Innovator US Equity Ultra Buffer ETF July
UJUL
54 hedge funds and large institutions have $53.1M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 10 closing their positions.
5% less funds holding
Funds holding: 57 → 54 (-3)
22.62% less ownership
Funds ownership: 88.49% → 65.87% (-23%)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
35% less capital invested
Capital invested by funds: $81.4M → $53.1M (-$28.3M)
68% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.68M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$550K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$470K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$343K |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$233K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$14.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.81M |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$4.33M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$2.53M |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
-$1.97M |
UJUL Hedge Fund Activity: Q1 2024 in Review
54 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q1 2024, worth a combined $53.1M — down 35% from $81.4M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of UJUL and 7 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 8 added.
The largest buyer was Kestra Advisory Services, adding an estimated $4.68M. The largest seller was Brookstone Capital Management, cutting an estimated $14.3M.
- 54 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q1 2024, down from 57 in Q4 2023.
- Funds reported $53.1M of Innovator US Equity Ultra Buffer ETF July stock for Q1 2024, down 35% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q1 2024 and 10 closed out, a net change of -3 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q1 2024 was Kestra Advisory Services, an estimated $4.68M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q1 2024 was Brookstone Capital Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2024.