Innovator US Equity Ultra Buffer ETF June
UJUN
38 hedge funds and large institutions have $35.4M invested in Innovator US Equity Ultra Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.
6.03% more ownership
Funds ownership: 59.23% → 65.26% (+6%)
2% less capital invested
Capital invested by funds: $36M → $35.4M (-$563K)
3% less funds holding
Funds holding: 39 → 38 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$693K |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$438K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$281K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$232K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$672K |
| 2 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$652K |
| 3 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$541K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$465K |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$394K |
UJUN Hedge Fund Activity: Q1 2024 in Review
38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF June (UJUN) for Q1 2024, worth a combined $35.4M — down 1.6% from $36M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UJUN and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 8 added.
The largest buyer was Kestra Advisory Services, adding an estimated $693K. The largest seller was Osaic Holdings, cutting an estimated $672K.
- 38 institutional investors held Innovator US Equity Ultra Buffer ETF June (UJUN) as of Q1 2024, down from 39 in Q4 2023.
- Funds reported $35.4M of Innovator US Equity Ultra Buffer ETF June stock for Q1 2024, down 1.6% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Ultra Buffer ETF June positions in Q1 2024 and 4 closed out, a net change of -1 holder.
- The largest Innovator US Equity Ultra Buffer ETF June buyer in Q1 2024 was Kestra Advisory Services, an estimated $693K added.
- The largest Innovator US Equity Ultra Buffer ETF June seller in Q1 2024 was Osaic Holdings, an estimated $672K sold.
Based on aggregated 13F filings for Q1 2024.