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Innovator US Equity Ultra Buffer ETF July

80 hedge funds and large institutions have $175M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

63% more capital invested

Capital invested by funds: $107M → $175M (+$67.7M)

16% more funds holding

Funds holding: 6980 (+11)

2.45% more ownership

Funds ownership: 77.92%80.37% (+2.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
30
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.2M
FFG
27
Fiduciary Financial Group
California
$1.15M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.08M +$41.1K +1,099 +4%
Truist Financial
29
Truist Financial
North Carolina
$985K
SB
30
Strategic Blueprint
Georgia
$945K +$412K +11,023 +80%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$927K +$452K +12,075 +100%
OCFG
32
O'Connor Financial Group
Illinois
$788K
FWIA
33
Fort Washington Investment Advisors
Ohio
$655K -$12.2K -325 -2%
I
34
InvesTrust
Oklahoma
$620K
FIA
35
Foundations Investment Advisors
Arizona
$615K +$604K +16,129 New
AIC
36
Archer Investment Corporation
Indiana
$583K +$26.6K +712 +5%
CF
37
Centaurus Financial
California
$560K -$7.03K -188 -1%
JP Morgan Chase
38
JP Morgan Chase
New York
$551K +$26.1K +698 +5%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$551K +$541K +14,451 New
TWP
40
Triad Wealth Partners
Kansas
$535K +$289K +7,722 +122%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$526K +$90.4K +2,415 +21%
GS
42
GTS Securities
New York
$489K +$480K +12,829 New
MCC
43
Money Concepts Capital
Florida
$470K +$461K +12,324 New
AWA
44
Arkadios Wealth Advisors
Georgia
$467K +$459K +12,257 New
SFA
45
Souders Financial Advisors
Ohio
$465K -$73.8K -1,973 -14%
ASN
46
Advisory Services Network
Georgia
$463K
RGF
47
Retirement Guys Formula
Ohio
$460K -$711 -19 -0.2%
AFGAS
48
Allegiance Financial Group Advisory Services
Virginia
$460K
SPIA
49
Steward Partners Investment Advisory
New York
$457K -$49.3K -1,318 -10%
RA
50
RFG Advisory
Alabama
$433K -$8.23K -220 -2%

UJUL Hedge Fund Activity: Q3 2025 in Review

80 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q3 2025, worth a combined $175M — up 63% from $107M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UJUL positions and 5 closed out — a net gain of 12 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $59.8M. The largest seller was Seros Financial, exiting entirely with an estimated $9.04M sold.

  • 80 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q3 2025, up from 69 in Q2 2025.
  • Funds reported $175M of Innovator US Equity Ultra Buffer ETF July stock for Q3 2025, up 63% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q3 2025 and 5 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Ultra Buffer ETF July buyer in Q3 2025 was Brookstone Capital Management, an estimated $59.8M added.
  • The largest Innovator US Equity Ultra Buffer ETF July seller in Q3 2025 was Seros Financial, an estimated $9.04M sold.

Based on aggregated 13F filings for Q3 2025.