Innovator US Equity Buffer ETF July
BJUL
25 hedge funds and large institutions have $34.4M invested in Innovator US Equity Buffer ETF July in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
83% more capital invested
Capital invested by funds: $18.8M → $34.4M (+$15.7M)
79% more funds holding
Funds holding: 14 → 25 (+11)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
23.86% more ownership
Funds ownership: 21.55% → 45.42% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$6.23M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.67M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.39M |
| 4 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
+$1.03M |
| 5 |
Jane Street
New York
|
+$641K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Next Financial Group
Houston,
Texas
|
-$284K |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$245K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$236K |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$8.45K |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$2.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
26
Regal Investment Advisors
Kentwood,
Michigan
| – | -$245K | -9,514 | Closed |
|
|
27
Koshinski Asset Management
Decatur,
Illinois
| – | -$236K | -9,165 | Closed |
|
BJUL Hedge Fund Activity: Q3 2019 in Review
25 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q3 2019, worth a combined $34.4M — up 83% from $18.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BJUL positions and 2 closed out — a net gain of 11 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $6.23M. The largest seller was Next Financial Group, cutting an estimated $284K.
- 25 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q3 2019, up from 14 in Q2 2019.
- Funds reported $34.4M of Innovator US Equity Buffer ETF July stock for Q3 2019, up 83% quarter-over-quarter.
- 13 funds opened new Innovator US Equity Buffer ETF July positions in Q3 2019 and 2 closed out, a net change of +11 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q3 2019 was L.J. Altfest & Co, an estimated $6.23M added.
- The largest Innovator US Equity Buffer ETF July seller in Q3 2019 was Next Financial Group, an estimated $284K sold.
Based on aggregated 13F filings for Q3 2019.