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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
44
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BMM
Berkshire Money Management
Massachusetts
+$73.3M
2
GI
Gradient Investments
Minnesota
+$60.5M
3
BCM
Brookstone Capital Management
Illinois
+$8.03M
4
MAM
Milestone Asset Management
Pennsylvania
+$7.38M
5
FIA
Foundations Investment Advisors
Arizona
+$7.33M

Top Sellers

Rank Fund Capital Flow
1
CPIG
Chicago Partners Investment Group
Illinois
-$203K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$162K
3
Citadel Advisors
Citadel Advisors
Florida
-$130K
4
OIA
OneDigital Investment Advisors
Kansas
-$66.3K
5
AL
ACAS LLC
California
-$30.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$72.3M +$73.3M +2,071,678 +8,078%
GI
2
Gradient Investments
Minnesota
$58.9M +$60.5M +1,709,268 +6,104,529%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.7M +$679K +19,201 +4%
W
4
Wealthquest
Ohio
$15.7M +$971K +27,433 +6%
IIA
5
Integral Investment Advisors
California
$7.94M +$202K +5,719 +3%
BCM
6
Brookstone Capital Management
Illinois
$7.8M +$8.03M +226,814 New
MAM
7
Milestone Asset Management
Pennsylvania
$7.19M +$7.38M +208,619 New
FIA
8
Foundations Investment Advisors
Arizona
$7.14M +$7.33M +207,051 New
Osaic Holdings
9
Osaic Holdings
Arizona
$6.14M +$2.12M +59,857 +51%
MW
10
Marcum Wealth
Ohio
$5.79M +$16.6K +468 +0.3%
AGA
11
Accuvest Global Advisors
Utah
$5.67M +$5.81M +164,338 New
HighTower Advisors
12
HighTower Advisors
Illinois
$5.63M +$535K +15,126 +10%
PCM
13
Penserra Capital Management
California
$4.77M +$1.49M +42,012 +44%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.14M +$1.75M +49,373 +118%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3M +$530K +14,975 +21%
VBFP
16
Valtinson Bruner Financial Planning
Minnesota
$2.72M -$4.49K -127 -0.2%
BA
17
Bellwether Advisors
Nebraska
$2.61M – – –
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.44M -$162K -4,579 -6%
SPC
19
Sigma Planning Corp
Michigan
$2.2M +$1.68M +47,399 +286%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.94M +$491K +13,880 +33%
Cerity Partners
21
Cerity Partners
New York
$1.46M +$379K +10,705 +34%
TC
22
TownSquare Capital
Utah
$1.45M +$544K +15,385 +58%
DIM
23
Delta Investment Management
California
$1.44M +$1.48M +41,908 New
AF
24
Allworth Financial
California
$1.36M +$1.39M +39,396 +246,225%
CAN
25
Cetera Advisor Networks
California
$1.3M +$409K +11,547 +44%
1
2 3 4

BJUL Hedge Fund Activity: Q3 2023 in Review

99 of the 6,302 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.