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Innovator Emerging Markets Power Buffer ETF July

45 hedge funds and large institutions have $42.9M invested in Innovator Emerging Markets Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

10% more funds holding

Funds holding: 4145 (+4)

7.67% less ownership

Funds ownership: 55.63%47.96% (-7.7%)

13% less capital invested

Capital invested by funds: $49.4M → $42.9M (-$6.46M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$16.5M -$132K -5,712 -0.8%
CA
2
Corrado Advisors
New Jersey
$1.86M +$342K +14,760 +22%
AWM
3
Apollon Wealth Management
South Carolina
$1.83M
Osaic Holdings
4
Osaic Holdings
Arizona
$1.81M +$4.12K +178 +0.2%
OBWG
5
Onyx Bridge Wealth Group
New York
$1.72M +$118K +5,116 +7%
BFG
6
Berger Financial Group
Minnesota
$1.55M +$54.1K +2,335 +4%
BFA
7
Beacon Financial Advisory
Ohio
$1.49M -$8.01K -346 -0.5%
TF
8
Trek Financial
Arizona
$1.35M +$1.36M +58,638 New
AGA
9
Accuvest Global Advisors
Utah
$1.15M +$1.15M +49,845 New
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$1.13M +$16.4K +707 +1%
PWA
11
Pillar Wealth Advisors
Pennsylvania
$1.13M +$248K +10,697 +28%
AAS
12
Avantax Advisory Services
Texas
$970K +$268K +11,572 +38%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$755K +$103K +4,464 +16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$645K +$82.9K +3,580 +15%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$601K +$112K +4,826 +23%
DI
16
Diligent Investors
California
$598K -$10.1K -437 -2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$554K +$166K +7,153 +42%
HighTower Advisors
18
HighTower Advisors
Illinois
$512K +$27.4K +1,185 +6%
IFS
19
Ifrah Financial Services
Arkansas
$472K +$4.01K +173 +0.9%
NFG
20
Nations Financial Group
Iowa
$450K
W
21
WorthPointe
California
$446K +$47.4K +2,049 +12%
BWP
22
Balboa Wealth Partners
Arizona
$388K +$390K +16,828 New
GSIS
23
Global Strategic Investment Solutions
Arizona
$387K +$388K +16,770 New
TWM
24
Tradition Wealth Management
Minnesota
$380K
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$372K -$120K -5,200 -24%

EJUL Hedge Fund Activity: Q2 2023 in Review

45 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q2 2023, worth a combined $42.9M — down 13% from $49.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EJUL positions and 5 closed out — a net gain of 5 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Trek Financial, opening a new position worth an estimated $1.36M. The largest seller was Krilogy Financial, exiting entirely with an estimated $683K sold.

  • 45 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q2 2023, up from 41 in Q1 2023.
  • Funds reported $42.9M of Innovator Emerging Markets Power Buffer ETF July stock for Q2 2023, down 13% quarter-over-quarter.
  • 10 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q2 2023 and 5 closed out, a net change of +5 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q2 2023 was Trek Financial, an estimated $1.36M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q2 2023 was Krilogy Financial, an estimated $683K sold.

Based on aggregated 13F filings for Q2 2023.