Innovator US Equity Ultra Buffer ETF July
UJUL
18 hedge funds and large institutions have $14.6M invested in Innovator US Equity Ultra Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.
27% more capital invested
Capital invested by funds: $11.5M → $14.6M (+$3.14M)
23.97% more ownership
Funds ownership: 36.33% → 60.3% (+24%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$2.17M |
| 2 |
HFA
Hoover Financial Advisors
Malvern,
Pennsylvania
|
+$1.91M |
| 3 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$431K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$106K |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$91.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.04M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$298K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$234K |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
-$224K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$139K |
UJUL Hedge Fund Activity: Q2 2021 in Review
18 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q2 2021, worth a combined $14.6M — up 27% from $11.5M a quarter earlier.
Fund positioning in UJUL was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 6 trimmed.
The largest buyer was Wealthquest, adding an estimated $2.17M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.04M sold.
- 18 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $14.6M of Innovator US Equity Ultra Buffer ETF July stock for Q2 2021, up 27% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q2 2021 and 4 closed out, a net change of 0 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q2 2021 was Wealthquest, an estimated $2.17M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q2 2021 was Old Mission Capital, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2021.