We are live on ! Find out more
UJUN icon

Innovator US Equity Ultra Buffer ETF June

21 hedge funds and large institutions have $5.9M invested in Innovator US Equity Ultra Buffer ETF June in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

7.47% less ownership

Funds ownership: 38.53%31.06% (-7.5%)

34% less capital invested

Capital invested by funds: $8.89M → $5.9M (-$2.99M)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
1
Castle Rock Wealth Management
California
$1.35M
MSFS
2
Main Street Financial Solutions
Pennsylvania
$779K +$14.6K +500 +2%
SB
3
Strategic Blueprint
Georgia
$581K +$28.5K +976 +5%
CPIG
4
Chicago Partners Investment Group
Illinois
$508K
Osaic Holdings
5
Osaic Holdings
Arizona
$470K -$87.5K -3,000 -16%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$434K -$513K -17,590 -54%
DAS
7
Dynamic Advisor Solutions
Arizona
$298K -$2.92K -100 -1%
SWM
8
Spire Wealth Management
Virginia
$262K
AIC
9
Archer Investment Corporation
Indiana
$251K -$90.2K -3,093 -27%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$222K
AWA
11
Arete Wealth Advisors
Illinois
$209K +$207K +7,099 New
HI
12
Harbour Investments
Wisconsin
$118K
CA
13
CoreCap Advisors
Michigan
$88K +$87.5K +3,000 New
OIA
14
Optimum Investment Advisors
Illinois
$78K
CFA
15
Carroll Financial Associates
North Carolina
$55K
MCC
16
Money Concepts Capital
Florida
$55K +$55K +1,885 New
EWM
17
Elmwood Wealth Management
California
$42K +$42K +1,440 New
UBS Group
18
UBS Group
Switzerland
$40K +$40.2K +1,377 New
NFG
19
Next Financial Group
Texas
$30K
BFC
20
Bedel Financial Consulting
Indiana
$21K
OCM
21
Orion Capital Management
California
$15K
AA
22
Advisory Alpha
Michigan
-$1.8M -62,566 Closed
OMC
23
Old Mission Capital
Illinois
-$689K -24,006 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$299K -10,408 Closed
IFAM
25
Institutional & Family Asset Management
Colorado
-$51K -1,768 Closed

UJUN Hedge Fund Activity: Q4 2021 in Review

21 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF June (UJUN) for Q4 2021, worth a combined $5.9M — down 34% from $8.89M a quarter earlier.

Fund positioning in UJUN was balanced in Q4 2021: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 4 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $207K. The largest seller was Advisory Alpha, exiting entirely with an estimated $1.8M sold.

  • 21 institutional investors held Innovator US Equity Ultra Buffer ETF June (UJUN) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $5.9M of Innovator US Equity Ultra Buffer ETF June stock for Q4 2021, down 34% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Ultra Buffer ETF June positions in Q4 2021 and 5 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Ultra Buffer ETF June buyer in Q4 2021 was Arete Wealth Advisors, an estimated $207K added.
  • The largest Innovator US Equity Ultra Buffer ETF June seller in Q4 2021 was Advisory Alpha, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2021.