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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
OWA
51
Outlook Wealth Advisors
Texas
$543K +$86.8K +2,454 +18%
SB
52
Strategic Blueprint
Georgia
$528K +$542K +15,313 New
CF
53
Centaurus Financial
California
$519K +$290K +8,183 +119%
CA
54
CoreCap Advisors
Michigan
$513K +$146K +4,130 +38%
CAM
55
Cresset Asset Management
Illinois
$483K +$496K +14,011 New
AIA
56
Alera Investment Advisors
Illinois
$479K – – –
LPL Financial
57
LPL Financial
California
$479K – – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$468K +$480K +13,563 New
AAP
59
Arax Advisory Partners
Colorado
$460K -$7.68K -217 -2%
FCFC
60
First Commonwealth Financial Corp
Pennsylvania
$441K +$113K +3,205 +33%
OIA
61
OneDigital Investment Advisors
Kansas
$432K -$66.3K -1,875 -13%
KCM
62
Kathmere Capital Management
Pennsylvania
$424K – – –
SS
63
Sunbelt Securities
Texas
$321K +$28.3K +800 +9%
SPIA
64
Steward Partners Investment Advisory
New York
$319K +$181K +5,118 +124%
KAS
65
Kestra Advisory Services
Texas
$318K +$27.1K +766 +9%
RJA
66
Raymond James & Associates
Florida
$311K -$17.3K -490 -5%
AWA
67
Arkadios Wealth Advisors
Georgia
$296K +$31.1K +880 +11%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$293K +$301K +8,509 New
DBRC
69
D.B. Root & Company
Pennsylvania
$291K +$27.4K +775 +10%
SWM
70
Sugarloaf Wealth Management
Georgia
$288K +$285K +8,050 +2,683%
HI
71
Harbour Investments
Wisconsin
$284K +$43.1K +1,219 +17%
BFA
72
Beacon Financial Advisory
Ohio
$283K +$291K +8,224 New
AL
73
ACAS LLC
California
$271K -$30.1K -850 -10%
KV
74
Kickstand Ventures
New York
$263K +$270K +7,624 New
BRWA
75
B. Riley Wealth Advisors
Florida
$260K +$267K +7,550 New
1 2
3
4

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.