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Innovator US Equity Ultra Buffer ETF June

49 hedge funds and large institutions have $44.6M invested in Innovator US Equity Ultra Buffer ETF June in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 4849 (+1)

0.85% more ownership

Funds ownership: 70%70.85% (+0.85%)

8% less capital invested

Capital invested by funds: $48.6M → $44.6M (-$3.95M)

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Berger Financial Group
Minnesota
$6.81M -$288K -8,493 -4%
TF
2
Trek Financial
Arizona
$5.07M -$313K -9,226 -6%
PCA
3
Prosperity Capital Advisors
Ohio
$4.61M +$543K +15,994 +13%
KWM
4
KFG Wealth Management
Indiana
$3.96M -$1.83M -54,014 -31%
CRWM
5
Castle Rock Wealth Management
California
$1.44M
KAS
6
Kestra Advisory Services
Texas
$1.41M -$33.1K -975 -2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.37M +$951K +28,014 +212%
SWM
8
Spire Wealth Management
Virginia
$1.19M -$228K -6,723 -16%
BCM
9
Brookstone Capital Management
Illinois
$1.16M -$75.4K -2,221 -6%
OMC
10
Old Mission Capital
Illinois
$1.1M +$428K +12,592 +61%
OCFG
11
O'Connor Financial Group
Illinois
$1.04M
LPL Financial
12
LPL Financial
California
$974K +$214K +6,303 +27%
WFAG
13
Worth Financial Advisory Group
North Carolina
$917K
SAG
14
SageView Advisory Group
California
$910K
WTFG
15
Wood Tarver Financial Group
Idaho
$888K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$867K -$238 -7 -0%
IWM
17
IMG Wealth Management
Florida
$866K -$2.44K -72 -0.3%
Osaic Holdings
18
Osaic Holdings
Arizona
$790K -$50.3K -1,481 -6%
Truist Financial
19
Truist Financial
North Carolina
$725K -$679 -20 -0.1%
CVA
20
Central Valley Advisors
California
$719K -$9.98K -294 -1%
BPA
21
Beacon Pointe Advisors
California
$702K
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$578K -$25.5K -751 -4%
GSIAS
23
Garden State Investment Advisory Services
New Jersey
$571K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$553K -$2.3M -67,774 -80%
AIA
25
AssuredPartners Investment Advisors
Florida
$509K -$49K -1,442 -9%

UJUN Hedge Fund Activity: Q1 2025 in Review

49 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF June (UJUN) for Q1 2025, worth a combined $44.6M — down 8.1% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UJUN positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $951K. The largest seller was Commonwealth Equity Services, cutting an estimated $2.3M.

  • 49 institutional investors held Innovator US Equity Ultra Buffer ETF June (UJUN) as of Q1 2025, up from 48 in Q4 2024.
  • Funds reported $44.6M of Innovator US Equity Ultra Buffer ETF June stock for Q1 2025, down 8.1% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Ultra Buffer ETF June positions in Q1 2025 and 2 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF June buyer in Q1 2025 was Susquehanna International Group, an estimated $951K added.
  • The largest Innovator US Equity Ultra Buffer ETF June seller in Q1 2025 was Commonwealth Equity Services, an estimated $2.3M sold.

Based on aggregated 13F filings for Q1 2025.