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Innovator US Equity Ultra Buffer ETF July
UJUL

Overview Fund Activity

23 hedge funds and large institutions have $58.9M invested in Innovator US Equity Ultra Buffer ETF July in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
8
Increased
9
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
L.J. Altfest & Co
New York
+$42.9M
2
HCM
Hudson Capital Management
New Jersey
+$4.33M
3
SHWM
Silicon Hills Wealth Management
Texas
+$2.59M
4
BMM
Berkshire Money Management
Massachusetts
+$2.11M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$422K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$456K
2
SI
Stephens Inc
Arkansas
-$448K
3
WCG
Weaver Consulting Group
California
-$350K
4
Citadel Advisors
Citadel Advisors
Florida
-$276K
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$261K
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
1
L.J. Altfest & Co
New York
$42.9M +$42.9M +1,862,669 New
HCM
2
Hudson Capital Management
New Jersey
$4.33M +$4.33M +188,002 New
SHWM
3
Silicon Hills Wealth Management
Texas
$2.6M +$2.59M +112,568 +36,430%
BMM
4
Berkshire Money Management
Massachusetts
$2.11M +$2.11M +91,609 New
LNC
5
Lincoln National Corp
Pennsylvania
$954K +$32.6K +1,417 +4%
WCG
6
Weaver Consulting Group
California
$882K -$350K -15,227 -28%
HighTower Advisors
7
HighTower Advisors
Illinois
$785K +$315K +13,661 +67%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$769K – – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$621K +$78.3K +3,401 +14%
Citadel Advisors
10
Citadel Advisors
Florida
$569K -$276K -11,966 -33%
SIA
11
Soltis Investment Advisors
Utah
$457K +$69.6K +3,023 +18%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$422K +$422K +18,325 New
Jane Street
13
Jane Street
New York
$299K +$54.3K +2,361 +22%
AAP
14
Arax Advisory Partners
Colorado
$256K – – –
CFA
15
Carroll Financial Associates
North Carolina
$240K +$240K +10,441 New
OMC
16
Old Mission Capital
Illinois
$206K -$456K -19,797 -69%
Osaic Holdings
17
Osaic Holdings
Arizona
$203K +$203K +8,779 New
NFG
18
Next Financial Group
Texas
$120K +$99.4K +4,336 +483%
BFC
19
Bedel Financial Consulting
Indiana
$99K +$35.2K +1,525 +55%
UBS Group
20
UBS Group
Switzerland
$80K +$75.4K +3,266 +1,625%
AIC
21
Ameritas Investment Company
Nebraska
$25K +$25K +1,065 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$23K – – –
WCAMG
23
Woodard & Company Asset Management Group
North Carolina
$14K +$14K +600 New
SI
24
Stephens Inc
Arkansas
– -$448K -17,759 Closed
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
– -$261K -10,349 Closed
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