Innovator US Equity Ultra Buffer ETF July
UJUL
32 hedge funds and large institutions have $18.9M invested in Innovator US Equity Ultra Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 8 closing their positions.
8.86% less ownership
Funds ownership: 44.26% → 35.39% (-8.9%)
11% less funds holding
Funds holding: 36 → 32 (-4)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
97% less capital invested
Capital invested by funds: $653M → $18.9M (-$634M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.52M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$285K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$207K |
| 5 |
SSW
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$11.7M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$3.71M |
| 3 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$430K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$338K |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$239K |
UJUL Hedge Fund Activity: Q1 2023 in Review
32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q1 2023, worth a combined $18.9M — down 97% from $653M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of UJUL and 5 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 6 added.
The largest buyer was Prosperity Capital Advisors, adding an estimated $1.52M. The largest seller was Brookstone Capital Management, cutting an estimated $11.7M.
- 32 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q1 2023, down from 36 in Q4 2022.
- Funds reported $18.9M of Innovator US Equity Ultra Buffer ETF July stock for Q1 2023, down 97% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q1 2023 and 8 closed out, a net change of -3 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q1 2023 was Prosperity Capital Advisors, an estimated $1.52M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q1 2023 was Brookstone Capital Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q1 2023.