Innovator US Equity Ultra Buffer ETF June
UJUN
41 hedge funds and large institutions have $49.6M invested in Innovator US Equity Ultra Buffer ETF June in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
3% more funds holding
Funds holding: 40 → 41 (+1)
0.16% less ownership
Funds ownership: 62.71% → 62.55% (-0.16%)
9% less capital invested
Capital invested by funds: $54.6M → $49.6M (-$5.08M)
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$658K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$583K |
| 4 |
LPL Financial
San Diego,
California
|
+$425K |
| 5 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$3.02M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.41M |
| 3 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$1.09M |
| 4 |
MSRI
Michael S. Ryan Inc
Latham,
New York
|
-$667K |
| 5 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$496K |
UJUN Hedge Fund Activity: Q3 2023 in Review
41 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF June (UJUN) for Q3 2023, worth a combined $49.6M — down 9.3% from $54.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UJUN positions and 7 closed out — a net gain of 1 holder — while 7 added to existing stakes and 15 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.5M. The largest seller was Prosperity Capital Advisors, cutting an estimated $3.02M.
- 41 institutional investors held Innovator US Equity Ultra Buffer ETF June (UJUN) as of Q3 2023, up from 40 in Q2 2023.
- Funds reported $49.6M of Innovator US Equity Ultra Buffer ETF June stock for Q3 2023, down 9.3% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Ultra Buffer ETF June positions in Q3 2023 and 7 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF June buyer in Q3 2023 was JP Morgan Chase, an estimated $1.5M added.
- The largest Innovator US Equity Ultra Buffer ETF June seller in Q3 2023 was Prosperity Capital Advisors, an estimated $3.02M sold.
Based on aggregated 13F filings for Q3 2023.