Innovator US Equity Buffer ETF July
BJUL
75 hedge funds and large institutions have $92.7M invested in Innovator US Equity Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 37 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
2.76% less ownership
Funds ownership: 69.73% → 66.97% (-2.8%)
4% less funds holding
Funds holding: 78 → 75 (-3)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
22% less capital invested
Capital invested by funds: $119M → $92.7M (-$25.8M)
76% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$22.3M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.71M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.68M |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.31M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$36.4M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$5.16M |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
-$2.93M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$564K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$338K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
76
Brookstone Capital Management
Wheaton,
Illinois
| – | -$5.16M | -165,401 | Closed |
|
|
DIM
77
Delta Investment Management
San Francisco,
California
| – | -$2.93M | -94,870 | Closed |
|
|
CA
78
Calton & Associates
Tampa,
Florida
| – | -$291K | -9,408 | Closed |
|
|
LJAC
79
L.J. Altfest & Co
New York
| – | -$255K | -8,253 | Closed |
|
|
MCC
80
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$193K | -6,230 | Closed |
|
|
NA
81
NewEdge Advisors
New Orleans,
Louisiana
| – | -$170K | -5,490 | Closed |
|
|
USCWA
82
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$64.8K | -2,097 | Closed |
|
|
IF
83
Integrity Financial
Cheyenne,
Wyoming
| – | -$2.44K | -79 | Closed |
|
84
Bank of America
Charlotte,
North Carolina
| – | -$309 | -10 | Closed |
|
BJUL Hedge Fund Activity: Q1 2023 in Review
75 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q1 2023, worth a combined $92.7M — down 22% from $119M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BJUL and 9 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 9 added.
The largest buyer was Berkshire Money Management, adding an estimated $22.3M. The largest seller was Cerity Partners, cutting an estimated $36.4M.
- 75 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q1 2023, down from 78 in Q4 2022.
- Funds reported $92.7M of Innovator US Equity Buffer ETF July stock for Q1 2023, down 22% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF July positions in Q1 2023 and 10 closed out, a net change of -1 holder.
- The largest Innovator US Equity Buffer ETF July buyer in Q1 2023 was Berkshire Money Management, an estimated $22.3M added.
- The largest Innovator US Equity Buffer ETF July seller in Q1 2023 was Cerity Partners, an estimated $36.4M sold.
Based on aggregated 13F filings for Q1 2023.