Innovator US Equity Buffer ETF July
BJUL
113 hedge funds and large institutions have $191M invested in Innovator US Equity Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
63% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 27
25% more capital invested
Capital invested by funds: $153M → $191M (+$38.7M)
10% more funds holding
Funds holding: 103 → 113 (+10)
14.38% less ownership
Funds ownership: 81.79% → 67.41% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$11.1M |
| 2 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$4.82M |
| 3 |
HWP
Heritage Wealth Partners
Dublin,
Ohio
|
+$2.95M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.64M |
| 5 |
Cerity Partners
New York
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$7.04M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$957K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$552K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$519K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$278K |
BJUL Hedge Fund Activity: Q3 2024 in Review
113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q3 2024, worth a combined $191M — up 25% from $153M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BJUL positions and 5 closed out — a net gain of 11 holders — while 44 added to existing stakes and 27 trimmed.
The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $11.1M. The largest seller was Berkshire Money Management, cutting an estimated $7.04M.
- 113 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q3 2024, up from 103 in Q2 2024.
- Funds reported $191M of Innovator US Equity Buffer ETF July stock for Q3 2024, up 25% quarter-over-quarter.
- 16 funds opened new Innovator US Equity Buffer ETF July positions in Q3 2024 and 5 closed out, a net change of +11 holders.
- The largest Innovator US Equity Buffer ETF July buyer in Q3 2024 was Personal CFO Solutions, an estimated $11.1M added.
- The largest Innovator US Equity Buffer ETF July seller in Q3 2024 was Berkshire Money Management, an estimated $7.04M sold.
Based on aggregated 13F filings for Q3 2024.