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Innovator US Equity Ultra Buffer ETF July
UJUL

80 hedge funds and large institutions have $113M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 80 → 80 (0)

8.01% less ownership

Funds ownership: 80.37% → 72.37% (-8%)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

35% less capital invested

Capital invested by funds: $175M → $113M (-$61.6M)

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
+$2.24M
2
AIA
AssuredPartners Investment Advisors
Florida
+$1.97M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.22M
4
OMC
Old Mission Capital
Illinois
+$1.02M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$384K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$59.4M
2
PCA
Prosperity Capital Advisors
Ohio
-$4.03M
3
KWM
KFG Wealth Management
Indiana
-$1.58M
4
MFG
Merit Financial Group
Georgia
-$1.55M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
76
WealthShield Partners
North Carolina
$16.8K – – –
ACA
77
Aptus Capital Advisors
Alabama
$15.5K – – –
Morgan Stanley
78
Morgan Stanley
New York
$15.5K – – –
CP
79
Camelot Portfolios
Ohio
$2.25K +$2.23K +58 New
Barclays
80
Barclays
United Kingdom
$2.02K -$882 -23 -31%
MFG
81
Merit Financial Group
Georgia
– -$1.55M -40,777 Closed
FPAS
82
Focus Partners Advisor Solutions
Missouri
– -$927K -24,150 Closed
GS
83
GTS Securities
New York
– -$489K -12,829 Closed
AWA
84
Arkadios Wealth Advisors
Georgia
– -$467K -12,257 Closed
CB
85
Chris Bulman
California
– -$354K -9,287 Closed
Citadel Advisors
86
Citadel Advisors
Florida
– -$289K -7,589 Closed
PS
87
Principal Securities
Iowa
– -$166K -4,365 Closed
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