Innovator US Equity Ultra Buffer ETF July
UJUL
36 hedge funds and large institutions have $653M invested in Innovator US Equity Ultra Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
2,521% more capital invested
Capital invested by funds: $24.9M → $653M (+$628M)
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
38% more funds holding
Funds holding: 26 → 36 (+10)
2.36% more ownership
Funds ownership: 41.9% → 44.26% (+2.4%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$1.98M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$470K |
| 4 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
+$383K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
-$1.72M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$373K |
| 3 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$264K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$114K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$65.1K |
UJUL Hedge Fund Activity: Q4 2022 in Review
36 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q4 2022, worth a combined $653M — up 2,521% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new UJUL positions and 4 closed out — a net gain of 10 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Outlook Wealth Advisors, opening a new position worth an estimated $1.98M. The largest seller was Fermata Advisors, exiting entirely with an estimated $1.72M sold.
- 36 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q4 2022, up from 26 in Q3 2022.
- Funds reported $653M of Innovator US Equity Ultra Buffer ETF July stock for Q4 2022, up 2,521% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q4 2022 and 4 closed out, a net change of +10 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q4 2022 was Outlook Wealth Advisors, an estimated $1.98M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q4 2022 was Fermata Advisors, an estimated $1.72M sold.
Based on aggregated 13F filings for Q4 2022.