Innovator US Equity Ultra Buffer ETF July
UJUL
26 hedge funds and large institutions have $24.9M invested in Innovator US Equity Ultra Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
41% more capital invested
Capital invested by funds: $17.6M → $24.9M (+$7.28M)
13% more funds holding
Funds holding: 23 → 26 (+3)
2.92% less ownership
Funds ownership: 44.82% → 41.9% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$11.3M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$699K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$389K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$349K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.06M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$539K |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
-$236K |
| 4 |
JP Morgan Chase
New York
|
-$81K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$59.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NSIM
26
North Star Investment Management
Chicago,
Illinois
| $3K | – | – | – |
|
|
27
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$539K | -21,284 | Closed |
|
|
28
JP Morgan Chase
New York
| – | -$81K | -3,196 | Closed |
|
UJUL Hedge Fund Activity: Q3 2022 in Review
26 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q3 2022, worth a combined $24.9M — up 41% from $17.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UJUL positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $11.3M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.06M.
- 26 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q3 2022, up from 23 in Q2 2022.
- Funds reported $24.9M of Innovator US Equity Ultra Buffer ETF July stock for Q3 2022, up 41% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q3 2022 and 2 closed out, a net change of +3 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q3 2022 was Brookstone Capital Management, an estimated $11.3M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q3 2022 was Cambridge Investment Research Advisors, an estimated $5.06M sold.
Based on aggregated 13F filings for Q3 2022.