Innovator US Equity Ultra Buffer ETF June
UJUN
36 hedge funds and large institutions have $69.6M invested in Innovator US Equity Ultra Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
8.76% more ownership
Funds ownership: 69.48% → 78.24% (+8.8%)
0% more funds holding
Funds holding: 36 → 36 (0)
88% less capital invested
Capital invested by funds: $595M → $69.6M (-$526M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.24M |
| 2 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$3.76M |
| 3 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.41M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$554K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$498K |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$377K |
| 3 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$322K |
| 4 |
FA
Fermata Advisors
Sonoma,
California
|
-$261K |
| 5 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$245K |
UJUN Hedge Fund Activity: Q1 2023 in Review
36 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF June (UJUN) for Q1 2023, worth a combined $69.6M — down 88% from $595M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UJUN positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $6.24M. The largest seller was Old Mission Capital, exiting entirely with an estimated $498K sold.
- 36 institutional investors held Innovator US Equity Ultra Buffer ETF June (UJUN) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $69.6M of Innovator US Equity Ultra Buffer ETF June stock for Q1 2023, down 88% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Ultra Buffer ETF June positions in Q1 2023 and 7 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF June buyer in Q1 2023 was Brookstone Capital Management, an estimated $6.24M added.
- The largest Innovator US Equity Ultra Buffer ETF June seller in Q1 2023 was Old Mission Capital, an estimated $498K sold.
Based on aggregated 13F filings for Q1 2023.