Innovator Emerging Markets Power Buffer ETF July
EJUL
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.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
4% more funds holding
Funds holding: 54 → 56 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.93M |
| 2 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$3.32M |
| 3 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$1.04M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$817K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$446K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$15M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$4.18M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.81M |
| 4 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
-$1.8M |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$589K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Sugarloaf Wealth Management
Duluth,
Georgia
| $28.6K | -$23.4K | -1,000 | -45% |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $15.3K | – | – | – |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $10.2K | – | – | – |
|
|
AF
54
Advisornet Financial
Minnetonka,
Minnesota
| $9.31K | – | – | – |
|
55
UBS Group
Zurich,
Switzerland
| $2.38K | -$43.1K | -1,841 | -95% |
|
|
EWA
56
EverSource Wealth Advisors
Birmingham,
Alabama
| $499 | +$491 | +21 | New |
|
|
PCS
57
Personal CFO Solutions
Chester,
New Jersey
| – | -$4.18M | -176,718 | Closed |
|
|
BFA
58
Beacon Financial Advisory
Cleveland,
Ohio
| – | -$1.8M | -75,999 | Closed |
|
|
SAG
59
SageView Advisory Group
Newport Beach,
California
| – | -$589K | -25,602 | Closed |
|
|
AWM
60
AE Wealth Management
Topeka,
Kansas
| – | -$548K | -23,653 | Closed |
|
61
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$381K | -16,122 | Closed |
|
|
TF
62
Trek Financial
Scottsdale,
Arizona
| – | -$201K | -8,496 | Closed |
|
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.