Innovator US Equity Ultra Buffer ETF July
UJUL
68 hedge funds and large institutions have $90.5M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
9.08% more ownership
Funds ownership: 67.57% → 76.66% (+9.1%)
5% more capital invested
Capital invested by funds: $85.8M → $90.5M (+$4.71M)
1% more funds holding
Funds holding: 67 → 68 (+1)
62% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Seros Financial
Tempe,
Arizona
|
+$7.11M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.54M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.35M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.11M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$813K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$1.99M |
| 2 |
WTFG
Wood Tarver Financial Group
Boise,
Idaho
|
-$846K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$506K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$504K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$499K |
UJUL Hedge Fund Activity: Q1 2025 in Review
68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q1 2025, worth a combined $90.5M — up 5.5% from $85.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UJUL positions and 8 closed out — a net gain of 2 holders — while 11 added to existing stakes and 29 trimmed.
The largest buyer was Seros Financial, opening a new position worth an estimated $7.11M. The largest seller was KFG Wealth Management, cutting an estimated $1.99M.
- 68 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q1 2025, up from 67 in Q4 2024.
- Funds reported $90.5M of Innovator US Equity Ultra Buffer ETF July stock for Q1 2025, up 5.5% quarter-over-quarter.
- 10 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q1 2025 and 8 closed out, a net change of +2 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q1 2025 was Seros Financial, an estimated $7.11M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q1 2025 was KFG Wealth Management, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2025.