Innovator US Equity Buffer ETF July
BJUL
63 hedge funds and large institutions have $75M invested in Innovator US Equity Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more capital invested
Capital invested by funds: $58.1M → $75M (+$16.9M)
17% more funds holding
Funds holding: 54 → 63 (+9)
10.31% more ownership
Funds ownership: 69.06% → 79.37% (+10%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$13.7M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$8.01M |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
+$3.08M |
| 4 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$2.39M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$6.36M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.42M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.31M |
| 4 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$1.08M |
| 5 |
IIA
Integral Investment Advisors
Turlock,
California
|
-$799K |
BJUL Hedge Fund Activity: Q2 2022 in Review
63 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q2 2022, worth a combined $75M — up 29% from $58.1M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BJUL positions and 8 closed out — a net gain of 9 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $13.7M. The largest seller was Wealthquest, cutting an estimated $6.36M.
- 63 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q2 2022, up from 54 in Q1 2022.
- Funds reported $75M of Innovator US Equity Buffer ETF July stock for Q2 2022, up 29% quarter-over-quarter.
- 17 funds opened new Innovator US Equity Buffer ETF July positions in Q2 2022 and 8 closed out, a net change of +9 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q2 2022 was L.J. Altfest & Co, an estimated $13.7M added.
- The largest Innovator US Equity Buffer ETF July seller in Q2 2022 was Wealthquest, an estimated $6.36M sold.
Based on aggregated 13F filings for Q2 2022.