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Innovator US Equity Buffer ETF July
BJUL

54 hedge funds and large institutions have $58.1M invested in Innovator US Equity Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.57% more ownership

Funds ownership: 60.49% → 69.06% (+8.6%)

9% less capital invested

Capital invested by funds: $63.7M → $58.1M (-$5.55M)

11% less funds holding

Funds holding: 61 → 54 (-7)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

74% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 23

Holders
54
Holders Change
-7
Holders Change %
-11.48%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IIA
Integral Investment Advisors
California
+$4.26M
2
RTS
Round Table Services
New Jersey
+$2.03M
3
MWM
Maltin Wealth Management
New Jersey
+$1.07M
4
PCM
Penserra Capital Management
California
+$618K
5
CA
Calton & Associates
Florida
+$300K

Top Sellers

Rank Fund Capital Flow
1
MW
Marcum Wealth
Ohio
-$6.42M
2
CP
Castleview Partners
Texas
-$1.43M
3
SMC
Smith, Moore & Co
Missouri
-$1.23M
4
OMC
Old Mission Capital
Illinois
-$1.07M
5
LFG
Larson Financial Group
Missouri
-$489K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$375K -$236K -7,289 -39%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$373K +$50.4K +1,557 +16%
FFA
28
Fragasso Financial Advisors
Pennsylvania
$349K – – –
KAS
29
Kestra Advisory Services
Texas
$335K -$5.51K -170 -2%
CPIG
30
Chicago Partners Investment Group
Illinois
$326K – – –
CA
31
Calton & Associates
Florida
$305K +$300K +9,248 New
JWBC
32
John W. Brooker & Co
California
$278K – – –
AL
33
ACAS LLC
California
$269K – – –
USCWA
34
U.S. Capital Wealth Advisors
Texas
$266K -$101K -3,129 -28%
4WM
35
4J Wealth Management
Virginia
$266K – – –
AWA
36
Arkadios Wealth Advisors
Georgia
$243K +$239K +7,376 New
IA
37
IFP Advisors
Florida
$230K +$224K +6,907 +351%
OCM
38
Orion Capital Management
California
$214K -$15.2K -470 -7%
BFA
39
Beacon Financial Advisory
Ohio
$200K – – –
CCM
40
Covington Capital Management
California
$181K +$113K +3,500 +175%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$137K – – –
WWM
42
Wolff Wiese Magana
California
$98K – – –
GEA
43
Glen Eagle Advisors
New Jersey
$79.2K – – –
BFC
44
Bedel Financial Consulting
Indiana
$45K – – –
CP
45
Castleview Partners
Texas
$44K -$1.43M -43,997 -97%
UBS Group
46
UBS Group
Switzerland
$41K -$33.7K -1,040 -45%
AIC
47
Archer Investment Corporation
Indiana
$32.4K – – –
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$26K – – –
LFG
49
Larson Financial Group
Missouri
$21K -$489K -15,100 -96%
Morgan Stanley
50
Morgan Stanley
New York
$13K -$13.9K -430 -52%
1
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BJUL Hedge Fund Activity: Q1 2022 in Review

54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q1 2022, worth a combined $58.1M — down 8.7% from $63.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BJUL and 5 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 6 added.

The largest buyer was Integral Investment Advisors, adding an estimated $4.26M. The largest seller was Marcum Wealth, exiting entirely with an estimated $6.42M sold.

  • 54 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q1 2022, down from 61 in Q4 2021.
  • Funds reported $58.1M of Innovator US Equity Buffer ETF July stock for Q1 2022, down 8.7% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Buffer ETF July positions in Q1 2022 and 10 closed out, a net change of -5 holders.
  • The largest Innovator US Equity Buffer ETF July buyer in Q1 2022 was Integral Investment Advisors, an estimated $4.26M added.
  • The largest Innovator US Equity Buffer ETF July seller in Q1 2022 was Marcum Wealth, an estimated $6.42M sold.

Based on aggregated 13F filings for Q1 2022.