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 5 funds opening new positions, 6 increasing their positions, 23 reducing their positions, and 10 closing their positions.
8.57% more ownership
Funds ownership: 60.49% → 69.06% (+8.6%)
9% less capital invested
Capital invested by funds: $63.7M → $58.1M (-$5.55M)
11% less funds holding
Funds holding: 61 → 54 (-7)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
74% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 23
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 |
CP
Castleview Partners
Dallas,
Texas
|
-$1.43M |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$1.23M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.07M |
| 5 |
LFG
Larson Financial Group
St Louis,
Missouri
|
-$489K |
BJUL Hedge Fund Activity: Q1 2022 in Review
54 of the 6,340 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 5 opened new positions — a net loss of 5 holders — while 23 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 61 in Q4 2021.
- Funds reported $58.1M of Innovator US Equity Buffer ETF July stock for Q1 2022, down 8.7% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Buffer ETF July positions in Q1 2022 and 10 closed out, a net change of -5 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.