Innovator US Equity Buffer ETF July
BJUL
29 hedge funds and large institutions have $25.6M invested in Innovator US Equity Buffer ETF July in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
16% more funds holding
Funds holding: 25 → 29 (+4)
8.56% more ownership
Funds ownership: 30.22% → 38.78% (+8.6%)
12% less capital invested
Capital invested by funds: $29M → $25.6M (-$3.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.17M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$1.02M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$875K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$693K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$6.34M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.29M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$814K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$438K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$338K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCG
26
Weaver Consulting Group
Huntington Beach,
California
| $45K | – | – | – |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $43K | +$42.2K | +1,505 | New |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $38K | +$37.5K | +1,337 | New |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $14K | +$14K | +500 | New |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.29M | -47,730 | Closed |
|
|
JIP
31
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$338K | -12,521 | Closed |
|
32
Jane Street
New York
| – | -$264K | -9,791 | Closed |
|
33
UBS Group
Zurich,
Switzerland
| – | -$3K | -111 | Closed |
|
BJUL Hedge Fund Activity: Q3 2020 in Review
29 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q3 2020, worth a combined $25.6M — down 12% from $29M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BJUL positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.17M. The largest seller was Berkshire Money Management, cutting an estimated $6.34M.
- 29 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q3 2020, up from 25 in Q2 2020.
- Funds reported $25.6M of Innovator US Equity Buffer ETF July stock for Q3 2020, down 12% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Buffer ETF July positions in Q3 2020 and 4 closed out, a net change of +4 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q3 2020 was Old Mission Capital, an estimated $1.17M added.
- The largest Innovator US Equity Buffer ETF July seller in Q3 2020 was Berkshire Money Management, an estimated $6.34M sold.
Based on aggregated 13F filings for Q3 2020.