We are live on ! Find out more
UJUN icon

Innovator US Equity Ultra Buffer ETF June

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.

New
Increased
Maintained
Reduced
Closed

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: 1930 (+11)

Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
6
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Atria Investments
North Carolina
$11M +$10.9M +383,406 New
CAS
2
Cascadia Advisory Services
Oregon
$10.7M +$10.6M +374,825 New
CRWM
3
Castle Rock Wealth Management
California
$1.4M +$24.2K +853 +2%
Citadel Advisors
4
Citadel Advisors
Florida
$755K -$1.16M -40,822 -61%
MSFS
5
Main Street Financial Solutions
Pennsylvania
$744K +$739K +26,003 New
HFA
6
Hoover Financial Advisors
Pennsylvania
$545K +$541K +19,053 New
Osaic Holdings
7
Osaic Holdings
Arizona
$542K +$377K +13,284 +233%
CPIG
8
Chicago Partners Investment Group
Illinois
$506K +$499K +17,550 New
OMC
9
Old Mission Capital
Illinois
$408K +$406K +14,273 New
AIC
10
Archer Investment Corporation
Indiana
$394K +$137K +4,834 +54%
SB
11
Strategic Blueprint
Georgia
$393K +$18.2K +640 +5%
AW
12
ACG Wealth
Georgia
$392K +$389K +13,700 New
IA
13
IFP Advisors
Florida
$382K
DAS
14
Dynamic Advisor Solutions
Arizona
$279K +$277K +9,740 New
SWM
15
Spire Wealth Management
Virginia
$255K +$253K +8,900 New
HighTower Advisors
16
HighTower Advisors
Illinois
$217K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$216K +$215K +7,551 New
CAN
18
Cetera Advisor Networks
California
$210K +$208K +7,326 New
HI
19
Harbour Investments
Wisconsin
$115K +$60.9K +2,143 +114%
OIA
20
Optimum Investment Advisors
Illinois
$76K +$75.3K +2,650 New
TWM
21
Tradition Wealth Management
Minnesota
$73K +$74.7K +2,628 New
CFA
22
Carroll Financial Associates
North Carolina
$53K +$19.4K +684 +57%
CP
23
Castleview Partners
Texas
$43K +$42.4K +1,494 New
EWM
24
Elmwood Wealth Management
California
$41K
IFAM
25
Institutional & Family Asset Management
Colorado
$37K +$36.7K +1,290 New

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.