Innovator Emerging Markets Power Buffer ETF July
EJUL
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.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more funds holding
Funds holding: 53 → 54 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.3M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$925K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$735K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$516K |
| 5 |
LPL Financial
San Diego,
California
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$9.09M |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$1.12M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$1.08M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$785K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$690K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFA
51
DHJJ Financial Advisors
Naperville,
Illinois
| $44.1K | -$12.8K | -563 | -23% |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $15.1K | – | – | – |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $10.1K | +$9.77K | +429 | New |
|
|
AF
54
Advisornet Financial
Minnetonka,
Minnesota
| $9.24K | -$10K | -440 | -53% |
|
|
AGA
55
Accuvest Global Advisors
Provo,
Utah
| – | -$1.12M | -49,845 | Closed |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$785K | -34,873 | Closed |
|
|
BWP
57
Balboa Wealth Partners
Scottsdale,
Arizona
| – | -$379K | -16,828 | Closed |
|
58
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$309K | -13,746 | Closed |
|
|
USCWA
59
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$253K | -11,254 | Closed |
|
|
OMC
60
Old Mission Capital
Chicago,
Illinois
| – | -$244K | -10,846 | Closed |
|
|
RIA
61
Realta Investment Advisors
Wilmington,
Delaware
| – | -$42.2K | -1,830 | Closed |
|
62
Bank of America
Charlotte,
North Carolina
| – | -$28.1K | -1,250 | Closed |
|
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.