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Innovator US Equity Buffer ETF July
BJUL

103 hedge funds and large institutions have $153M invested in Innovator US Equity Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $136M → $153M (+$16.4M)

11.83% more ownership

Funds ownership: 69.96% → 81.79% (+12%)

6% less funds holding

Funds holding: 110 → 103 (-7)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
24
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$13.9M
2
RIL
Rothschild Investment LLC
Illinois
+$3.7M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.33M
4
Cerity Partners
Cerity Partners
New York
+$2.2M
5
KAS
Kestra Advisory Services
Texas
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
AGA
Accuvest Global Advisors
Utah
-$6.16M
2
LNC
Lincoln National Corp
Pennsylvania
-$1.74M
3
OMC
Old Mission Capital
Illinois
-$961K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$877K
5
AIA
Alera Investment Advisors
Illinois
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$1.16M -$14.2K -350 -1%
BPA
27
Beacon Pointe Advisors
California
$1.14M +$460K +11,326 +71%
CA
28
CoreCap Advisors
Michigan
$1.08M -$477K -11,748 -31%
CWG
29
Cornerstone Wealth Group
North Carolina
$1.04M – – –
GTAM
30
Global Trust Asset Management
Florida
$1.02M – – –
GI
31
Gradient Investments
Minnesota
$1.01M -$238K -5,864 -19%
FFA
32
Fragasso Financial Advisors
Pennsylvania
$997K – – –
OWA
33
Outlook Wealth Advisors
Texas
$990K – – –
LF
34
Lantz Financial
Illinois
$957K -$2.84K -70 -0.3%
VBFP
35
Valtinson Bruner Financial Planning
Minnesota
$903K -$1.95K -48 -0.2%
BWM
36
BCGM Wealth Management
Indiana
$896K – – –
DFA
37
DHJJ Financial Advisors
Illinois
$849K -$248K -6,103 -23%
SPC
38
Sigma Planning Corp
Michigan
$795K +$5.61K +138 +0.7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$782K -$32.7K -806 -4%
SAM
40
Secure Asset Management
Michigan
$779K +$61.6K +1,516 +9%
BWM
41
BCS Wealth Management
Tennessee
$755K -$19.7K -486 -3%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$689K -$9.75K -240 -1%
MML Investors Services
43
MML Investors Services
Massachusetts
$670K -$16.9K -415 -3%
CAM
44
Cresset Asset Management
Illinois
$585K – – –
Citadel Advisors
45
Citadel Advisors
Florida
$555K +$50K +1,231 +10%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$552K +$278K +6,846 +108%
FCFC
47
First Commonwealth Financial Corp
Pennsylvania
$529K – – –
AAP
48
Arax Advisory Partners
Colorado
$520K -$7.92K -195 -2%
KCM
49
Kathmere Capital Management
Pennsylvania
$509K – – –
CCAL
50
City Center Advisors LLC
Michigan
$506K – – –
1
2
3 4 5

BJUL Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q2 2024, worth a combined $153M — up 12% from $136M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BJUL and 7 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 24 added.

The largest buyer was Brookstone Capital Management, adding an estimated $13.9M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $6.16M sold.

  • 103 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q2 2024, down from 110 in Q1 2024.
  • Funds reported $153M of Innovator US Equity Buffer ETF July stock for Q2 2024, up 12% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Buffer ETF July positions in Q2 2024 and 12 closed out, a net change of -5 holders.
  • The largest Innovator US Equity Buffer ETF July buyer in Q2 2024 was Brookstone Capital Management, an estimated $13.9M added.
  • The largest Innovator US Equity Buffer ETF July seller in Q2 2024 was Accuvest Global Advisors, an estimated $6.16M sold.

Based on aggregated 13F filings for Q2 2024.