Innovator US Equity Buffer ETF July
BJUL
111 hedge funds and large institutions have $145M invested in Innovator US Equity Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 51 reducing their positions, and 15 closing their positions.
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
2% less funds holding
Funds holding: 113 → 111 (-2)
4.59% less ownership
Funds ownership: 67.41% → 62.82% (-4.6%)
24% less capital invested
Capital invested by funds: $191M → $145M (-$45.9M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
76% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.8M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$845K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$595K |
| 4 |
Goldman Sachs
New York
|
+$486K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$16.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$16M |
| 3 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$11.5M |
| 4 |
HWP
Heritage Wealth Partners
Dublin,
Ohio
|
-$2.83M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -24 | Closed |
|
BJUL Hedge Fund Activity: Q4 2024 in Review
111 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q4 2024, worth a combined $145M — down 24% from $191M a quarter earlier.
Fund positioning in BJUL was balanced in Q4 2024: 15 funds opened new positions, 15 closed out, 12 added to existing stakes and 51 trimmed.
The largest buyer was Penserra Capital Management, adding an estimated $1.8M. The largest seller was Brookstone Capital Management, cutting an estimated $16.1M.
- 111 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q4 2024, down from 113 in Q3 2024.
- Funds reported $145M of Innovator US Equity Buffer ETF July stock for Q4 2024, down 24% quarter-over-quarter.
- 15 funds opened new Innovator US Equity Buffer ETF July positions in Q4 2024 and 15 closed out, a net change of 0 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q4 2024 was Penserra Capital Management, an estimated $1.8M added.
- The largest Innovator US Equity Buffer ETF July seller in Q4 2024 was Brookstone Capital Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2024.