Innovator US Equity Ultra Buffer ETF July
UJUL
57 hedge funds and large institutions have $81.4M invested in Innovator US Equity Ultra Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4.54% more ownership
Funds ownership: 83.95% → 88.49% (+4.5%)
4% more funds holding
Funds holding: 55 → 57 (+2)
41% less capital invested
Capital invested by funds: $138M → $81.4M (-$56.1M)
65% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 26
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$36M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.39M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.38M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.59M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$740K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$30.2M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$29.5M |
| 3 |
KV
Kickstand Ventures
Pittsford,
New York
|
-$4.73M |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
-$1.13M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.05M |
UJUL Hedge Fund Activity: Q4 2023 in Review
57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q4 2023, worth a combined $81.4M — down 41% from $138M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UJUL positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 26 trimmed.
The largest buyer was SageView Advisory Group, adding an estimated $36M. The largest seller was Milestone Asset Management, cutting an estimated $30.2M.
- 57 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q4 2023, up from 55 in Q3 2023.
- Funds reported $81.4M of Innovator US Equity Ultra Buffer ETF July stock for Q4 2023, down 41% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q4 2023 and 7 closed out, a net change of +2 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q4 2023 was SageView Advisory Group, an estimated $36M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q4 2023 was Milestone Asset Management, an estimated $30.2M sold.
Based on aggregated 13F filings for Q4 2023.