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Innovator US Equity Ultra Buffer ETF June
UJUN

36 hedge funds and large institutions have $595M invested in Innovator US Equity Ultra Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more capital invested

Capital invested by funds: $83.5M → $595M (+$512M)

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

16% more funds holding

Funds holding: 31 → 36 (+5)

5.97% less ownership

Funds ownership: 75.46% → 69.48% (-6%)

86% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 14

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
2
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFG
Berger Financial Group
Minnesota
+$760K
2
MCC
Money Concepts Capital
Florida
+$327K
3
SWA
Stratos Wealth Advisors
Ohio
+$268K
4
ASN
Advisory Services Network
Georgia
+$97.3K
5
CA
CoreCap Advisors
Michigan
+$80.6K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$17.8M
2
Osaic Holdings
Osaic Holdings
Arizona
-$10.9M
3
FA
Fermata Advisors
California
-$1.77M
4
OMC
Old Mission Capital
Illinois
-$1.22M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$833K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$108K – – –
ASN
27
Advisory Services Network
Georgia
$97.1K +$97.3K +3,623 New
CA
28
CoreCap Advisors
Michigan
$80.4K +$80.6K +3,000 New
IA
29
IFP Advisors
Florida
$72K – – –
OIA
30
Optimum Investment Advisors
Illinois
$71K – – –
UBS Group
31
UBS Group
Switzerland
$54.5K -$59.4K -2,211 -52%
SWM
32
Spire Wealth Management
Virginia
$54K – – –
AAP
33
Arax Advisory Partners
Colorado
$29.7K – – –
NA
34
NewEdge Advisors
Louisiana
$20.3K +$20.3K +756 New
LFG
35
Larson Financial Group
Missouri
$15.5K +$15.6K +580 New
CA
36
Corrado Advisors
New Jersey
$1.47K +$1.48K +55 New
CPIG
37
Chicago Partners Investment Group
Illinois
– -$468K -17,550 Closed
Citadel Advisors
38
Citadel Advisors
Florida
– -$213K -8,195 Closed
SB
39
Strategic Blueprint
Georgia
– -$206K -7,921 Closed
CWM
40
Castle Wealth Management
Florida
– -$47K -1,818 Closed
1
2

UJUN Hedge Fund Activity: Q4 2022 in Review

36 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF June (UJUN) for Q4 2022, worth a combined $595M — up 613% from $83.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UJUN positions and 4 closed out — a net gain of 5 holders — while 2 added to existing stakes and 14 trimmed.

The largest buyer was Berger Financial Group, opening a new position worth an estimated $760K. The largest seller was Brookstone Capital Management, cutting an estimated $17.8M.

  • 36 institutional investors held Innovator US Equity Ultra Buffer ETF June (UJUN) as of Q4 2022, up from 31 in Q3 2022.
  • Funds reported $595M of Innovator US Equity Ultra Buffer ETF June stock for Q4 2022, up 613% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Ultra Buffer ETF June positions in Q4 2022 and 4 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Ultra Buffer ETF June buyer in Q4 2022 was Berger Financial Group, an estimated $760K added.
  • The largest Innovator US Equity Ultra Buffer ETF June seller in Q4 2022 was Brookstone Capital Management, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2022.