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Innovator Emerging Markets Power Buffer ETF July

56 hedge funds and large institutions have $46.6M invested in Innovator Emerging Markets Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 5456 (+2)

4.16% less ownership

Funds ownership: 53.33%49.18% (-4.2%)

22% less capital invested

Capital invested by funds: $59.6M → $46.6M (-$13M)

76% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 29

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$395K -$70.5K -3,011 -15%
W
27
WorthPointe
California
$383K -$90.2K -3,852 -19%
NFG
28
Nations Financial Group
Iowa
$362K -$101K -4,300 -22%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$355K -$13.6K -582 -4%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$345K
LIWM
31
Long Island Wealth Management
New York
$330K
IFS
32
Ifrah Financial Services
Arkansas
$295K -$156K -6,686 -35%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$293K -$33.1K -1,415 -10%
CAL
34
Capital Analysts LLC
Pennsylvania
$292K
GI
35
Gradient Investments
Minnesota
$258K -$15M -638,856 -98%
CIA
36
Cape Investment Advisory
Georgia
$253K -$2.34K -100 -0.9%
LNC
37
Lincoln National Corp
Pennsylvania
$251K -$38.5K -1,646 -13%
HighTower Advisors
38
HighTower Advisors
Illinois
$245K -$315K -13,470 -57%
OMC
39
Old Mission Capital
Illinois
$239K +$235K +10,059 New
NAM
40
NorthCrest Asset Manangement
Minnesota
$229K
OIA
41
OneDigital Investment Advisors
Kansas
$215K
LPL Financial
42
LPL Financial
California
$211K -$23.5K -1,006 -10%
NA
43
NewEdge Advisors
Louisiana
$200K +$197K +8,420 New
CA
44
CoreCap Advisors
Michigan
$189K +$186K +7,955 New
SS
45
Sunbelt Securities
Texas
$168K -$42.8K -1,830 -21%
JP Morgan Chase
46
JP Morgan Chase
New York
$106K +$105K +4,470 New
CPA
47
Clear Point Advisors
New York
$99.1K
SPIA
48
Steward Partners Investment Advisory
New York
$64.3K -$7.02K -300 -10%
CIAS
49
Capital Investment Advisory Services
North Carolina
$64.3K +$17.8K +760 +39%
DFA
50
DHJJ Financial Advisors
Illinois
$44.4K

EJUL Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q1 2024, worth a combined $46.6M — down 22% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EJUL positions and 6 closed out — a net gain of 2 holders — while 7 added to existing stakes and 29 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.93M. The largest seller was Gradient Investments, cutting an estimated $15M.

  • 56 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $46.6M of Innovator Emerging Markets Power Buffer ETF July stock for Q1 2024, down 22% quarter-over-quarter.
  • 8 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q1 2024 and 6 closed out, a net change of +2 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q1 2024 was Commonwealth Equity Services, an estimated $6.93M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q1 2024 was Gradient Investments, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2024.