Innovator US Equity Ultra Buffer ETF July
UJUL
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.
637% more capital invested
Capital invested by funds: $7.99M → $58.9M (+$50.9M)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
67.78% more ownership
Funds ownership: 22.06% → 89.83% (+68%)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
5% more funds holding
Funds holding: 22 → 23 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$46M |
| 2 |
HCM
Hudson Capital Management
Ramsey,
New Jersey
|
+$4.64M |
| 3 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$2.78M |
| 4 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$2.26M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$452K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$489K |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$448K |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$376K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$295K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$261K |
UJUL Hedge Fund Activity: Q1 2020 in Review
23 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q1 2020, worth a combined $58.9M — up 637% from $7.99M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UJUL positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $46M. The largest seller was Old Mission Capital, cutting an estimated $489K.
- 23 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q1 2020, up from 22 in Q4 2019.
- Funds reported $58.9M of Innovator US Equity Ultra Buffer ETF July stock for Q1 2020, up 637% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q1 2020 and 5 closed out, a net change of +3 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q1 2020 was L.J. Altfest & Co, an estimated $46M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q1 2020 was Old Mission Capital, an estimated $489K sold.
Based on aggregated 13F filings for Q1 2020.