Innovator US Equity Buffer ETF July
BJUL
105 hedge funds and large institutions have $168M invested in Innovator US Equity Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 48 reducing their positions, and 12 closing their positions.
16% more capital invested
Capital invested by funds: $145M → $168M (+$22.6M)
13.05% more ownership
Funds ownership: 62.82% → 75.86% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 111 → 105 (-6)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
69% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$15.6M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$11.2M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$8.32M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$3.94M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$5.91M |
| 2 |
Goldman Sachs
New York
|
-$1.11M |
| 3 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
|
-$1.09M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$723K |
| 5 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$663K |
BJUL Hedge Fund Activity: Q1 2025 in Review
105 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q1 2025, worth a combined $168M — up 16% from $145M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BJUL and 9 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 15 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $15.6M. The largest seller was Marcum Wealth, cutting an estimated $5.91M.
- 105 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q1 2025, down from 111 in Q4 2024.
- Funds reported $168M of Innovator US Equity Buffer ETF July stock for Q1 2025, up 16% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF July positions in Q1 2025 and 12 closed out, a net change of -3 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q1 2025 was Commonwealth Equity Services, an estimated $15.6M added.
- The largest Innovator US Equity Buffer ETF July seller in Q1 2025 was Marcum Wealth, an estimated $5.91M sold.
Based on aggregated 13F filings for Q1 2025.