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Innovator Emerging Markets Power Buffer ETF July

21 hedge funds and large institutions have $12M invested in Innovator Emerging Markets Power Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.05% less ownership

Funds ownership: 53.99%46.94% (-7.1%)

16% less funds holding

Funds holding: 2521 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

39% less capital invested

Capital invested by funds: $19.6M → $12M (-$7.65M)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Apollon Wealth Management
South Carolina
$1.88M +$371K +15,500 +24%
BFA
2
Beacon Financial Advisory
Ohio
$1.52M
CA
3
Corrado Advisors
New Jersey
$1.32M -$32.4K -1,355 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.12M -$488K -20,407 -30%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$1.05M +$1.09M +45,375 New
PWA
6
Pillar Wealth Advisors
Pennsylvania
$841K +$480K +20,060 +124%
TWM
7
Tradition Wealth Management
Minnesota
$819K -$76K -3,176 -8%
SWA
8
Stratos Wealth Advisors
Ohio
$561K +$43.3K +1,811 +8%
DI
9
Diligent Investors
California
$509K
KAS
10
Kestra Advisory Services
Texas
$405K
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$377K
NFG
12
Nations Financial Group
Iowa
$349K +$360K +15,040 New
CA
13
CoreCap Advisors
Michigan
$348K -$1.51K -63 -0.4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$332K -$55.3K -2,312 -14%
3AM
15
3EDGE Asset Management
Florida
$220K -$1.17K -49 -0.5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$202K -$6.75K -282 -3%
CWM
17
Castle Wealth Management
Florida
$58K +$59.8K +2,500 New
APA
18
American Portfolios Advisors
New York
$22.1K
AF
19
Advisornet Financial
Minnesota
$19K +$19.8K +826 New
HI
20
Harbour Investments
Wisconsin
$15K +$15.3K +641 New
IA
21
IFP Advisors
Florida
$8K
PCS
22
Personal CFO Solutions
New Jersey
-$3.61M -143,795 Closed
DP
23
Denver PWM
Colorado
-$2.85M -112,720 Closed
ACM
24
Avalon Capital Management
California
-$624K -25,839 Closed
OMC
25
Old Mission Capital
Illinois
-$591K -23,575 Closed

EJUL Hedge Fund Activity: Q2 2022 in Review

21 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q2 2022, worth a combined $12M — down 39% from $19.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EJUL and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $1.09M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $3.61M sold.

  • 21 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q2 2022, down from 25 in Q1 2022.
  • Funds reported $12M of Innovator Emerging Markets Power Buffer ETF July stock for Q2 2022, down 39% quarter-over-quarter.
  • 5 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q2 2022 and 8 closed out, a net change of -3 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q2 2022 was Forvis Mazars Wealth Advisors, an estimated $1.09M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q2 2022 was Personal CFO Solutions, an estimated $3.61M sold.

Based on aggregated 13F filings for Q2 2022.