Innovator US Equity Buffer ETF July
BJUL
29 hedge funds and large institutions have $30.1M invested in Innovator US Equity Buffer ETF July in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
3.32% more ownership
Funds ownership: 41.39% → 44.71% (+3.3%)
3% less funds holding
Funds holding: 30 → 29 (-1)
7% less capital invested
Capital invested by funds: $32.4M → $30.1M (-$2.25M)
50% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.29M |
| 2 |
XF
XML Financial
Bethesda,
Maryland
|
+$2.04M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$632K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$382K |
| 5 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$355K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$4.37M |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
-$1M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$391K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$341K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $30K | +$28.7K | +1,083 | +542% |
|
|
WCG
27
Weaver Consulting Group
Huntington Beach,
California
| $24K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $1K | -$26.5K | -1,000 | -94% |
|
|
29
Wolverine Trading
Chicago,
Illinois
| – | -$391K | -14,165 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$341K | -12,326 | Closed |
|
|
31
Koshinski Asset Management
Decatur,
Illinois
| – | -$295K | -10,705 | Closed |
|
|
CAN
32
Cetera Advisor Networks
El Segundo,
California
| – | -$206K | -7,416 | Closed |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$15K | -557 | Closed |
|
|
SIS
34
Sound Income Strategies
Ft Lauderdale,
Florida
| – | +$27 | +1 | New |
|
BJUL Hedge Fund Activity: Q1 2020 in Review
29 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q1 2020, worth a combined $30.1M — down 7% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BJUL positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 12 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $7.29M. The largest seller was Berkshire Money Management, cutting an estimated $4.37M.
- 29 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q1 2020, down from 30 in Q4 2019.
- Funds reported $30.1M of Innovator US Equity Buffer ETF July stock for Q1 2020, down 7% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Buffer ETF July positions in Q1 2020 and 6 closed out, a net change of +1 holder.
- The largest Innovator US Equity Buffer ETF July buyer in Q1 2020 was Commonwealth Equity Services, an estimated $7.29M added.
- The largest Innovator US Equity Buffer ETF July seller in Q1 2020 was Berkshire Money Management, an estimated $4.37M sold.
Based on aggregated 13F filings for Q1 2020.