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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$760K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$327K |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$268K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$97.3K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$80.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$17.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.9M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
-$1.77M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.22M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$833K |
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.