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Innovator US Equity Ultra Buffer ETF July

69 hedge funds and large institutions have $107M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $90.5M → $107M (+$16.3M)

1% more funds holding

Funds holding: 6869 (+1)

1.26% more ownership

Funds ownership: 76.66%77.92% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
22
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$951K -$36.4K -1,062 -4%
OCFG
27
O'Connor Financial Group
Illinois
$763K +$137 +4 +0%
BFG
28
Berger Financial Group
Minnesota
$652K
FWIA
29
Fort Washington Investment Advisors
Ohio
$644K
I
30
InvesTrust
Oklahoma
$598K
CF
31
Centaurus Financial
California
$548K -$119K -3,479 -19%
AIC
32
Archer Investment Corporation
Indiana
$537K +$91.6K +2,676 +22%
CCAL
33
City Center Advisors LLC
Michigan
$536K -$39.7K -1,159 -7%
SFA
34
Souders Financial Advisors
Ohio
$521K +$485K +14,168 New
JP Morgan Chase
35
JP Morgan Chase
New York
$507K -$4.35K -127 -0.9%
SB
36
Strategic Blueprint
Georgia
$506K
SPIA
37
Steward Partners Investment Advisory
New York
$490K -$11.5K -336 -2%
ASN
38
Advisory Services Network
Georgia
$451K +$416K +12,155 New
AWM
39
Accurate Wealth Management
Florida
$450K +$115K +3,359 +38%
RGF
40
Retirement Guys Formula
Ohio
$445K -$29.3K -856 -7%
AFGAS
41
Allegiance Financial Group Advisory Services
Virginia
$444K
FPAS
42
Focus Partners Advisor Solutions
Missouri
$444K +$413K +12,075 New
RA
43
RFG Advisory
Alabama
$426K -$126K -3,693 -24%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$419K
AWA
45
Arete Wealth Advisors
Illinois
$416K -$252K -7,368 -39%
BFC
46
Bedel Financial Consulting
Indiana
$403K
WFAG
47
Worth Financial Advisory Group
North Carolina
$389K -$39.2K -1,145 -10%
LJAC
48
L.J. Altfest & Co
New York
$316K
BWM
49
Buska Wealth Management
Wisconsin
$303K -$73.8K -2,157 -21%
W
50
WorthPointe
California
$294K -$2.5K -73 -0.9%

UJUL Hedge Fund Activity: Q2 2025 in Review

69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q2 2025, worth a combined $107M — up 18% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UJUL positions and 7 closed out — a net gain of 2 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $2.58M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.3M sold.

  • 69 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $107M of Innovator US Equity Ultra Buffer ETF July stock for Q2 2025, up 18% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Ultra Buffer ETF July buyer in Q2 2025 was Merit Financial Group, an estimated $2.58M added.
  • The largest Innovator US Equity Ultra Buffer ETF July seller in Q2 2025 was Susquehanna International Group, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2025.