Innovator US Equity Ultra Buffer ETF July
UJUL
23 hedge funds and large institutions have $17.6M invested in Innovator US Equity Ultra Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 8 closing their positions.
8% less funds holding
Funds holding: 25 → 23 (-2)
8% less capital invested
Capital invested by funds: $19.2M → $17.6M (-$1.57M)
9.57% less ownership
Funds ownership: 54.39% → 44.82% (-9.6%)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.33M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.39M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$678K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$559K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$5.26M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$664K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$575K |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$523K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$268K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KCM
26
Kathmere Capital Management
Wayne,
Pennsylvania
| – | -$523K | -19,014 | Closed |
|
|
27
Wolverine Trading
Chicago,
Illinois
| – | -$268K | -9,680 | Closed |
|
28
Citadel Advisors
Miami,
Florida
| – | -$240K | -8,706 | Closed |
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$210K | -7,640 | Closed |
|
|
SSW
30
Smith Shellnut Wilson
Ridgeland,
Mississippi
| – | -$207K | -7,531 | Closed |
|
31
Koshinski Asset Management
Decatur,
Illinois
| – | -$59K | -2,145 | Closed |
|
UJUL Hedge Fund Activity: Q2 2022 in Review
23 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q2 2022, worth a combined $17.6M — down 8.2% from $19.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of UJUL and 6 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $5.33M. The largest seller was Wealthquest, cutting an estimated $5.26M.
- 23 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q2 2022, down from 25 in Q1 2022.
- Funds reported $17.6M of Innovator US Equity Ultra Buffer ETF July stock for Q2 2022, down 8.2% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q2 2022 and 8 closed out, a net change of -2 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q2 2022 was Cambridge Investment Research Advisors, an estimated $5.33M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q2 2022 was Wealthquest, an estimated $5.26M sold.
Based on aggregated 13F filings for Q2 2022.