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Innovator Emerging Markets Power Buffer ETF July

41 hedge funds and large institutions have $49.4M invested in Innovator Emerging Markets Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $41.3M → $49.4M (+$8.06M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2.48% more ownership

Funds ownership: 53.16%55.63% (+2.5%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

2% less funds holding

Funds holding: 4241 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
26
Compass Advisory Group
New York
$268K -$4.48M -190,332 -94%
NAM
27
NorthCrest Asset Manangement
Minnesota
$225K +$227K +9,640 New
SS
28
Sunbelt Securities
Texas
$221K +$10.8K +460 +5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$216K +$217K +9,247 New
OIA
30
OneDigital Investment Advisors
Kansas
$211K +$213K +9,050 New
SWA
31
Stratos Wealth Advisors
Ohio
$202K -$135K -5,744 -40%
WP
32
WealthPLAN Partners
Nebraska
$182K +$183K +7,802 New
CIA
33
Cape Investment Advisory
Georgia
$171K +$173K +7,341 New
CAL
34
Capital Analysts LLC
Pennsylvania
$168K
AAS
35
Ameritas Advisory Services
Nebraska
$137K -$138K -5,875 -50%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$51K +$51K +2,170 New
GI
37
Gradient Investments
Minnesota
$25.9K -$8.71M -370,470 -100%
AF
38
Advisornet Financial
Minnesota
$19.3K
UBS Group
39
UBS Group
Switzerland
$15.4K +$13.2K +563 +586%
HI
40
Harbour Investments
Wisconsin
$15K
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$660 +$35.6K +1,515 +6%
ACM
42
Avalon Capital Management
California
-$6.53M -285,943 Closed
GSIS
43
Global Strategic Investment Solutions
Arizona
-$1.66M -72,676 Closed
IA
44
IFP Advisors
Florida
-$456K -17,939 Closed
PCS
45
Personal CFO Solutions
New Jersey
-$281K -12,287 Closed
Jane Street
46
Jane Street
New York
-$253K -11,081 Closed
Citadel Advisors
47
Citadel Advisors
Florida
-$228K -10,007 Closed
Goldman Sachs
48
Goldman Sachs
New York
-$227K -9,947 Closed
ASN
49
Advisory Services Network
Georgia
-$2.28K -100 Closed
Wells Fargo
50
Wells Fargo
California
-$1.6K -70 Closed

EJUL Hedge Fund Activity: Q1 2023 in Review

41 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q1 2023, worth a combined $49.4M — up 20% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EJUL positions and 10 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Cerity Partners, adding an estimated $16.7M. The largest seller was Gradient Investments, cutting an estimated $8.71M.

  • 41 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q1 2023, down from 42 in Q4 2022.
  • Funds reported $49.4M of Innovator Emerging Markets Power Buffer ETF July stock for Q1 2023, up 20% quarter-over-quarter.
  • 11 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q1 2023 and 10 closed out, a net change of +1 holder.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q1 2023 was Cerity Partners, an estimated $16.7M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q1 2023 was Gradient Investments, an estimated $8.71M sold.

Based on aggregated 13F filings for Q1 2023.