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Innovator US Equity Ultra Buffer ETF July

80 hedge funds and large institutions have $175M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 16

63% more capital invested

Capital invested by funds: $107M → $175M (+$67.7M)

16% more funds holding

Funds holding: 6980 (+11)

2.45% more ownership

Funds ownership: 77.92%80.37% (+2.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
30
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$62.3M +$59.8M +1,598,621 +4,571%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M +$275K +7,345 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$10.6M +$183K +4,895 +2%
PCA
4
Prosperity Capital Advisors
Ohio
$10.3M +$440K +11,760 +5%
KAS
5
Kestra Advisory Services
Texas
$9.55M -$379K -10,117 -4%
KWM
6
KFG Wealth Management
Indiana
$6.66M +$316K +8,443 +5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$5.18M -$70.7K -1,890 -1%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4.29M -$15K -400 -0.4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.57M +$239K +6,381 +10%
IWM
10
IMG Wealth Management
Florida
$2.48M +$7.41K +198 +0.3%
AWA
11
Arete Wealth Advisors
Illinois
$2.36M +$1.89M +50,596 +447%
BFG
12
Berger Financial Group
Minnesota
$2.25M +$1.55M +41,358 +234%
Cerity Partners
13
Cerity Partners
New York
$2.07M
CVA
14
Central Valley Advisors
California
$1.99M +$769K +20,539 +65%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.94M +$255K +6,814 +15%
AF
16
Allworth Financial
California
$1.93M +$5.01K +134 +0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.77M +$570K +15,233 +49%
NFG
18
Nations Financial Group
Iowa
$1.7M -$16.3K -435 -1%
MFG
19
Merit Financial Group
Georgia
$1.55M -$1.29M -34,597 -46%
W
20
WPWealth
Texas
$1.51M -$10.1K -271 -0.7%
SWM
21
Spire Wealth Management
Virginia
$1.36M +$1.05M +28,117 +376%
LPL Financial
22
LPL Financial
California
$1.29M +$230K +6,141 +22%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.28M +$268K +7,154 +27%
CPIG
24
Chicago Partners Investment Group
Illinois
$1.25M
SWM
25
SeaCrest Wealth Management
New York
$1.22M +$1.2M +32,062 New

UJUL Hedge Fund Activity: Q3 2025 in Review

80 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF July (UJUL) for Q3 2025, worth a combined $175M — up 63% from $107M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UJUL positions and 5 closed out — a net gain of 12 holders — while 30 added to existing stakes and 16 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $59.8M. The largest seller was Seros Financial, exiting entirely with an estimated $9.04M sold.

  • 80 institutional investors held Innovator US Equity Ultra Buffer ETF July (UJUL) as of Q3 2025, up from 69 in Q2 2025.
  • Funds reported $175M of Innovator US Equity Ultra Buffer ETF July stock for Q3 2025, up 63% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Ultra Buffer ETF July positions in Q3 2025 and 5 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Ultra Buffer ETF July buyer in Q3 2025 was Brookstone Capital Management, an estimated $59.8M added.
  • The largest Innovator US Equity Ultra Buffer ETF July seller in Q3 2025 was Seros Financial, an estimated $9.04M sold.

Based on aggregated 13F filings for Q3 2025.