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Innovator Emerging Markets Power Buffer ETF July
EJUL

13 hedge funds and large institutions have $39.1M invested in Innovator Emerging Markets Power Buffer ETF July in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

87% more capital invested

Capital invested by funds: $20.9M → $39.1M (+$18.2M)

86% more funds holding

Funds holding: 7 → 13 (+6)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

3.15% more ownership

Funds ownership: 60.09% → 63.24% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
13
Holders Change
+6
Holders Change %
+85.71%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
L.J. Altfest & Co
New York
+$13.6M
2
ACM
Arlington Capital Management
Illinois
+$1.29M
3
FI
FormulaFolio Investments
Michigan
+$619K
4
WCG
Weaver Consulting Group
California
+$446K
5
Wolverine Trading
Wolverine Trading
Illinois
+$416K

Top Sellers

1
SI
Stephens Inc
Arkansas
-$404K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.3K
3
NFG
Next Financial Group
Texas
-$51
Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$33.3M +$13.6M +536,948 +72%
ACM
2
Arlington Capital Management
Illinois
$1.32M +$1.29M +50,699 New
FI
3
FormulaFolio Investments
Michigan
$1.14M +$619K +24,377 +126%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$995K – – –
AG
5
Advisor Group
Arizona
$905K +$337K +13,256 +61%
WCG
6
Weaver Consulting Group
California
$435K +$446K +17,558 New
Wolverine Trading
7
Wolverine Trading
Illinois
$425K +$416K +16,390 New
SIA
8
Soltis Investment Advisors
Utah
$315K +$308K +12,114 New
BRWM
9
B. Riley Wealth Management
Tennessee
$206K +$201K +7,921 New
IA
10
IFP Advisors
Florida
$32K +$30.2K +1,191 New
NFG
11
Next Financial Group
Texas
$22K -$51 -2 -0.2%
SHWM
12
Silicon Hills Wealth Management
Texas
$16 +$25 +1 New
SI
13
Stephens Inc
Arkansas
– -$404K -16,290 Closed
LTFS
14
Ladenburg Thalmann Financial Services
Florida
– -$6.3K -248 -83%

EJUL Hedge Fund Activity: Q4 2019 in Review

13 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q4 2019, worth a combined $39.1M — up 87% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EJUL positions and 1 closed out — a net gain of 6 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was L.J. Altfest & Co, adding an estimated $13.6M. The largest seller was Stephens Inc, exiting entirely with an estimated $404K sold.

  • 13 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q4 2019, up from 7 in Q3 2019.
  • Funds reported $39.1M of Innovator Emerging Markets Power Buffer ETF July stock for Q4 2019, up 87% quarter-over-quarter.
  • 7 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q4 2019 and 1 closed out, a net change of +6 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q4 2019 was L.J. Altfest & Co, an estimated $13.6M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q4 2019 was Stephens Inc, an estimated $404K sold.

Based on aggregated 13F filings for Q4 2019.