Innovator US Equity Ultra Buffer ETF July
UJUL
35 hedge funds and large institutions have $28.3M invested in Innovator US Equity Ultra Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
49% more capital invested
Capital invested by funds: $18.9M → $28.3M (+$9.33M)
19.18% more ownership
Funds ownership: 35.39% → 54.57% (+19%)
9% more funds holding
Funds holding: 32 → 35 (+3)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.58M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.35M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.03M |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$905K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$2.03M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$786K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$534K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$416K |
| 5 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$409K |
UJUL Hedge Fund Activity: Q2 2023 in Review
35 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q2 2023, worth a combined $28.3M — up 49% from $18.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UJUL positions and 6 closed out — a net gain of 3 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.58M. The largest seller was Outlook Wealth Advisors, exiting entirely with an estimated $2.03M sold.
- 35 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q2 2023, up from 32 in Q1 2023.
- Funds reported $28.3M of Innovator US Equity Ultra Buffer ETF July stock for Q2 2023, up 49% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q2 2023 and 6 closed out, a net change of +3 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q2 2023 was Envestnet Asset Management, an estimated $5.58M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q2 2023 was Outlook Wealth Advisors, an estimated $2.03M sold.
Based on aggregated 13F filings for Q2 2023.