Innovator US Equity Ultra Buffer ETF June
UJUN
40 hedge funds and large institutions have $54.6M invested in Innovator US Equity Ultra Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
11% more funds holding
Funds holding: 36 → 40 (+4)
15.53% less ownership
Funds ownership: 78.24% → 62.71% (-16%)
24% less capital invested
Capital invested by funds: $71.9M → $54.6M (-$17.2M)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFCI
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
+$1.93M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$936K |
| 3 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
+$673K |
| 4 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$589K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$538K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22.5M |
| 2 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$1M |
| 3 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$841K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$561K |
| 5 |
4WM
4J Wealth Management
Alexandria,
Virginia
|
-$512K |
UJUN Hedge Fund Activity: Q2 2023 in Review
40 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF June (UJUN) for Q2 2023, worth a combined $54.6M — down 24% from $71.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new UJUN positions and 10 closed out — a net gain of 4 holders — while 6 added to existing stakes and 12 trimmed.
The largest buyer was Comprehensive Financial Consultants Institutional, opening a new position worth an estimated $1.93M. The largest seller was Osaic Holdings, cutting an estimated $22.5M.
- 40 institutional investors held Innovator US Equity Ultra Buffer ETF June (UJUN) as of Q2 2023, up from 36 in Q1 2023.
- Funds reported $54.6M of Innovator US Equity Ultra Buffer ETF June stock for Q2 2023, down 24% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Ultra Buffer ETF June positions in Q2 2023 and 10 closed out, a net change of +4 holders.
- The largest Innovator US Equity Ultra Buffer ETF June buyer in Q2 2023 was Comprehensive Financial Consultants Institutional, an estimated $1.93M added.
- The largest Innovator US Equity Ultra Buffer ETF June seller in Q2 2023 was Osaic Holdings, an estimated $22.5M sold.
Based on aggregated 13F filings for Q2 2023.