Innovator US Equity Ultra Buffer ETF July
UJUL
25 hedge funds and large institutions have $20.8M invested in Innovator US Equity Ultra Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 11 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 23 → 25 (+2)
1.98% less ownership
Funds ownership: 41.87% → 39.89% (-2%)
6% less capital invested
Capital invested by funds: $22M → $20.8M (-$1.21M)
91% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$580K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$346K |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$233K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$356 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
-$1.77M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$984K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$301K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$248K |
| 5 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
-$67.6K |
UJUL Hedge Fund Activity: Q4 2021 in Review
25 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q4 2021, worth a combined $20.8M — down 5.5% from $22M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UJUL positions and 4 closed out — a net gain of 3 holders — while 1 added to existing stakes and 11 trimmed.
The largest buyer was Wealthquest, adding an estimated $580K. The largest seller was Advisory Alpha, exiting entirely with an estimated $1.77M sold.
- 25 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q4 2021, up from 23 in Q3 2021.
- Funds reported $20.8M of Innovator US Equity Ultra Buffer ETF July stock for Q4 2021, down 5.5% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q4 2021 and 4 closed out, a net change of +3 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q4 2021 was Wealthquest, an estimated $580K added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q4 2021 was Advisory Alpha, an estimated $1.77M sold.
Based on aggregated 13F filings for Q4 2021.