Innovator US Equity Buffer ETF July
BJUL
60 hedge funds and large institutions have $63.7M invested in Innovator US Equity Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 58 → 60 (+2)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
13.3% less ownership
Funds ownership: 72.39% → 59.09% (-13%)
49% less capital invested
Capital invested by funds: $126M → $63.7M (-$62.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.83M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.6M |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$638K |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$494K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$366K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$72.6M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
-$1.78M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$701K |
| 4 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$379K |
| 5 |
AC
Avestar Capital
New York
|
-$300K |
BJUL Hedge Fund Activity: Q4 2021 in Review
60 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q4 2021, worth a combined $63.7M — down 49% from $126M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BJUL positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 16 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.83M. The largest seller was Gradient Investments, cutting an estimated $72.6M.
- 60 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q4 2021, up from 58 in Q3 2021.
- Funds reported $63.7M of Innovator US Equity Buffer ETF July stock for Q4 2021, down 49% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Buffer ETF July positions in Q4 2021 and 5 closed out, a net change of +2 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q4 2021 was Osaic Holdings, an estimated $1.83M added.
- The largest Innovator US Equity Buffer ETF July seller in Q4 2021 was Gradient Investments, an estimated $72.6M sold.
Based on aggregated 13F filings for Q4 2021.