Innovator US Equity Buffer ETF July
BJUL
54 hedge funds and large institutions have $58.1M invested in Innovator US Equity Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 22 reducing their positions, and 10 closing their positions.
9.98% more ownership
Funds ownership: 59.09% → 69.06% (+10%)
9% less capital invested
Capital invested by funds: $63.7M → $58.1M (-$5.55M)
10% less funds holding
Funds holding: 60 → 54 (-6)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
73% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIA
Integral Investment Advisors
Turlock,
California
|
+$4.26M |
| 2 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$2.03M |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$1.07M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$618K |
| 5 |
CA
Calton & Associates
Tampa,
Florida
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$6.42M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$1.23M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.07M |
| 4 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$489K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$465K |
BJUL Hedge Fund Activity: Q1 2022 in Review
54 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q1 2022, worth a combined $58.1M — down 8.7% from $63.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BJUL and 6 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 6 added.
The largest buyer was Integral Investment Advisors, adding an estimated $4.26M. The largest seller was Marcum Wealth, exiting entirely with an estimated $6.42M sold.
- 54 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q1 2022, down from 60 in Q4 2021.
- Funds reported $58.1M of Innovator US Equity Buffer ETF July stock for Q1 2022, down 8.7% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Buffer ETF July positions in Q1 2022 and 10 closed out, a net change of -4 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q1 2022 was Integral Investment Advisors, an estimated $4.26M added.
- The largest Innovator US Equity Buffer ETF July seller in Q1 2022 was Marcum Wealth, an estimated $6.42M sold.
Based on aggregated 13F filings for Q1 2022.