equity Ultra Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 6 closing their positions.
5.75% more ownership
Funds ownership: 48.64% → 54.39% (+5.7%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
4% less funds holding
Funds holding: 26 → 25 (-1)
8% less capital invested
Capital invested by funds: $20.8M → $19.2M (-$1.56M)
82% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$850K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$570K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$264K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$237K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$4.34M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.88M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$528K |
| 4 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$331K |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$235K |
UJUL Hedge Fund Activity: Q1 2022 in Review
25 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q1 2022, worth a combined $19.2M — down 7.5% from $20.8M a quarter earlier.
Fund positioning in UJUL was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 2 added to existing stakes and 11 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $850K. The largest seller was Castleview Partners, cutting an estimated $4.34M.
- 25 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q1 2022, down from 26 in Q4 2021.
- Funds reported $19.2M of Innovator US Equity Ultra Buffer ETF July stock for Q1 2022, down 7.5% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q1 2022 and 6 closed out, a net change of 0 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q1 2022 was L.J. Altfest & Co, an estimated $850K added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q1 2022 was Castleview Partners, an estimated $4.34M sold.
Based on aggregated 13F filings for Q1 2022.