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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
SSW
51
Smith Shellnut Wilson
Mississippi
$277K
TWM
52
Tradition Wealth Management
Minnesota
$276K
SWM
53
Spire Wealth Management
Virginia
$275K -$267K -7,807 -51%
CIA
54
Concurrent Investment Advisors
Florida
$265K +$247K +7,213 New
DIM
55
Delta Investment Management
California
$243K -$274 -8 -0.1%
TWP
56
Triad Wealth Partners
Kansas
$232K +$216K +6,319 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$213K +$16.1K +470 +9%
EMAM
58
Encompass More Asset Management
California
$210K +$196K +5,718 New
TPW
59
Talon Private Wealth
Florida
$191K -$66.3K -1,938 -27%
WTFG
60
Wood Tarver Financial Group
Idaho
$185K
PS
61
Principal Securities
Iowa
$161K +$65.7K +1,919 +78%
Morgan Stanley
62
Morgan Stanley
New York
$143K
AWM
63
AE Wealth Management
Kansas
$132K +$37.1K +1,083 +43%
CA
64
CoreCap Advisors
Michigan
$104K +$34.6K +1,011 +55%
EWM
65
Evolution Wealth Management
Florida
$48.7K +$45.3K +1,324 New
FNWA
66
Financial Network Wealth Advisors
Utah
$46.9K +$40.3K +1,177 +1,213%
HI
67
Harbour Investments
Wisconsin
$36.2K
UBS Group
68
UBS Group
Switzerland
$12.7K -$4.11K -120 -26%
DFA
69
DHJJ Financial Advisors
Illinois
$1.47K
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
-$1.3M -38,899 Closed
OMC
71
Old Mission Capital
Illinois
-$511K -15,246 Closed
Goldman Sachs
72
Goldman Sachs
New York
-$272K -8,117 Closed
Barclays
73
Barclays
United Kingdom
-$179K -5,335 Closed
Wells Fargo
74
Wells Fargo
California
-$21K -625 Closed
AAP
75
Arax Advisory Partners
Colorado
-$15.4K -459 Closed

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.