Innovator US Equity Buffer ETF July
BJUL
99 hedge funds and large institutions have $282M invested in Innovator US Equity Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 1 closing their positions.
2,500% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 1
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
300% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 11
187% more capital invested
Capital invested by funds: $98.5M → $282M (+$184M)
34% more funds holding
Funds holding: 74 → 99 (+25)
7.78% more ownership
Funds ownership: 75.85% → 83.63% (+7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$73.3M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$60.5M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$8.03M |
| 4 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$7.38M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$7.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$203K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$162K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$130K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$66.3K |
| 5 |
AL
ACAS LLC
Rancho Santa Fe,
California
|
-$30.1K |
BJUL Hedge Fund Activity: Q3 2023 in Review
99 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q3 2023, worth a combined $282M — up 187% from $98.5M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BJUL positions and 1 closed out — a net gain of 25 holders — while 44 added to existing stakes and 11 trimmed.
The largest buyer was Berkshire Money Management, adding an estimated $73.3M. The largest seller was Chicago Partners Investment Group, exiting entirely with an estimated $203K sold.
- 99 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q3 2023, up from 74 in Q2 2023.
- Funds reported $282M of Innovator US Equity Buffer ETF July stock for Q3 2023, up 187% quarter-over-quarter.
- 26 funds opened new Innovator US Equity Buffer ETF July positions in Q3 2023 and 1 closed out, a net change of +25 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q3 2023 was Berkshire Money Management, an estimated $73.3M added.
- The largest Innovator US Equity Buffer ETF July seller in Q3 2023 was Chicago Partners Investment Group, an estimated $203K sold.
Based on aggregated 13F filings for Q3 2023.