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Innovator Emerging Markets Power Buffer ETF July

25 hedge funds and large institutions have $19.6M invested in Innovator Emerging Markets Power Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.99% more ownership

Funds ownership: 50%53.99% (+4%)

3% less capital invested

Capital invested by funds: $20.3M → $19.6M (-$626K)

14% less funds holding

Funds holding: 2925 (-4)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$3.61M +$79.2K +3,131 +2%
DP
2
Denver PWM
Colorado
$2.85M -$184K -7,256 -6%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.73M +$87.3K +3,451 +5%
BFA
4
Beacon Financial Advisory
Ohio
$1.65M
AWM
5
Apollon Wealth Management
South Carolina
$1.64M
CA
6
Corrado Advisors
New Jersey
$1.46M -$29.4K -1,164 -2%
TWM
7
Tradition Wealth Management
Minnesota
$965K -$64.7K -2,558 -6%
ACM
8
Avalon Capital Management
California
$624K +$136K +5,364 +26%
OMC
9
Old Mission Capital
Illinois
$591K +$289K +11,407 +94%
DHGWA
10
Dixon Hughes Goodman Wealth Advisors
North Carolina
$573K -$6.5K -257 -1%
SWA
11
Stratos Wealth Advisors
Ohio
$561K -$2.56K -101 -0.4%
DI
12
Diligent Investors
California
$550K
KAS
13
Kestra Advisory Services
Texas
$438K +$10.1K +400 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$417K -$101K -3,985 -19%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$407K -$10.1K -400 -2%
PWA
16
Pillar Wealth Advisors
Pennsylvania
$405K
CA
17
CoreCap Advisors
Michigan
$378K -$3.87K -153 -1%
ICG
18
InterOcean Capital Group
Tennessee
$248K
3AM
19
3EDGE Asset Management
Florida
$239K +$240K +9,507 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$225K -$10.1K -400 -4%
BFC
21
Bedel Financial Consulting
Indiana
$45K
APA
22
American Portfolios Advisors
New York
$23.8K
IA
23
IFP Advisors
Florida
$8K +$7.59K +300 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$3.26K
UBS Group
25
UBS Group
Switzerland
$2K -$25.6K -1,012 -93%

EJUL Hedge Fund Activity: Q1 2022 in Review

25 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q1 2022, worth a combined $19.6M — down 3.1% from $20.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EJUL and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was Old Mission Capital, adding an estimated $289K. The largest seller was Goldman Sachs, exiting entirely with an estimated $268K sold.

  • 25 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q1 2022, down from 29 in Q4 2021.
  • Funds reported $19.6M of Innovator Emerging Markets Power Buffer ETF July stock for Q1 2022, down 3.1% quarter-over-quarter.
  • 2 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q1 2022 and 5 closed out, a net change of -3 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q1 2022 was Old Mission Capital, an estimated $289K added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q1 2022 was Goldman Sachs, an estimated $268K sold.

Based on aggregated 13F filings for Q1 2022.