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Innovator Emerging Markets Power Buffer ETF July

24 hedge funds and large institutions have $18.5M invested in Innovator Emerging Markets Power Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

100% more funds holding

Funds holding: 1224 (+12)

83% more capital invested

Capital invested by funds: $10.1M → $18.5M (+$8.41M)

8.21% less ownership

Funds ownership: 53.78%45.57% (-8.2%)

Holders
24
Holders Change
+12
Holders Change %
+100%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
6
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$3.34M +$82K +3,148 +2%
DP
2
Denver PWM
Colorado
$3.13M +$3.18M +122,112 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.8M +$641K +24,623 +54%
BFA
4
Beacon Financial Advisory
Ohio
$1.69M +$1.02M +39,234 +149%
SI
5
Stephens Inc
Arkansas
$1.62M +$1.64M +63,000 New
CA
6
Corrado Advisors
New Jersey
$1.54M +$22.1K +849 +1%
TWM
7
Tradition Wealth Management
Minnesota
$1.19M +$599K +23,015 +98%
WP
8
WealthPLAN Partners
Nebraska
$808K -$193K -7,407 -19%
OMC
9
Old Mission Capital
Illinois
$463K -$564K -21,656 -55%
SWA
10
Stratos Wealth Advisors
Ohio
$453K +$460K +17,660 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$425K +$431K +16,549 New
KAS
12
Kestra Advisory Services
Texas
$400K +$406K +15,587 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$319K +$324K +12,430 New
ICG
14
InterOcean Capital Group
Tennessee
$254K
ACM
15
Avalon Capital Management
California
$231K +$234K +9,000 New
HighTower Advisors
16
HighTower Advisors
Illinois
$213K +$216K +8,295 New
MML Investors Services
17
MML Investors Services
Massachusetts
$205K +$208K +8,000 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$203K +$206K +7,896 New
S
19
SignatureFD
Georgia
$59K +$59.7K +2,294 New
BFC
20
Bedel Financial Consulting
Indiana
$46K +$46.4K +1,781 New
NFG
21
Next Financial Group
Texas
$32K +$21.2K +813 +184%
CAL
22
Capital Analysts LLC
Pennsylvania
$29K
APA
23
American Portfolios Advisors
New York
$24.4K +$24.7K +950 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$3.34K +$3.38K +130 New
SB
25
Strategic Blueprint
Georgia
-$101K -3,764 Closed

EJUL Hedge Fund Activity: Q3 2021 in Review

24 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q3 2021, worth a combined $18.5M — up 83% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EJUL positions and 2 closed out — a net gain of 12 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Denver PWM, opening a new position worth an estimated $3.18M. The largest seller was Old Mission Capital, cutting an estimated $564K.

  • 24 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q3 2021, up from 12 in Q2 2021.
  • Funds reported $18.5M of Innovator Emerging Markets Power Buffer ETF July stock for Q3 2021, up 83% quarter-over-quarter.
  • 14 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q3 2021 and 2 closed out, a net change of +12 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q3 2021 was Denver PWM, an estimated $3.18M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q3 2021 was Old Mission Capital, an estimated $564K sold.

Based on aggregated 13F filings for Q3 2021.