Innovator US Equity Buffer ETF July
BJUL
70 hedge funds and large institutions have $73.4M invested in Innovator US Equity Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 8 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 12
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
11% more funds holding
Funds holding: 63 → 70 (+7)
2% less capital invested
Capital invested by funds: $75M → $73.4M (-$1.65M)
21.14% less ownership
Funds ownership: 79.37% → 58.24% (-21%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.55M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$5.15M |
| 3 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
+$1.84M |
| 4 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$1.58M |
| 5 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$13.5M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$7.77M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$993K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$653K |
| 5 |
M&T Bank
Buffalo,
New York
|
-$586K |
BJUL Hedge Fund Activity: Q3 2022 in Review
70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q3 2022, worth a combined $73.4M — down 2.2% from $75M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BJUL positions and 8 closed out — a net gain of 8 holders — while 28 added to existing stakes and 12 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $5.55M. The largest seller was L.J. Altfest & Co, cutting an estimated $13.5M.
- 70 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q3 2022, up from 63 in Q2 2022.
- Funds reported $73.4M of Innovator US Equity Buffer ETF July stock for Q3 2022, down 2.2% quarter-over-quarter.
- 16 funds opened new Innovator US Equity Buffer ETF July positions in Q3 2022 and 8 closed out, a net change of +8 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q3 2022 was Commonwealth Equity Services, an estimated $5.55M added.
- The largest Innovator US Equity Buffer ETF July seller in Q3 2022 was L.J. Altfest & Co, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2022.