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Innovator US Equity Buffer ETF July
BJUL

110 hedge funds and large institutions have $136M invested in Innovator US Equity Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

7% more funds holding

Funds holding: 103 → 110 (+7)

8.2% less ownership

Funds ownership: 78.16% → 69.96% (-8.2%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

53% less capital invested

Capital invested by funds: $288M → $136M (-$151M)

73% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 51

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
14
Reduced
51
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AGA
Accuvest Global Advisors
Utah
+$5.93M
2
PCM
Penserra Capital Management
California
+$2.33M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2M
4
CA
CoreCap Advisors
Michigan
+$851K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$845K

Top Sellers

Rank Fund Capital Flow
1
BMM
Berkshire Money Management
Massachusetts
-$76M
2
GI
Gradient Investments
Minnesota
-$71M
3
W
Wealthquest
Ohio
-$11.4M
4
BCM
Brookstone Capital Management
Illinois
-$7.84M
5
MW
Marcum Wealth
Ohio
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$1.14M -$8.55K -220 -0.8%
CAN
27
Cetera Advisor Networks
California
$1.07M -$441K -11,350 -30%
DFA
28
DHJJ Financial Advisors
Illinois
$1.07M -$15.7K -405 -2%
LPL Financial
29
LPL Financial
California
$1.05M +$381K +9,802 +60%
CWG
30
Cornerstone Wealth Group
North Carolina
$1M -$91.1K -2,344 -9%
GTAM
31
Global Trust Asset Management
Florida
$986K – – –
FFA
32
Fragasso Financial Advisors
Pennsylvania
$962K – – –
OMC
33
Old Mission Capital
Illinois
$961K +$488K +12,546 +111%
CA
34
Cetera Advisors
Colorado
$940K -$486K -12,492 -35%
LF
35
Lantz Financial
Illinois
$926K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$877K +$845K +21,745 New
VBFP
37
Valtinson Bruner Financial Planning
Minnesota
$874K -$2.17M -55,837 -72%
BWM
38
BCGM Wealth Management
Indiana
$865K – – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$787K -$6.61K -170 -0.9%
SPC
40
Sigma Planning Corp
Michigan
$761K -$303K -7,805 -29%
BWM
41
BCS Wealth Management
Tennessee
$748K -$91.9K -2,365 -11%
RA
42
RFG Advisory
Alabama
$732K +$706K +18,154 New
KAS
43
Kestra Advisory Services
Texas
$722K +$139K +3,584 +25%
BWM
44
Buska Wealth Management
Wisconsin
$695K +$670K +17,244 New
SAM
45
Secure Asset Management
Michigan
$690K +$665K +17,119 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$675K +$320K +8,234 +97%
MML Investors Services
47
MML Investors Services
Massachusetts
$664K -$33.5K -863 -5%
DIM
48
Delta Investment Management
California
$655K -$10.7K -276 -2%
BPA
49
Beacon Pointe Advisors
California
$647K -$22K -567 -3%
OWA
50
Outlook Wealth Advisors
Texas
$603K -$31K -797 -5%
1
2
3 4 5

BJUL Hedge Fund Activity: Q1 2024 in Review

110 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q1 2024, worth a combined $136M — down 53% from $288M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BJUL positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 51 trimmed.

The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $5.93M. The largest seller was Berkshire Money Management, cutting an estimated $76M.

  • 110 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q1 2024, up from 103 in Q4 2023.
  • Funds reported $136M of Innovator US Equity Buffer ETF July stock for Q1 2024, down 53% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Buffer ETF July positions in Q1 2024 and 7 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Buffer ETF July buyer in Q1 2024 was Accuvest Global Advisors, an estimated $5.93M added.
  • The largest Innovator US Equity Buffer ETF July seller in Q1 2024 was Berkshire Money Management, an estimated $76M sold.

Based on aggregated 13F filings for Q1 2024.