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Innovator Emerging Markets Power Buffer ETF July

29 hedge funds and large institutions have $20.3M invested in Innovator Emerging Markets Power Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

21% more funds holding

Funds holding: 2429 (+5)

10% more capital invested

Capital invested by funds: $18.5M → $20.3M (+$1.78M)

4.43% more ownership

Funds ownership: 45.57%50% (+4.4%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$3.6M +$270K +10,464 +8%
DP
2
Denver PWM
Colorado
$3.09M -$55.1K -2,136 -2%
BFA
3
Beacon Financial Advisory
Ohio
$1.68M
AWM
4
Apollon Wealth Management
South Carolina
$1.68M +$1.69M +65,400 New
Osaic Holdings
5
Osaic Holdings
Arizona
$1.67M -$125K -4,840 -7%
CA
6
Corrado Advisors
New Jersey
$1.52M -$12.7K -494 -0.8%
TWM
7
Tradition Wealth Management
Minnesota
$1.05M -$139K -5,390 -12%
DHGWA
8
Dixon Hughes Goodman Wealth Advisors
North Carolina
$592K +$595K +23,090 New
SWA
9
Stratos Wealth Advisors
Ohio
$576K +$124K +4,799 +27%
DI
10
Diligent Investors
California
$562K +$566K +21,941 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$528K +$105K +4,066 +25%
ACM
12
Avalon Capital Management
California
$525K +$296K +11,475 +128%
KAS
13
Kestra Advisory Services
Texas
$437K +$37.7K +1,463 +9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$426K +$108K +4,193 +34%
PWA
15
Pillar Wealth Advisors
Pennsylvania
$414K +$416K +16,157 New
CA
16
CoreCap Advisors
Michigan
$390K +$392K +15,220 New
OMC
17
Old Mission Capital
Illinois
$312K -$151K -5,876 -33%
Goldman Sachs
18
Goldman Sachs
New York
$268K +$269K +10,443 New
ICG
19
InterOcean Capital Group
Tennessee
$254K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$241K +$242K +9,406 New
WP
21
WealthPLAN Partners
Nebraska
$201K -$612K -23,743 -75%
S
22
SignatureFD
Georgia
$59K
BFC
23
Bedel Financial Consulting
Indiana
$46K
NFG
24
Next Financial Group
Texas
$32K
CAL
25
Capital Analysts LLC
Pennsylvania
$29K

EJUL Hedge Fund Activity: Q4 2021 in Review

29 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q4 2021, worth a combined $20.3M — up 9.6% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EJUL positions and 4 closed out — a net gain of 5 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $1.69M. The largest seller was Stephens Inc, exiting entirely with an estimated $1.62M sold.

  • 29 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q4 2021, up from 24 in Q3 2021.
  • Funds reported $20.3M of Innovator Emerging Markets Power Buffer ETF July stock for Q4 2021, up 9.6% quarter-over-quarter.
  • 9 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q4 2021 and 4 closed out, a net change of +5 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q4 2021 was Apollon Wealth Management, an estimated $1.69M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q4 2021 was Stephens Inc, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2021.