Innovator US Equity Buffer ETF July
BJUL
38 hedge funds and large institutions have $46.4M invested in Innovator US Equity Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
47.25% more ownership
Funds ownership: 46.22% → 93.47% (+47%)
45% more capital invested
Capital invested by funds: $31.9M → $46.4M (+$14.5M)
41% more funds holding
Funds holding: 27 → 38 (+11)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$11.4M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$3.58M |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$2.03M |
| 4 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$1.47M |
| 5 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.42M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$3.18M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.63M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$416K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$351K |
BJUL Hedge Fund Activity: Q2 2021 in Review
38 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q2 2021, worth a combined $46.4M — up 45% from $31.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BJUL positions and 5 closed out — a net gain of 11 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $11.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.42M sold.
- 38 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q2 2021, up from 27 in Q1 2021.
- Funds reported $46.4M of Innovator US Equity Buffer ETF July stock for Q2 2021, up 45% quarter-over-quarter.
- 16 funds opened new Innovator US Equity Buffer ETF July positions in Q2 2021 and 5 closed out, a net change of +11 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q2 2021 was Personal CFO Solutions, an estimated $11.4M added.
- The largest Innovator US Equity Buffer ETF July seller in Q2 2021 was Citadel Advisors, an estimated $5.42M sold.
Based on aggregated 13F filings for Q2 2021.