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Innovator Emerging Markets Power Buffer ETF July
EJUL

42 hedge funds and large institutions have $41.3M invested in Innovator Emerging Markets Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

91% more capital invested

Capital invested by funds: $21.7M → $41.3M (+$19.6M)

40% more funds holding

Funds holding: 30 → 42 (+12)

0.73% more ownership

Funds ownership: 52.43% → 53.16% (+0.73%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
42
Holders Change
+12
Holders Change %
+40%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
9
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Avalon Capital Management
California
+$6.36M
2
CAG
Compass Advisory Group
New York
+$4.49M
3
GI
Gradient Investments
Minnesota
+$2.96M
4
BFG
Berger Financial Group
Minnesota
+$508K
5
HighTower Advisors
HighTower Advisors
Illinois
+$461K

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$323K
2
TWM
Tradition Wealth Management
Minnesota
-$221K
3
SWA
Stratos Wealth Advisors
Ohio
-$205K
4
Citadel Advisors
Citadel Advisors
Florida
-$130K
5
UBS Group
UBS Group
Switzerland
-$81.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$8.48M +$2.96M +133,144 +56%
ACM
2
Avalon Capital Management
California
$6.53M +$6.36M +285,943 New
CAG
3
Compass Advisory Group
New York
$4.83M +$4.49M +201,822 New
AWM
4
Apollon Wealth Management
South Carolina
$1.99M +$73.3K +3,297 +4%
GSIS
5
Global Strategic Investment Solutions
Arizona
$1.66M – – –
CA
6
Corrado Advisors
New Jersey
$1.52M -$55.7K -2,505 -4%
BFA
7
Beacon Financial Advisory
Ohio
$1.5M – – –
Osaic Holdings
8
Osaic Holdings
Arizona
$1.49M +$197K +8,859 +16%
BFG
9
Berger Financial Group
Minnesota
$1.46M +$508K +22,844 +56%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$1.13M -$14.2K -641 -1%
PWA
11
Pillar Wealth Advisors
Pennsylvania
$878K -$2.6K -117 -0.3%
AAS
12
Avantax Advisory Services
Texas
$671K +$215K +9,676 +49%
KF
13
Krilogy Financial
Missouri
$668K +$379K +17,035 +139%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$611K -$5.74K -258 -1%
DI
15
Diligent Investors
California
$602K +$77.8K +3,500 +15%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$486K +$98.8K +4,445 +26%
TFS
17
TrustCore Financial Services
Tennessee
$484K – – –
HighTower Advisors
18
HighTower Advisors
Illinois
$477K +$461K +20,736 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$462K +$450K +20,236 New
IA
20
IFP Advisors
Florida
$456K +$385K +17,339 +2,890%
IFS
21
Ifrah Financial Services
Arkansas
$451K +$439K +19,759 New
NFG
22
Nations Financial Group
Iowa
$446K – – –
W
23
WorthPointe
California
$397K – – –
TWM
24
Tradition Wealth Management
Minnesota
$385K -$221K -9,924 -37%
KAS
25
Kestra Advisory Services
Texas
$357K -$17.8K -800 -5%
1
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EJUL Hedge Fund Activity: Q4 2022 in Review

42 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q4 2022, worth a combined $41.3M — up 91% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EJUL positions and 2 closed out — a net gain of 14 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $6.36M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $323K sold.

  • 42 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q4 2022, up from 30 in Q3 2022.
  • Funds reported $41.3M of Innovator Emerging Markets Power Buffer ETF July stock for Q4 2022, up 91% quarter-over-quarter.
  • 16 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q4 2022 and 2 closed out, a net change of +14 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q4 2022 was Avalon Capital Management, an estimated $6.36M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q4 2022 was 3EDGE Asset Management, an estimated $323K sold.

Based on aggregated 13F filings for Q4 2022.