Innovator US Equity Buffer ETF July
BJUL
27 hedge funds and large institutions have $31.9M invested in Innovator US Equity Buffer ETF July in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 8 closing their positions.
1.72% less ownership
Funds ownership: 47.95% → 46.22% (-1.7%)
9% less capital invested
Capital invested by funds: $35.1M → $31.9M (-$3.17M)
13% less funds holding
Funds holding: 31 → 27 (-4)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.81M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$3.37M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$755K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$569K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$5.72M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$5.26M |
| 3 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
-$964K |
| 4 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$488K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$406K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Ameritas Investment Company
Lincoln,
Nebraska
| $22.2K | +$21.8K | +717 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $2K | -$5.72M | -187,844 | -100% |
|
|
JSL
28
JT Stratford LLC
Gainesville,
Georgia
| – | -$964K | -31,980 | Closed |
|
|
VBFP
29
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| – | -$488K | -16,148 | Closed |
|
|
KAS
30
Kestra Advisory Services
Austin,
Texas
| – | -$406K | -13,530 | Closed |
|
|
SPC
31
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$342K | -11,366 | Closed |
|
|
CPIG
32
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$232K | -7,654 | Closed |
|
33
UBS Group
Zurich,
Switzerland
| – | -$43K | -1,420 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | -$41K | -1,372 | Closed |
|
|
TWM
35
Tradition Wealth Management
Edina,
Minnesota
| – | -$4K | -137 | Closed |
|
BJUL Hedge Fund Activity: Q1 2021 in Review
27 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q1 2021, worth a combined $31.9M — down 9% from $35.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BJUL and 5 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 4 added.
The largest buyer was Citadel Advisors, adding an estimated $4.81M. The largest seller was IFP Advisors, cutting an estimated $5.72M.
- 27 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q1 2021, down from 31 in Q4 2020.
- Funds reported $31.9M of Innovator US Equity Buffer ETF July stock for Q1 2021, down 9% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Buffer ETF July positions in Q1 2021 and 8 closed out, a net change of -3 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q1 2021 was Citadel Advisors, an estimated $4.81M added.
- The largest Innovator US Equity Buffer ETF July seller in Q1 2021 was IFP Advisors, an estimated $5.72M sold.
Based on aggregated 13F filings for Q1 2021.