Innovator US Equity Ultra Buffer ETF July
UJUL
64 hedge funds and large institutions have $99.4M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
31% more capital invested
Capital invested by funds: $75.9M → $99.4M (+$23.5M)
8% more funds holding
Funds holding: 59 → 64 (+5)
23.32% less ownership
Funds ownership: 92.64% → 69.32% (-23%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.02M |
| 2 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$2.07M |
| 3 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$1.5M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.31M |
| 5 |
W
WPWealth
Fort Worth,
Texas
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.39M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$534K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$495K |
| 4 |
W
WorthPointe
La Jolla,
California
|
-$415K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$365K |
UJUL Hedge Fund Activity: Q3 2024 in Review
64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q3 2024, worth a combined $99.4M — up 31% from $75.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new UJUL positions and 8 closed out — a net gain of 5 holders — while 23 added to existing stakes and 15 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $8.02M. The largest seller was Centaurus Financial, cutting an estimated $1.39M.
- 64 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q3 2024, up from 59 in Q2 2024.
- Funds reported $99.4M of Innovator US Equity Ultra Buffer ETF July stock for Q3 2024, up 31% quarter-over-quarter.
- 13 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q3 2024 and 8 closed out, a net change of +5 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q3 2024 was Osaic Holdings, an estimated $8.02M added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q3 2024 was Centaurus Financial, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2024.