We are live on ! Find out more
EJUL icon

Innovator Emerging Markets Power Buffer ETF July

53 hedge funds and large institutions have $61.5M invested in Innovator Emerging Markets Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 5

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

43% more capital invested

Capital invested by funds: $42.9M → $61.5M (+$18.6M)

18% more funds holding

Funds holding: 4553 (+8)

6.37% more ownership

Funds ownership: 47.96%54.33% (+6.4%)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$478K +$489K +21,241 New
IFS
27
Ifrah Financial Services
Arkansas
$460K -$921 -40 -0.2%
W
28
WorthPointe
California
$448K +$13K +564 +3%
NFG
29
Nations Financial Group
Iowa
$439K
BWP
30
Balboa Wealth Partners
Arizona
$379K
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$363K
RJFSA
32
Raymond James Financial Services Advisors
Florida
$362K +$138K +6,013 +60%
AWM
33
AE Wealth Management
Kansas
$336K +$343K +14,910 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$309K +$45.4K +1,973 +17%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$287K +$91.3K +3,965 +45%
CAL
36
Capital Analysts LLC
Pennsylvania
$276K +$67.3K +2,923 +31%
LNC
37
Lincoln National Corp
Pennsylvania
$275K +$45.8K +1,991 +19%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$253K +$259K +11,254 New
OMC
39
Old Mission Capital
Illinois
$244K +$250K +10,846 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$230K +$235K +10,225 New
NAM
41
NorthCrest Asset Manangement
Minnesota
$217K
SS
42
Sunbelt Securities
Texas
$215K +$3.45K +150 +2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$204K +$209K +9,072 New
OIA
44
OneDigital Investment Advisors
Kansas
$204K
CIA
45
Cape Investment Advisory
Georgia
$165K +$4.6K +200 +3%
SPIA
46
Steward Partners Investment Advisory
New York
$67.5K +$69.1K +3,000 New
DFA
47
DHJJ Financial Advisors
Illinois
$54.7K +$55.9K +2,428 New
SWM
48
Sugarloaf Wealth Management
Georgia
$49.5K +$50.6K +2,200 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$43.7K +$44.7K +1,940 New
RIA
50
Realta Investment Advisors
Delaware
$42.2K

EJUL Hedge Fund Activity: Q3 2023 in Review

53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q3 2023, worth a combined $61.5M — up 43% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EJUL positions and 7 closed out — a net gain of 8 holders — while 23 added to existing stakes and 5 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $13.6M. The largest seller was Cerity Partners, exiting entirely with an estimated $16.5M sold.

  • 53 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $61.5M of Innovator Emerging Markets Power Buffer ETF July stock for Q3 2023, up 43% quarter-over-quarter.
  • 15 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q3 2023 and 7 closed out, a net change of +8 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q3 2023 was Gradient Investments, an estimated $13.6M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q3 2023 was Cerity Partners, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2023.