Innovator US Equity Buffer ETF July
BJUL
30 hedge funds and large institutions have $32.4M invested in Innovator US Equity Buffer ETF July in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
20% more funds holding
Funds holding: 25 → 30 (+5)
4.02% less ownership
Funds ownership: 45.42% → 41.39% (-4%)
6% less capital invested
Capital invested by funds: $34.4M → $32.4M (-$2.07M)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$2.66M |
| 2 |
LPL Financial
San Diego,
California
|
+$599K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$509K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$380K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$331K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$6.27M |
| 2 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$678K |
| 3 |
Jane Street
New York
|
-$465K |
| 4 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$284K |
| 5 |
HCM
Hudson Capital Management
Ramsey,
New Jersey
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $30K | -$80.5K | -3,000 | -74% |
|
|
WCG
27
Weaver Consulting Group
Huntington Beach,
California
| $27K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | +$14.9K | +557 | New |
|
29
UBS Group
Zurich,
Switzerland
| $6K | +$5.36K | +200 | New |
|
|
LJAC
30
L.J. Altfest & Co
New York
| – | -$6.27M | -239,716 | Closed |
|
|
HCM
31
Hudson Capital Management
Ramsey,
New Jersey
| – | -$279K | -10,661 | Closed |
|
|
SIS
32
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$241K | -9,231 | Closed |
|
|
DP
33
Denver PWM
Denver,
Colorado
| – | -$107K | -4,098 | Closed |
|
|
MWM
34
Maltin Wealth Management
Ridgewood,
New Jersey
| – | +$27 | +1 | New |
|
BJUL Hedge Fund Activity: Q4 2019 in Review
30 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q4 2019, worth a combined $32.4M — down 6% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BJUL positions and 4 closed out — a net gain of 5 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Arlington Capital Management, opening a new position worth an estimated $2.66M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $6.27M sold.
- 30 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q4 2019, up from 25 in Q3 2019.
- Funds reported $32.4M of Innovator US Equity Buffer ETF July stock for Q4 2019, down 6% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF July positions in Q4 2019 and 4 closed out, a net change of +5 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q4 2019 was Arlington Capital Management, an estimated $2.66M added.
- The largest Innovator US Equity Buffer ETF July seller in Q4 2019 was L.J. Altfest & Co, an estimated $6.27M sold.
Based on aggregated 13F filings for Q4 2019.