Innovator US Equity Buffer ETF July
BJUL
103 hedge funds and large institutions have $288M invested in Innovator US Equity Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
4% more funds holding
Funds holding: 99 → 103 (+4)
2% more capital invested
Capital invested by funds: $282M → $288M (+$5.22M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5.47% less ownership
Funds ownership: 83.63% → 78.16% (-5.5%)
37% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$5.25M |
| 2 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$3.93M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$817K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$444K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$402K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$7.19M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$7.14M |
| 3 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$5.67M |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
-$3.19M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
101
Advisory Services Network
Atlanta,
Georgia
| $5.64K | +$5.34K | +150 | New |
|
102
JP Morgan Chase
New York
| $602 | -$29.4K | -827 | -98% |
|
|
DJSG
103
D.J. St. Germain
Springfield,
Massachusetts
| $452 | +$427 | +12 | New |
|
|
MAM
104
Milestone Asset Management
Pittsburgh,
Pennsylvania
| – | -$7.19M | -208,619 | Closed |
|
|
FIA
105
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$7.14M | -207,051 | Closed |
|
|
AGA
106
Accuvest Global Advisors
Provo,
Utah
| – | -$5.67M | -164,338 | Closed |
|
|
FHC
107
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$1.23M | -35,760 | Closed |
|
|
GS
108
GTS Securities
New York
| – | -$869K | -25,202 | Closed |
|
109
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$686K | -19,908 | Closed |
|
110
Citadel Advisors
Miami,
Florida
| – | -$565K | -16,383 | Closed |
|
111
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$468K | -13,563 | Closed |
|
|
KV
112
Kickstand Ventures
Pittsford,
New York
| – | -$263K | -7,624 | Closed |
|
113
Fidelity Investments
Boston,
Massachusetts
| – | -$103 | -3 | Closed |
|
BJUL Hedge Fund Activity: Q4 2023 in Review
103 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q4 2023, worth a combined $288M — up 1.8% from $282M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BJUL positions and 10 closed out — a net gain of 4 holders — while 22 added to existing stakes and 35 trimmed.
The largest buyer was Gradient Investments, adding an estimated $5.25M. The largest seller was Milestone Asset Management, exiting entirely with an estimated $7.19M sold.
- 103 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q4 2023, up from 99 in Q3 2023.
- Funds reported $288M of Innovator US Equity Buffer ETF July stock for Q4 2023, up 1.8% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Buffer ETF July positions in Q4 2023 and 10 closed out, a net change of +4 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q4 2023 was Gradient Investments, an estimated $5.25M added.
- The largest Innovator US Equity Buffer ETF July seller in Q4 2023 was Milestone Asset Management, an estimated $7.19M sold.
Based on aggregated 13F filings for Q4 2023.