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Innovator Emerging Markets Power Buffer ETF July

54 hedge funds and large institutions have $59.6M invested in Innovator Emerging Markets Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 5354 (+1)

0.99% less ownership

Funds ownership: 54.33%53.33% (-0.99%)

3% less capital invested

Capital invested by funds: $61.5M → $59.6M (-$1.94M)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$548K +$199K +8,743 +59%
W
27
WorthPointe
California
$471K
CAN
28
Cetera Advisor Networks
California
$468K -$32.3K -1,419 -7%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$463K +$80.1K +3,516 +22%
NFG
30
Nations Financial Group
Iowa
$461K
IFS
31
Ifrah Financial Services
Arkansas
$451K -$30.3K -1,332 -7%
SRA
32
Secured Retirement Advisors
Minnesota
$431K +$415K +18,222 New
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$381K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$366K -$376K -16,495 -52%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$343K +$97.4K +4,275 +42%
LIWM
36
Long Island Wealth Management
New York
$327K +$315K +13,849 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$325K +$22.8K +999 +8%
CAL
38
Capital Analysts LLC
Pennsylvania
$290K
LNC
39
Lincoln National Corp
Pennsylvania
$288K
CIA
40
Cape Investment Advisory
Georgia
$254K +$77.6K +3,407 +46%
LPL Financial
41
LPL Financial
California
$233K +$225K +9,868 New
NAM
42
NorthCrest Asset Manangement
Minnesota
$228K
OIA
43
OneDigital Investment Advisors
Kansas
$214K
SS
44
Sunbelt Securities
Texas
$210K -$14.8K -650 -7%
TF
45
Trek Financial
Arizona
$201K -$1.08M -47,572 -85%
CPA
46
Clear Point Advisors
New York
$98.4K +$94.9K +4,165 New
SPIA
47
Steward Partners Investment Advisory
New York
$70.9K
SWM
48
Sugarloaf Wealth Management
Georgia
$52K
UBS Group
49
UBS Group
Switzerland
$45.9K +$44.2K +1,941 New
CIAS
50
Capital Investment Advisory Services
North Carolina
$45.8K

EJUL Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q4 2023, worth a combined $59.6M — down 3.2% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EJUL positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Gradient Investments, adding an estimated $1.3M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $9.09M.

  • 54 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $59.6M of Innovator Emerging Markets Power Buffer ETF July stock for Q4 2023, down 3.2% quarter-over-quarter.
  • 9 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q4 2023 and 8 closed out, a net change of +1 holder.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q4 2023 was Gradient Investments, an estimated $1.3M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q4 2023 was Global Strategic Investment Solutions, an estimated $9.09M sold.

Based on aggregated 13F filings for Q4 2023.