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Innovator US Equity Buffer ETF July

25 hedge funds and large institutions have $34.4M invested in Innovator US Equity Buffer ETF July in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

83% more capital invested

Capital invested by funds: $18.8M → $34.4M (+$15.7M)

79% more funds holding

Funds holding: 1425 (+11)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

23.86% more ownership

Funds ownership: 21.55%45.42% (+24%)

Holders
25
Holders Change
+11
Holders Change %
+78.57%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
5
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$12M +$582K +22,388 +5%
LJAC
2
L.J. Altfest & Co
New York
$6.27M +$6.23M +239,716 New
AG
3
Advisor Group
Arizona
$4.82M +$2.67M +102,565 +125%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.4M +$1.39M +53,389 New
NFG
5
Next Financial Group
Texas
$1.21M -$284K -10,925 -19%
JSL
6
JT Stratford LLC
Georgia
$1.03M +$1.03M +39,488 New
LNC
7
Lincoln National Corp
Pennsylvania
$1.02M
CPIG
8
Chicago Partners Investment Group
Illinois
$951K
Jane Street
9
Jane Street
New York
$645K +$641K +24,663 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$639K +$636K +24,466 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$610K +$606K +23,321 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$593K +$579K +22,288 +5,572%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$536K +$265K +10,195 +99%
JIP
14
Jaffetilchin Investment Partners
Florida
$496K
VBFP
15
Valtinson Bruner Financial Planning
Minnesota
$408K +$406K +15,634 New
CAN
16
Cetera Advisor Networks
California
$343K +$340K +13,066 New
HCM
17
Hudson Capital Management
New Jersey
$279K +$5.85K +225 +2%
AAP
18
Arax Advisory Partners
Colorado
$276K -$2.21K -85 -0.8%
SIS
19
Sound Income Strategies
Florida
$241K +$240K +9,231 New
SPC
20
Sigma Planning Corp
Michigan
$231K +$229K +8,815 New
CWG
21
Cornerstone Wealth Group
North Carolina
$200K -$8.45K -325 -4%
DP
22
Denver PWM
Colorado
$107K +$107K +4,098 New
IA
23
IFP Advisors
Florida
$106K +$105K +4,059 New
GEA
24
Glen Eagle Advisors
New Jersey
$62.8K
WCG
25
Weaver Consulting Group
California
$27K +$26.7K +1,026 New

BJUL Hedge Fund Activity: Q3 2019 in Review

25 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q3 2019, worth a combined $34.4M — up 83% from $18.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BJUL positions and 2 closed out — a net gain of 11 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $6.23M. The largest seller was Next Financial Group, cutting an estimated $284K.

  • 25 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q3 2019, up from 14 in Q2 2019.
  • Funds reported $34.4M of Innovator US Equity Buffer ETF July stock for Q3 2019, up 83% quarter-over-quarter.
  • 13 funds opened new Innovator US Equity Buffer ETF July positions in Q3 2019 and 2 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Buffer ETF July buyer in Q3 2019 was L.J. Altfest & Co, an estimated $6.23M added.
  • The largest Innovator US Equity Buffer ETF July seller in Q3 2019 was Next Financial Group, an estimated $284K sold.

Based on aggregated 13F filings for Q3 2019.