Innovator US Equity Buffer ETF July
BJUL
110 hedge funds and large institutions have $136M invested in Innovator US Equity Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 51 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
7% more funds holding
Funds holding: 103 → 110 (+7)
8.2% less ownership
Funds ownership: 78.16% → 69.96% (-8.2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
53% less capital invested
Capital invested by funds: $288M → $136M (-$151M)
73% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$5.93M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.33M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2M |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$851K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$845K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$76M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$71M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
-$11.4M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$7.84M |
| 5 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$4.78M |
BJUL Hedge Fund Activity: Q1 2024 in Review
110 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q1 2024, worth a combined $136M — down 53% from $288M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BJUL positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 51 trimmed.
The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $5.93M. The largest seller was Berkshire Money Management, cutting an estimated $76M.
- 110 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q1 2024, up from 103 in Q4 2023.
- Funds reported $136M of Innovator US Equity Buffer ETF July stock for Q1 2024, down 53% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Buffer ETF July positions in Q1 2024 and 7 closed out, a net change of +7 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q1 2024 was Accuvest Global Advisors, an estimated $5.93M added.
- The largest Innovator US Equity Buffer ETF July seller in Q1 2024 was Berkshire Money Management, an estimated $76M sold.
Based on aggregated 13F filings for Q1 2024.