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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$59.8M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.89M |
| 3 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$1.55M |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$1.2M |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Seros Financial
Tempe,
Arizona
|
-$9.04M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.29M |
| 3 |
CCAL
City Center Advisors LLC
Troy,
Michigan
|
-$536K |
| 4 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
-$389K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$379K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFA
76
DHJJ Financial Advisors
Naperville,
Illinois
| $32.9K | +$30.8K | +824 | +2,060% |
|
|
WP
77
WealthShield Partners
Cary,
North Carolina
| $16.5K | +$16.2K | +434 | New |
|
78
Morgan Stanley
New York
| $15.2K | -$131K | -3,500 | -90% |
|
|
ACA
79
Aptus Capital Advisors
Fairhope,
Alabama
| $15.2K | +$15K | +400 | New |
|
80
Barclays
London,
United Kingdom
| $2.86K | +$2.81K | +75 | New |
|
|
SF
81
Seros Financial
Tempe,
Arizona
| – | -$9.04M | -245,628 | Closed |
|
|
CCAL
82
City Center Advisors LLC
Troy,
Michigan
| – | -$536K | -14,573 | Closed |
|
|
WFAG
83
Worth Financial Advisory Group
Charlotte,
North Carolina
| – | -$389K | -10,570 | Closed |
|
|
W
84
WorthPointe
La Jolla,
California
| – | -$294K | -7,989 | Closed |
|
85
UBS Group
Zurich,
Switzerland
| – | -$12.7K | -344 | Closed |
|
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.