Innovator US Equity Ultra Buffer ETF July
UJUL
59 hedge funds and large institutions have $75.9M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
43% more capital invested
Capital invested by funds: $53.1M → $75.9M (+$22.8M)
26.77% more ownership
Funds ownership: 65.87% → 92.64% (+27%)
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
9% more funds holding
Funds holding: 54 → 59 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$15.4M |
| 2 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$6.44M |
| 3 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.46M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$1.26M |
| 5 |
W
WorthPointe
La Jolla,
California
|
+$858K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIM
Delta Investment Management
San Francisco,
California
|
-$3.66M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.58M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$721K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$501K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$277K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
UBS Group
Zurich,
Switzerland
| $89.4K | -$501K | -15,629 | -85% |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $65.2K | – | – | – |
|
|
TWP
53
Triad Wealth Partners
Lawrence,
Kansas
| $5.56K | +$5.49K | +171 | New |
|
|
AAP
54
Arax Advisory Partners
Denver,
Colorado
| $3.19K | – | – | – |
|
|
LFG
55
Larson Financial Group
St Louis,
Missouri
| $2.31K | – | – | – |
|
|
CP
56
Camelot Portfolios
Maumee,
Ohio
| $1.89K | +$1.86K | +58 | New |
|
|
DFA
57
DHJJ Financial Advisors
Naperville,
Illinois
| $1.3K | – | – | – |
|
|
GI
58
Gradient Investments
Arden Hills,
Minnesota
| $716 | +$706 | +22 | New |
|
59
JP Morgan Chase
New York
| $228 | – | – | – |
|
|
OMC
60
Old Mission Capital
Chicago,
Illinois
| – | -$1.58M | -49,525 | Closed |
|
|
CFCI
61
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| – | -$251K | -7,890 | Closed |
|
62
Jane Street
New York
| – | -$233K | -7,323 | Closed |
|
UJUL Hedge Fund Activity: Q2 2024 in Review
59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q2 2024, worth a combined $75.9M — up 43% from $53.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UJUL positions and 3 closed out — a net gain of 6 holders — while 17 added to existing stakes and 14 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $15.4M. The largest seller was Delta Investment Management, cutting an estimated $3.66M.
- 59 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q2 2024, up from 54 in Q1 2024.
- Funds reported $75.9M of Innovator US Equity Ultra Buffer ETF July stock for Q2 2024, up 43% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q2 2024 and 3 closed out, a net change of +6 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q2 2024 was Brookstone Capital Management, an estimated $15.4M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q2 2024 was Delta Investment Management, an estimated $3.66M sold.
Based on aggregated 13F filings for Q2 2024.