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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
GI
51
Gradient Investments
Minnesota
$10K -$18.6K -574 -66%
IF
52
Integrity Financial
Wyoming
$6K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$4K -$46.6K -1,440 -92%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$3K – – –
MW
55
Marcum Wealth
Ohio
– -$6.42M -192,420 Closed
SMC
56
Smith, Moore & Co
Missouri
– -$1.23M -36,701 Closed
OMC
57
Old Mission Capital
Illinois
– -$1.07M -32,213 Closed
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
– -$465K -13,946 Closed
BPA
59
Beacon Pointe Advisors
California
– -$446K -13,357 Closed
S
60
SignatureFD
Georgia
– -$419K -12,556 Closed
Citadel Advisors
61
Citadel Advisors
Florida
– -$403K -12,071 Closed
OWA
62
Outlook Wealth Advisors
Texas
– -$272K -8,138 Closed
BCM
63
Beck Capital Management
Texas
– -$253K -7,585 Closed
CA
64
CoreCap Advisors
Michigan
– -$65K -1,944 Closed
1 2
3

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.