Innovator Emerging Markets Power Buffer ETF July
EJUL
21 hedge funds and large institutions have $12M invested in Innovator Emerging Markets Power Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 8 closing their positions.
7.05% less ownership
Funds ownership: 53.99% → 46.94% (-7.1%)
16% less funds holding
Funds holding: 25 → 21 (-4)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
39% less capital invested
Capital invested by funds: $19.6M → $12M (-$7.65M)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$1.09M |
| 2 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
+$480K |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$371K |
| 4 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$360K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$43.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$3.61M |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
-$2.85M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$624K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$591K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$488K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICG
26
InterOcean Capital Group
Nashville,
Tennessee
| – | -$248K | -9,902 | Closed |
|
|
BFC
27
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$45K | -1,781 | Closed |
|
28
Koshinski Asset Management
Decatur,
Illinois
| – | -$3.26K | -130 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$2K | -82 | Closed |
|
EJUL Hedge Fund Activity: Q2 2022 in Review
21 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q2 2022, worth a combined $12M — down 39% from $19.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of EJUL and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 3 added.
The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $1.09M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $3.61M sold.
- 21 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q2 2022, down from 25 in Q1 2022.
- Funds reported $12M of Innovator Emerging Markets Power Buffer ETF July stock for Q2 2022, down 39% quarter-over-quarter.
- 5 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q2 2022 and 8 closed out, a net change of -3 holders.
- The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q2 2022 was Forvis Mazars Wealth Advisors, an estimated $1.09M added.
- The largest Innovator Emerging Markets Power Buffer ETF July seller in Q2 2022 was Personal CFO Solutions, an estimated $3.61M sold.
Based on aggregated 13F filings for Q2 2022.