Innovator US Equity Buffer ETF July
BJUL
78 hedge funds and large institutions have $119M invested in Innovator US Equity Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
62% more capital invested
Capital invested by funds: $73.4M → $119M (+$45.2M)
11.49% more ownership
Funds ownership: 58.24% → 69.73% (+11%)
11% more funds holding
Funds holding: 70 → 78 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$37.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.14M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.25M |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
+$988K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$906K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
-$908K |
| 2 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$614K |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$574K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$570K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$526K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of America
Charlotte,
North Carolina
| $309 | +$308 | +10 | New |
|
|
ASN
77
Advisory Services Network
Atlanta,
Georgia
| $185 | +$185 | +6 | New |
|
|
KF
78
Krilogy Financial
St. Louis,
Missouri
| – | -$574K | -19,685 | Closed |
|
|
79
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$570K | -19,551 | Closed |
|
|
80
Wolverine Trading
Chicago,
Illinois
| – | -$526K | -17,882 | Closed |
|
|
WWM
81
Wolff Wiese Magana
Carslbad,
California
| – | -$86K | -2,962 | Closed |
|
82
UBS Group
Zurich,
Switzerland
| – | -$10K | -332 | Closed |
|
|
NSIM
83
North Star Investment Management
Chicago,
Illinois
| – | -$3K | -100 | Closed |
|
84
JP Morgan Chase
New York
| – | +$308 | +10 | New |
|
BJUL Hedge Fund Activity: Q4 2022 in Review
78 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q4 2022, worth a combined $119M — up 62% from $73.4M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BJUL positions and 6 closed out — a net gain of 10 holders — while 18 added to existing stakes and 21 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $37.5M. The largest seller was BCS Wealth Management, cutting an estimated $908K.
- 78 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q4 2022, up from 70 in Q3 2022.
- Funds reported $119M of Innovator US Equity Buffer ETF July stock for Q4 2022, up 62% quarter-over-quarter.
- 16 funds opened new Innovator US Equity Buffer ETF July positions in Q4 2022 and 6 closed out, a net change of +10 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q4 2022 was Cerity Partners, an estimated $37.5M added.
- The largest Innovator US Equity Buffer ETF July seller in Q4 2022 was BCS Wealth Management, an estimated $908K sold.
Based on aggregated 13F filings for Q4 2022.