Innovator US Equity Ultra Buffer ETF July
UJUL
23 hedge funds and large institutions have $22M invested in Innovator US Equity Ultra Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 0 closing their positions.
50% more capital invested
Capital invested by funds: $14.6M → $22M (+$7.34M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
28% more funds holding
Funds holding: 18 → 23 (+5)
18.43% less ownership
Funds ownership: 60.3% → 41.87% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$2.46M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$2.28M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$1.86M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
+$1.79M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$578K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$901K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$108K |
| 3 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$4.42K |
| 4 |
BFC
Bedel Financial Consulting
Indianapolis,
Indiana
|
-$4.28K |
UJUL Hedge Fund Activity: Q3 2021 in Review
23 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q3 2021, worth a combined $22M — up 50% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UJUL positions and 0 closed out — a net gain of 7 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Fermata Advisors, opening a new position worth an estimated $2.46M. The largest seller was L.J. Altfest & Co, cutting an estimated $901K.
- 23 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q3 2021, up from 18 in Q2 2021.
- Funds reported $22M of Innovator US Equity Ultra Buffer ETF July stock for Q3 2021, up 50% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q3 2021 and 0 closed out, a net change of +7 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q3 2021 was Fermata Advisors, an estimated $2.46M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q3 2021 was L.J. Altfest & Co, an estimated $901K sold.
Based on aggregated 13F filings for Q3 2021.