Innovator US Equity Buffer ETF July
BJUL
103 hedge funds and large institutions have $153M invested in Innovator US Equity Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 12 closing their positions.
12% more capital invested
Capital invested by funds: $136M → $153M (+$16.4M)
11.83% more ownership
Funds ownership: 69.96% → 81.79% (+12%)
6% less funds holding
Funds holding: 110 → 103 (-7)
31% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 35
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$13.9M |
| 2 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$3.7M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.33M |
| 4 |
Cerity Partners
New York
|
+$2.2M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$6.16M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.74M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$961K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$877K |
| 5 |
AIA
Alera Investment Advisors
Deerfield,
Illinois
|
-$561K |
BJUL Hedge Fund Activity: Q2 2024 in Review
103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q2 2024, worth a combined $153M — up 12% from $136M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BJUL and 7 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 24 added.
The largest buyer was Brookstone Capital Management, adding an estimated $13.9M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $6.16M sold.
- 103 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q2 2024, down from 110 in Q1 2024.
- Funds reported $153M of Innovator US Equity Buffer ETF July stock for Q2 2024, up 12% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Buffer ETF July positions in Q2 2024 and 12 closed out, a net change of -5 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q2 2024 was Brookstone Capital Management, an estimated $13.9M added.
- The largest Innovator US Equity Buffer ETF July seller in Q2 2024 was Accuvest Global Advisors, an estimated $6.16M sold.
Based on aggregated 13F filings for Q2 2024.