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Innovator US Equity Ultra Buffer ETF July
UJUL

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: 69 → 80 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$59.8M
2
AWA
Arete Wealth Advisors
Illinois
+$1.89M
3
BFG
Berger Financial Group
Minnesota
+$1.55M
4
SWM
SeaCrest Wealth Management
New York
+$1.2M
5
SWM
Spire Wealth Management
Virginia
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
SF
Seros Financial
Arizona
-$9.04M
2
MFG
Merit Financial Group
Georgia
-$1.29M
3
CCAL
City Center Advisors LLC
Michigan
-$536K
4
WFAG
Worth Financial Advisory Group
North Carolina
-$389K
5
KAS
Kestra Advisory Services
Texas
-$379K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$428K +$420K +11,225 New
WTFG
52
Wood Tarver Financial Group
Idaho
$418K +$222K +5,939 +118%
BFC
53
Bedel Financial Consulting
Indiana
$418K – – –
AI
54
Atria Investments
North Carolina
$408K +$401K +10,704 New
AWM
55
Accurate Wealth Management
Florida
$404K -$58K -1,549 -13%
CB
56
Chris Bulman
California
$354K +$347K +9,287 New
LJAC
57
L.J. Altfest & Co
New York
$328K – – –
TWM
58
Tradition Wealth Management
Minnesota
$312K +$25.3K +675 +9%
CIA
59
Concurrent Investment Advisors
Florida
$294K +$18.7K +501 +7%
Citadel Advisors
60
Citadel Advisors
Florida
$289K +$284K +7,589 New
EMAM
61
Encompass More Asset Management
California
$264K +$44.9K +1,200 +21%
BWM
62
Buska Wealth Management
Wisconsin
$255K -$57.1K -1,525 -19%
DIM
63
Delta Investment Management
California
$252K – – –
CA
64
Calton & Associates
Florida
$251K +$206K +5,502 New
SSW
65
Smith Shellnut Wilson
Mississippi
$249K -$37.4K -1,000 -13%
BEI
66
Benjamin Edwards Inc
Missouri
$224K +$220K +5,881 New
CIAS
67
Capital Investment Advisory Services
North Carolina
$220K – – –
TF
68
Trek Financial
Arizona
$214K +$210K +5,617 New
RWM
69
Riverchase Wealth Management
Texas
$201K +$197K +5,265 New
AWM
70
AE Wealth Management
Kansas
$185K +$47.3K +1,265 +35%
PS
71
Principal Securities
Iowa
$166K – – –
CA
72
CoreCap Advisors
Michigan
$108K – – –
FNWA
73
Financial Network Wealth Advisors
Utah
$67.6K +$18.7K +499 +39%
EWM
74
Evolution Wealth Management
Florida
$50.5K – – –
HI
75
Harbour Investments
Wisconsin
$37.5K – – –
1 2
3
4

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.