Innovator US Equity Buffer ETF July
BJUL
58 hedge funds and large institutions have $126M invested in Innovator US Equity Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 3 closing their positions.
700% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 3
533% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 3
171% more capital invested
Capital invested by funds: $46.4M → $126M (+$79.4M)
53% more funds holding
Funds holding: 38 → 58 (+20)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21.08% less ownership
Funds ownership: 93.47% → 72.39% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$70.8M |
| 2 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$6.34M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
+$3.49M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.44M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$11.5M |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$742K |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$462K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$203K |
| 5 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$33.7K |
BJUL Hedge Fund Activity: Q3 2021 in Review
58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q3 2021, worth a combined $126M — up 171% from $46.4M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new BJUL positions and 3 closed out — a net gain of 21 holders — while 19 added to existing stakes and 3 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $70.8M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $11.5M sold.
- 58 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q3 2021, up from 38 in Q2 2021.
- Funds reported $126M of Innovator US Equity Buffer ETF July stock for Q3 2021, up 171% quarter-over-quarter.
- 24 funds opened new Innovator US Equity Buffer ETF July positions in Q3 2021 and 3 closed out, a net change of +21 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q3 2021 was Gradient Investments, an estimated $70.8M added.
- The largest Innovator US Equity Buffer ETF July seller in Q3 2021 was Personal CFO Solutions, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2021.