Innovator US Equity Ultra Buffer ETF July
UJUL
67 hedge funds and large institutions have $85.8M invested in Innovator US Equity Ultra Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 34 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
5% more funds holding
Funds holding: 64 → 67 (+3)
1.74% less ownership
Funds ownership: 69.32% → 67.57% (-1.7%)
14% less capital invested
Capital invested by funds: $99.4M → $85.8M (-$13.6M)
71% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$485K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$450K |
| 3 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$446K |
| 4 |
Jane Street
New York
|
+$280K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$18.4M |
| 2 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$644K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$476K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$315K |
| 5 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
-$299K |
UJUL Hedge Fund Activity: Q4 2024 in Review
67 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q4 2024, worth a combined $85.8M — down 14% from $99.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UJUL positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 34 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $485K. The largest seller was Brookstone Capital Management, cutting an estimated $18.4M.
- 67 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q4 2024, up from 64 in Q3 2024.
- Funds reported $85.8M of Innovator US Equity Ultra Buffer ETF July stock for Q4 2024, down 14% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q4 2024 and 4 closed out, a net change of +5 holders.
- The largest Innovator US Equity Ultra Buffer ETF July buyer in Q4 2024 was JP Morgan Chase, an estimated $485K added.
- The largest Innovator US Equity Ultra Buffer ETF July seller in Q4 2024 was Brookstone Capital Management, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2024.