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Innovator Emerging Markets Power Buffer ETF July

45 hedge funds and large institutions have $42.9M invested in Innovator Emerging Markets Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

10% more funds holding

Funds holding: 4145 (+4)

7.67% less ownership

Funds ownership: 55.63%47.96% (-7.7%)

13% less capital invested

Capital invested by funds: $49.4M → $42.9M (-$6.46M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Arlington Capital Management
Illinois
$355K -$258K -11,137 -42%
KAS
27
Kestra Advisory Services
Texas
$315K -$57.9K -2,499 -15%
3AM
28
3EDGE Asset Management
Florida
$302K +$304K +13,114 New
SAG
29
SageView Advisory Group
California
$276K +$278K +11,985 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$271K -$34.4K -1,485 -11%
CAG
31
Compass Advisory Group
New York
$265K
LNC
32
Lincoln National Corp
Pennsylvania
$236K +$237K +10,217 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$232K +$18.9K +815 +9%
NAM
34
NorthCrest Asset Manangement
Minnesota
$222K
SS
35
Sunbelt Securities
Texas
$217K -$1.04K -45 -0.5%
CAL
36
Capital Analysts LLC
Pennsylvania
$216K +$50.3K +2,172 +30%
OIA
37
OneDigital Investment Advisors
Kansas
$209K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$202K +$203K +8,775 New
WP
39
WealthPLAN Partners
Nebraska
$180K
CIA
40
Cape Investment Advisory
Georgia
$165K -$4.63K -200 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$50K
RIA
42
Realta Investment Advisors
Delaware
$42.2K +$42.4K +1,830 New
BCM
43
Bourgeon Capital Management
Connecticut
$24.8K +$24.9K +1,077 New
AF
44
Advisornet Financial
Minnesota
$19K
HI
45
Harbour Investments
Wisconsin
$14.8K
KF
46
Krilogy Financial
Missouri
-$683K -29,260 Closed
SWA
47
Stratos Wealth Advisors
Ohio
-$202K -8,661 Closed
AAS
48
Ameritas Advisory Services
Nebraska
-$137K -5,875 Closed
GI
49
Gradient Investments
Minnesota
-$25.9K -1,108 Closed
UBS Group
50
UBS Group
Switzerland
-$15.4K -659 Closed

EJUL Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q2 2023, worth a combined $42.9M — down 13% from $49.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EJUL positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Trek Financial, opening a new position worth an estimated $1.36M. The largest seller was Krilogy Financial, exiting entirely with an estimated $683K sold.

  • 45 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q2 2023, up from 41 in Q1 2023.
  • Funds reported $42.9M of Innovator Emerging Markets Power Buffer ETF July stock for Q2 2023, down 13% quarter-over-quarter.
  • 10 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q2 2023 and 5 closed out, a net change of +5 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q2 2023 was Trek Financial, an estimated $1.36M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q2 2023 was Krilogy Financial, an estimated $683K sold.

Based on aggregated 13F filings for Q2 2023.