Innovator Emerging Markets Power Buffer ETF July
EJUL
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.
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: 45 → 53 (+8)
6.37% more ownership
Funds ownership: 47.96% → 54.33% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$13.6M |
| 2 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$9.67M |
| 3 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$3.93M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.45M |
| 5 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$16.5M |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$355K |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$302K |
| 4 |
CAG
Compass Advisory Group
Melville,
New York
|
-$265K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$180K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| $28.1K | +$28.8K | +1,250 | New |
|
|
AF
52
Advisornet Financial
Minnetonka,
Minnesota
| $18.7K | +$115 | +5 | +0.6% |
|
|
HI
53
Harbour Investments
Madison,
Wisconsin
| $14.4K | – | – | – |
|
|
54
Cerity Partners
New York
| – | -$16.5M | -716,938 | Closed |
|
|
ACM
55
Arlington Capital Management
Arlington Heights,
Illinois
| – | -$355K | -15,386 | Closed |
|
|
3AM
56
3EDGE Asset Management
Naples,
Florida
| – | -$302K | -13,114 | Closed |
|
|
CAG
57
Compass Advisory Group
Melville,
New York
| – | -$265K | -11,490 | Closed |
|
|
WP
58
WealthPLAN Partners
Omaha,
Nebraska
| – | -$180K | -7,802 | Closed |
|
59
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$50K | -2,170 | Closed |
|
|
BCM
60
Bourgeon Capital Management
Darien,
Connecticut
| – | -$24.8K | -1,077 | Closed |
|
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.