Innovator US Equity Ultra Buffer ETF June
UJUN
30 hedge funds and large institutions have $29.8M invested in Innovator US Equity Ultra Buffer ETF June in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 5 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
189% more capital invested
Capital invested by funds: $10.3M → $29.8M (+$19.5M)
156.52% more ownership
Funds ownership: 60.73% → 217.25% (+157%)
58% more funds holding
Funds holding: 19 → 30 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$10.9M |
| 2 |
CAS
Cascadia Advisory Services
Portland,
Oregon
|
+$10.6M |
| 3 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$739K |
| 4 |
HFA
Hoover Financial Advisors
Malvern,
Pennsylvania
|
+$541K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$3.78M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.16M |
| 3 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$1.06M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$602K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$43.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $29K | +$28.9K | +1,017 | New |
|
|
BFC
27
Bedel Financial Consulting
Indianapolis,
Indiana
| $20K | +$20K | +704 | New |
|
|
OCM
28
Orion Capital Management
Coronado,
California
| $14K | – | – | – |
|
|
SQA
29
Simon Quick Advisors
Morristown,
New Jersey
| $9K | – | – | – |
|
|
CAAS
30
Capital Asset Advisory Services
Williamston,
Michigan
| $3K | – | – | – |
|
|
SIA
31
Soltis Investment Advisors
St. George,
Utah
| – | -$3.78M | -133,089 | Closed |
|
|
CA
32
Corrado Advisors
Ramsey,
New Jersey
| – | -$1.06M | -37,201 | Closed |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$602K | -21,229 | Closed |
|
|
AIC
34
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$43.4K | -1,529 | Closed |
|
|
CFGS
35
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$10.4K | -365 | Closed |
|
UJUN Hedge Fund Activity: Q2 2021 in Review
30 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF June (UJUN) for Q2 2021, worth a combined $29.8M — up 189% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new UJUN positions and 5 closed out — a net gain of 12 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $10.9M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $3.78M sold.
- 30 institutional investors held Innovator US Equity Ultra Buffer ETF June (UJUN) as of Q2 2021, up from 19 in Q1 2021.
- Funds reported $29.8M of Innovator US Equity Ultra Buffer ETF June stock for Q2 2021, up 189% quarter-over-quarter.
- 17 funds opened new Innovator US Equity Ultra Buffer ETF June positions in Q2 2021 and 5 closed out, a net change of +12 holders.
- The largest Innovator US Equity Ultra Buffer ETF June buyer in Q2 2021 was Atria Investments, an estimated $10.9M added.
- The largest Innovator US Equity Ultra Buffer ETF June seller in Q2 2021 was Soltis Investment Advisors, an estimated $3.78M sold.
Based on aggregated 13F filings for Q2 2021.