Innovator US Equity Buffer ETF July
BJUL
74 hedge funds and large institutions have $98.5M invested in Innovator US Equity Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 10 closing their positions.
8.88% more ownership
Funds ownership: 66.97% → 75.85% (+8.9%)
6% more capital invested
Capital invested by funds: $92.7M → $98.5M (+$5.76M)
1% less funds holding
Funds holding: 75 → 74 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
32% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 28
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$5.59M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$3.63M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.43M |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
+$2.23M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$22.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.71M |
| 3 |
Cerity Partners
New York
|
-$1.52M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.5M |
| 5 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.5M | -46,036 | Closed |
|
77
Jane Street
New York
| – | -$593K | -18,138 | Closed |
|
|
CBFP
78
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$526K | -16,107 | Closed |
|
|
JWBC
79
John W. Brooker & Co
Oakland,
California
| – | -$287K | -8,737 | Closed |
|
|
MHS
80
M Holdings Securities
Portland,
Oregon
| – | -$237K | -7,240 | Closed |
|
|
CW
81
CreativeOne Wealth
Overland Park,
Kansas
| – | -$227K | -6,950 | Closed |
|
82
UBS Group
Zurich,
Switzerland
| – | -$133K | -4,079 | Closed |
|
|
AAS
83
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$34.5K | -1,050 | Closed |
|
|
ASN
84
Advisory Services Network
Atlanta,
Georgia
| – | -$196 | -6 | Closed |
|
BJUL Hedge Fund Activity: Q2 2023 in Review
74 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q2 2023, worth a combined $98.5M — up 6.2% from $92.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BJUL and 9 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 19 added.
The largest buyer was Marcum Wealth, opening a new position worth an estimated $5.59M. The largest seller was Berkshire Money Management, cutting an estimated $22.8M.
- 74 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q2 2023, down from 75 in Q1 2023.
- Funds reported $98.5M of Innovator US Equity Buffer ETF July stock for Q2 2023, up 6.2% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF July positions in Q2 2023 and 10 closed out, a net change of -1 holder.
- The largest Innovator US Equity Buffer ETF July buyer in Q2 2023 was Marcum Wealth, an estimated $5.59M added.
- The largest Innovator US Equity Buffer ETF July seller in Q2 2023 was Berkshire Money Management, an estimated $22.8M sold.
Based on aggregated 13F filings for Q2 2023.