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Innovator US Equity Buffer ETF July
BJUL

113 hedge funds and large institutions have $191M invested in Innovator US Equity Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

25% more capital invested

Capital invested by funds: $153M → $191M (+$38.7M)

10% more funds holding

Funds holding: 103 → 113 (+10)

14.38% less ownership

Funds ownership: 81.79% → 67.41% (-14%)

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
44
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCS
Personal CFO Solutions
New Jersey
+$11.1M
2
MW
Marcum Wealth
Ohio
+$4.82M
3
HWP
Heritage Wealth Partners
Ohio
+$2.95M
4
PCM
Penserra Capital Management
California
+$2.64M
5
Cerity Partners
Cerity Partners
New York
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
BMM
Berkshire Money Management
Massachusetts
-$7.04M
2
KAS
Kestra Advisory Services
Texas
-$957K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$552K
4
GI
Gradient Investments
Minnesota
-$519K
5
CF
Centaurus Financial
California
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harbour Investments
Wisconsin
$603K +$100K +2,368 +21%
FCFC
52
First Commonwealth Financial Corp
Pennsylvania
$574K +$20.3K +480 +4%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$571K +$554K +13,067 New
AAP
54
Arax Advisory Partners
Colorado
$570K +$24.8K +586 +5%
KCM
55
Kathmere Capital Management
Pennsylvania
$531K -$1.15K -27 -0.2%
GI
56
Gradient Investments
Minnesota
$523K -$519K -12,252 -51%
CCAL
57
City Center Advisors LLC
Michigan
$514K -$32.6K -768 -6%
OIA
58
OneDigital Investment Advisors
Kansas
$477K – – –
BWM
59
Buska Wealth Management
Wisconsin
$472K -$28.2K -665 -6%
BRWA
60
B. Riley Wealth Advisors
Florida
$459K +$126K +2,981 +39%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$459K -$255K -6,006 -36%
DIM
62
Delta Investment Management
California
$451K -$61.7K -1,455 -12%
SWM
63
Sugarloaf Wealth Management
Georgia
$449K +$82.2K +1,940 +23%
AWM
64
AE Wealth Management
Kansas
$405K +$8.73K +206 +2%
CFS
65
CRA Financial Services
New Jersey
$395K – – –
OMC
66
Old Mission Capital
Illinois
$392K +$380K +8,971 New
Truist Financial
67
Truist Financial
North Carolina
$383K +$372K +8,774 New
BFWM
68
Bright Futures Wealth Management
New York
$357K – – –
VFPW
69
Vantage Financial Partners (Wisconsin)
Wisconsin
$350K – – –
TF
70
Trek Financial
Arizona
$306K +$40.3K +950 +16%
SFA
71
Souders Financial Advisors
Ohio
$300K – – –
SPIA
72
Steward Partners Investment Advisory
New York
$297K +$32.1K +758 +13%
PA
73
PFG Advisors
Arizona
$286K +$278K +6,554 New
SEP
74
Southland Equity Partners
Missouri
$285K -$40.6K -957 -13%
AL
75
ACAS LLC
California
$282K – – –
1 2
3
4 5

BJUL Hedge Fund Activity: Q3 2024 in Review

113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q3 2024, worth a combined $191M — up 25% from $153M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BJUL positions and 5 closed out — a net gain of 11 holders — while 44 added to existing stakes and 27 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $11.1M. The largest seller was Berkshire Money Management, cutting an estimated $7.04M.

  • 113 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q3 2024, up from 103 in Q2 2024.
  • Funds reported $191M of Innovator US Equity Buffer ETF July stock for Q3 2024, up 25% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Buffer ETF July positions in Q3 2024 and 5 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Buffer ETF July buyer in Q3 2024 was Personal CFO Solutions, an estimated $11.1M added.
  • The largest Innovator US Equity Buffer ETF July seller in Q3 2024 was Berkshire Money Management, an estimated $7.04M sold.

Based on aggregated 13F filings for Q3 2024.