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Innovator Emerging Markets Power Buffer ETF July

41 hedge funds and large institutions have $49.4M invested in Innovator Emerging Markets Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $41.3M → $49.4M (+$8.06M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2.48% more ownership

Funds ownership: 53.16%55.63% (+2.5%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

2% less funds holding

Funds holding: 4241 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$16.9M +$16.7M +709,761 +5,507%
HWM
2
HFG Wealth Management
Texas
$11M +$11M +469,200 New
AWM
3
Apollon Wealth Management
South Carolina
$1.85M -$188K -8,000 -9%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.83M +$308K +13,077 +20%
OBWG
5
Onyx Bridge Wealth Group
New York
$1.62M +$1.63M +69,300 New
CA
6
Corrado Advisors
New Jersey
$1.54M -$12.8K -546 -0.8%
BFA
7
Beacon Financial Advisory
Ohio
$1.52M -$15.7K -667 -1%
BFG
8
Berger Financial Group
Minnesota
$1.52M +$30.1K +1,280 +2%
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$1.13M -$25.1K -1,066 -2%
PWA
10
Pillar Wealth Advisors
Pennsylvania
$898K
AAS
11
Avantax Advisory Services
Texas
$713K +$26.2K +1,113 +4%
KF
12
Krilogy Financial
Missouri
$683K
ACM
13
Arlington Capital Management
Illinois
$619K +$624K +26,523 New
DI
14
Diligent Investors
California
$616K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$570K +$98.2K +4,175 +21%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$498K +$501K +21,322 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$496K -$823 -35 -0.2%
HighTower Advisors
18
HighTower Advisors
Illinois
$487K +$4.7K +200 +1%
IFS
19
Ifrah Financial Services
Arkansas
$474K +$12.5K +530 +3%
NFG
20
Nations Financial Group
Iowa
$456K
W
21
WorthPointe
California
$404K -$1.5K -64 -0.4%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$394K +$397K +16,864 New
TWM
23
Tradition Wealth Management
Minnesota
$385K -$8.87K -377 -2%
KAS
24
Kestra Advisory Services
Texas
$378K +$12.5K +530 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$310K +$6.07K +258 +2%

EJUL Hedge Fund Activity: Q1 2023 in Review

41 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q1 2023, worth a combined $49.4M — up 20% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EJUL positions and 10 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Cerity Partners, adding an estimated $16.7M. The largest seller was Gradient Investments, cutting an estimated $8.71M.

  • 41 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q1 2023, down from 42 in Q4 2022.
  • Funds reported $49.4M of Innovator Emerging Markets Power Buffer ETF July stock for Q1 2023, up 20% quarter-over-quarter.
  • 11 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q1 2023 and 10 closed out, a net change of +1 holder.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q1 2023 was Cerity Partners, an estimated $16.7M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q1 2023 was Gradient Investments, an estimated $8.71M sold.

Based on aggregated 13F filings for Q1 2023.