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Innovator US Equity Buffer ETF July
BJUL

99 hedge funds and large institutions have $282M invested in Innovator US Equity Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,500% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 1

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

300% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 11

187% more capital invested

Capital invested by funds: $98.5M → $282M (+$184M)

34% more funds holding

Funds holding: 74 → 99 (+25)

7.78% more ownership

Funds ownership: 75.85% → 83.63% (+7.8%)

Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
44
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BMM
Berkshire Money Management
Massachusetts
+$73.3M
2
GI
Gradient Investments
Minnesota
+$60.5M
3
BCM
Brookstone Capital Management
Illinois
+$8.03M
4
MAM
Milestone Asset Management
Pennsylvania
+$7.38M
5
FIA
Foundations Investment Advisors
Arizona
+$7.33M

Top Sellers

Rank Fund Capital Flow
1
CPIG
Chicago Partners Investment Group
Illinois
-$203K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$162K
3
Citadel Advisors
Citadel Advisors
Florida
-$130K
4
OIA
OneDigital Investment Advisors
Kansas
-$66.3K
5
AL
ACAS LLC
California
-$30.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
MPCL
26
My Personal CFO LLC
Washington
$1.29M +$378K +10,670 +40%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.26M – – –
FHC
28
First Heartland Consultants
Missouri
$1.23M +$1.27M +35,760 New
CA
29
Cetera Advisors
Colorado
$1.2M +$414K +11,694 +51%
MIM
30
Macroview Investment Management
Maryland
$1.13M +$1.16M +32,866 New
SWA
31
Stratos Wealth Advisors
Ohio
$1.12M +$1.15M +32,623 New
SWM
32
Spire Wealth Management
Virginia
$1.11M +$70.9K +2,004 +7%
LNC
33
Lincoln National Corp
Pennsylvania
$1.09M +$70.8K +2,000 +7%
William Blair & Company
34
William Blair & Company
Illinois
$978K +$898K +25,381 +846%
SCA
35
Snowden Capital Advisors
New York
$977K +$757K +21,391 +308%
AWM
36
AE Wealth Management
Kansas
$974K +$283K +8,007 +40%
CWG
37
Cornerstone Wealth Group
North Carolina
$941K – – –
DFA
38
DHJJ Financial Advisors
Illinois
$940K +$75K +2,119 +8%
GS
39
GTS Securities
New York
$869K +$892K +25,202 New
GTAM
40
Global Trust Asset Management
Florida
$843K +$299K +8,450 +53%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$823K -$6.9K -195 -0.8%
LF
42
Lantz Financial
Illinois
$792K +$103K +2,922 +15%
BWM
43
BCS Wealth Management
Tennessee
$763K +$261K +7,374 +50%
BWM
44
BCGM Wealth Management
Indiana
$739K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$686K +$445K +12,589 +172%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$678K +$305K +8,618 +78%
SAG
47
SageView Advisory Group
California
$667K -$9.91K -280 -1%
BPA
48
Beacon Pointe Advisors
California
$612K +$198K +5,590 +46%
MML Investors Services
49
MML Investors Services
Massachusetts
$582K +$367K +10,382 +160%
Citadel Advisors
50
Citadel Advisors
Florida
$565K -$130K -3,675 -18%
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BJUL Hedge Fund Activity: Q3 2023 in Review

99 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q3 2023, worth a combined $282M — up 187% from $98.5M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BJUL positions and 1 closed out — a net gain of 25 holders — while 44 added to existing stakes and 11 trimmed.

The largest buyer was Berkshire Money Management, adding an estimated $73.3M. The largest seller was Chicago Partners Investment Group, exiting entirely with an estimated $203K sold.

  • 99 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q3 2023, up from 74 in Q2 2023.
  • Funds reported $282M of Innovator US Equity Buffer ETF July stock for Q3 2023, up 187% quarter-over-quarter.
  • 26 funds opened new Innovator US Equity Buffer ETF July positions in Q3 2023 and 1 closed out, a net change of +25 holders.
  • The largest Innovator US Equity Buffer ETF July buyer in Q3 2023 was Berkshire Money Management, an estimated $73.3M added.
  • The largest Innovator US Equity Buffer ETF July seller in Q3 2023 was Chicago Partners Investment Group, an estimated $203K sold.

Based on aggregated 13F filings for Q3 2023.