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Innovator Emerging Markets Power Buffer ETF July
EJUL

10 hedge funds and large institutions have $5.51M invested in Innovator Emerging Markets Power Buffer ETF July in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.04% more ownership

Funds ownership: 23.58% → 27.62% (+4%)

21% less capital invested

Capital invested by funds: $7M → $5.51M (-$1.49M)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

29% less funds holding

Funds holding: 14 → 10 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
10
Holders Change
-4
Holders Change %
-28.57%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
Beacon Financial Advisory
Ohio
+$700K
2
TWM
Tradition Wealth Management
Minnesota
+$80.6K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$61.3K
4
UBS Group
UBS Group
Switzerland
+$36.3K

Top Sellers

1
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$1.11M
2
OMC
Old Mission Capital
Illinois
-$556K
3
WCG
Weaver Consulting Group
California
-$279K
4
CAN
Cetera Advisor Networks
California
-$215K
5
CA
Corrado Advisors
New Jersey
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.39M -$54.7K -2,064 -4%
TWM
2
Tradition Wealth Management
Minnesota
$920K +$80.6K +3,040 +10%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$802K +$61.3K +2,313 +8%
BFA
4
Beacon Financial Advisory
Ohio
$703K +$700K +26,401 New
CA
5
Corrado Advisors
New Jersey
$581K -$178K -6,711 -24%
Mariner
6
Mariner
Kansas
$493K -$928 -35 -0.2%
SIA
7
Soltis Investment Advisors
Utah
$283K – – –
ICG
8
InterOcean Capital Group
Tennessee
$264K – – –
UBS Group
9
UBS Group
Switzerland
$72K +$36.3K +1,370 +104%
NFG
10
Next Financial Group
Texas
$12K -$53 -2 -0.4%
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
– -$1.11M -41,845 Closed
OMC
12
Old Mission Capital
Illinois
– -$556K -21,187 Closed
WCG
13
Weaver Consulting Group
California
– -$279K -10,634 Closed
CAN
14
Cetera Advisor Networks
California
– -$215K -8,180 Closed
KCM
15
Kathmere Capital Management
Pennsylvania
– -$45K -1,720 Closed

EJUL Hedge Fund Activity: Q1 2021 in Review

10 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q1 2021, worth a combined $5.51M — down 21% from $7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EJUL and 1 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was Beacon Financial Advisory, opening a new position worth an estimated $700K. The largest seller was Valtinson Bruner Financial Planning, exiting entirely with an estimated $1.11M sold.

  • 10 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q1 2021, down from 14 in Q4 2020.
  • Funds reported $5.51M of Innovator Emerging Markets Power Buffer ETF July stock for Q1 2021, down 21% quarter-over-quarter.
  • 1 fund opened new Innovator Emerging Markets Power Buffer ETF July positions in Q1 2021 and 5 closed out, a net change of -4 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q1 2021 was Beacon Financial Advisory, an estimated $700K added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q1 2021 was Valtinson Bruner Financial Planning, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2021.