Innovator US Equity Buffer ETF July
BJUL
31 hedge funds and large institutions have $35.1M invested in Innovator US Equity Buffer ETF July in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 7 closing their positions.
37% more capital invested
Capital invested by funds: $25.6M → $35.1M (+$9.51M)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
9.17% more ownership
Funds ownership: 38.78% → 47.95% (+9.2%)
7% more funds holding
Funds holding: 29 → 31 (+2)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.45M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.97M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$808K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$410K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$883K |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$479K |
| 3 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$353K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$212K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$136K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
26
Glen Eagle Advisors
Kingston,
New Jersey
| $72.3K | – | – | – |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $45K | -$439 | -15 | -1% |
|
28
UBS Group
Zurich,
Switzerland
| $43K | +$41.6K | +1,420 | New |
|
29
Wells Fargo
San Francisco,
California
| $41K | +$40.2K | +1,372 | New |
|
|
BFC
30
Bedel Financial Consulting
Indianapolis,
Indiana
| $39K | -$34.2K | -1,169 | -47% |
|
|
TWM
31
Tradition Wealth Management
Edina,
Minnesota
| $4K | +$4.01K | +137 | New |
|
|
AAS
32
Avantax Advisory Services
Dallas,
Texas
| – | -$883K | -31,183 | Closed |
|
|
33
Wolverine Trading
Chicago,
Illinois
| – | -$479K | -17,007 | Closed |
|
|
BMM
34
Berkshire Money Management
Dalton,
Massachusetts
| – | -$353K | -12,467 | Closed |
|
|
CAN
35
Cetera Advisor Networks
El Segundo,
California
| – | -$212K | -7,491 | Closed |
|
|
WCG
36
Weaver Consulting Group
Huntington Beach,
California
| – | -$45K | -1,596 | Closed |
|
|
ASN
37
Advisory Services Network
Atlanta,
Georgia
| – | -$38K | -1,337 | Closed |
|
38
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$14K | -500 | Closed |
|
BJUL Hedge Fund Activity: Q4 2020 in Review
31 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q4 2020, worth a combined $35.1M — up 37% from $25.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BJUL positions and 7 closed out — a net gain of 2 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was IFP Advisors, adding an estimated $5.45M. The largest seller was Avantax Advisory Services, exiting entirely with an estimated $883K sold.
- 31 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q4 2020, up from 29 in Q3 2020.
- Funds reported $35.1M of Innovator US Equity Buffer ETF July stock for Q4 2020, up 37% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF July positions in Q4 2020 and 7 closed out, a net change of +2 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q4 2020 was IFP Advisors, an estimated $5.45M added.
- The largest Innovator US Equity Buffer ETF July seller in Q4 2020 was Avantax Advisory Services, an estimated $883K sold.
Based on aggregated 13F filings for Q4 2020.