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Innovator US Equity Ultra Buffer ETF July

69 hedge funds and large institutions have $107M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $90.5M → $107M (+$16.3M)

1% more funds holding

Funds holding: 6869 (+1)

1.26% more ownership

Funds ownership: 76.66%77.92% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
22
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$11.6M +$179K +5,242 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$10.1M +$309K +9,025 +3%
KAS
3
Kestra Advisory Services
Texas
$9.59M +$422K +12,312 +5%
PCA
4
Prosperity Capital Advisors
Ohio
$9.51M +$499K +14,571 +6%
SF
5
Seros Financial
Arizona
$9.04M +$1.37M +40,058 +19%
KWM
6
KFG Wealth Management
Indiana
$6.12M -$1.25M -36,466 -18%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$5.08M +$161K +4,704 +4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.16M +$854K +24,958 +28%
MFG
9
Merit Financial Group
Georgia
$2.77M +$2.58M +75,374 New
IWM
10
IMG Wealth Management
Florida
$2.39M +$219K +6,409 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.25M -$280K -8,171 -12%
Cerity Partners
12
Cerity Partners
New York
$2M +$1.86M +54,273 New
AF
13
Allworth Financial
California
$1.86M -$24.5K -716 -1%
NFG
14
Nations Financial Group
Iowa
$1.66M -$3.63K -106 -0.2%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.62M +$891K +26,025 +145%
W
16
WPWealth
Texas
$1.47M -$50.9K -1,487 -4%
BCM
17
Brookstone Capital Management
Illinois
$1.29M -$65.8K -1,921 -5%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.21M
CVA
19
Central Valley Advisors
California
$1.17M +$284K +8,290 +35%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.16M +$34.2K +1,000 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.15M +$167K +4,875 +18%
FFG
22
Fiduciary Financial Group
California
$1.11M
LPL Financial
23
LPL Financial
California
$1.02M +$137K +3,999 +17%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.01M +$55.1K +1,610 +6%
MML Investors Services
25
MML Investors Services
Massachusetts
$975K -$205 -6 -0%

UJUL Hedge Fund Activity: Q2 2025 in Review

69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q2 2025, worth a combined $107M — up 18% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UJUL positions and 7 closed out — a net gain of 2 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $2.58M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.3M sold.

  • 69 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $107M of Innovator US Equity Ultra Buffer ETF July stock for Q2 2025, up 18% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Ultra Buffer ETF July buyer in Q2 2025 was Merit Financial Group, an estimated $2.58M added.
  • The largest Innovator US Equity Ultra Buffer ETF July seller in Q2 2025 was Susquehanna International Group, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2025.