We are live on ! Find out more
UJUL icon

Innovator US Equity Ultra Buffer ETF July
UJUL

32 hedge funds and large institutions have $18.9M invested in Innovator US Equity Ultra Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.86% less ownership

Funds ownership: 44.26% → 35.39% (-8.9%)

11% less funds holding

Funds holding: 36 → 32 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

97% less capital invested

Capital invested by funds: $653M → $18.9M (-$634M)

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCA
Prosperity Capital Advisors
Ohio
+$1.52M
2
CF
Centaurus Financial
California
+$1.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$285K
4
AAS
Avantax Advisory Services
Texas
+$207K
5
SSW
Smith Shellnut Wilson
Mississippi
+$199K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$11.7M
2
W
Wealthquest
Ohio
-$3.71M
3
BWP
Balboa Wealth Partners
Arizona
-$430K
4
OMC
Old Mission Capital
Illinois
-$338K
5
AWM
Axxcess Wealth Management
California
-$239K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Sugarloaf Wealth Management
Georgia
$90.8K – – –
CIAS
27
Capital Investment Advisory Services
North Carolina
$81.1K – – –
UBS Group
28
UBS Group
Switzerland
$16.2K -$80K -3,025 -83%
BAM
29
Belpointe Asset Management
Nevada
$15.1K +$14.8K +558 New
AAP
30
Arax Advisory Partners
Colorado
$4.76K -$30.1K -1,138 -87%
LFG
31
Larson Financial Group
Missouri
$1.92K -$2.96K -112 -61%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$695 -$122K -4,599 -15%
W
33
Wealthquest
Ohio
– -$3.71M -143,983 Closed
BWP
34
Balboa Wealth Partners
Arizona
– -$430K -16,704 Closed
OMC
35
Old Mission Capital
Illinois
– -$338K -13,113 Closed
AWM
36
Axxcess Wealth Management
California
– -$239K -9,275 Closed
MCC
37
Money Concepts Capital
Florida
– -$210K -8,141 Closed
NA
38
NewEdge Advisors
Louisiana
– -$97.4K -3,783 Closed
IA
39
IFP Advisors
Florida
– -$25K -980 Closed
AWM
40
Accurate Wealth Management
Florida
– -$13.3K -511 Closed
1
2

UJUL Hedge Fund Activity: Q1 2023 in Review

32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q1 2023, worth a combined $18.9M — down 97% from $653M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UJUL and 5 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 6 added.

The largest buyer was Prosperity Capital Advisors, adding an estimated $1.52M. The largest seller was Brookstone Capital Management, cutting an estimated $11.7M.

  • 32 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q1 2023, down from 36 in Q4 2022.
  • Funds reported $18.9M of Innovator US Equity Ultra Buffer ETF July stock for Q1 2023, down 97% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q1 2023 and 8 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Ultra Buffer ETF July buyer in Q1 2023 was Prosperity Capital Advisors, an estimated $1.52M added.
  • The largest Innovator US Equity Ultra Buffer ETF July seller in Q1 2023 was Brookstone Capital Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2023.