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Innovator Emerging Markets Power Buffer ETF July

53 hedge funds and large institutions have $61.5M invested in Innovator Emerging Markets Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 5

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

43% more capital invested

Capital invested by funds: $42.9M → $61.5M (+$18.6M)

18% more funds holding

Funds holding: 4553 (+8)

6.37% more ownership

Funds ownership: 47.96%54.33% (+6.4%)

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$13.3M +$13.6M +592,480 New
GSIS
2
Global Strategic Investment Solutions
Arizona
$9.83M +$9.67M +420,066 +2,505%
PCS
3
Personal CFO Solutions
New Jersey
$3.84M +$3.93M +170,693 New
KAS
4
Kestra Advisory Services
Texas
$2.7M +$2.45M +106,359 +777%
BFG
5
Berger Financial Group
Minnesota
$2.69M +$1.2M +52,066 +77%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.43M +$679K +29,518 +38%
CA
7
Corrado Advisors
New Jersey
$1.8M -$16.7K -726 -0.9%
AWM
8
Apollon Wealth Management
South Carolina
$1.78M
OBWG
9
Onyx Bridge Wealth Group
New York
$1.55M -$128K -5,554 -7%
BFA
10
Beacon Financial Advisory
Ohio
$1.54M +$87.5K +3,800 +6%
TF
11
Trek Financial
Arizona
$1.26M -$59.2K -2,570 -4%
CWS
12
Cypress Wealth Services
California
$1.13M +$1.15M +50,012 New
AGA
13
Accuvest Global Advisors
Utah
$1.12M
PWA
14
Pillar Wealth Advisors
Pennsylvania
$1.11M
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$1.09M -$19.6K -851 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.06M +$327K +14,195 +43%
DI
17
Diligent Investors
California
$1.04M +$468K +20,344 +78%
AAS
18
Avantax Advisory Services
Texas
$989K +$42.6K +1,851 +4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$862K +$281K +12,217 +47%
Citadel Advisors
20
Citadel Advisors
Florida
$785K +$803K +34,873 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$720K +$91.8K +3,989 +14%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$678K +$141K +6,104 +25%
TWM
23
Tradition Wealth Management
Minnesota
$581K +$214K +9,305 +56%
SAG
24
SageView Advisory Group
California
$576K +$313K +13,617 +114%
HighTower Advisors
25
HighTower Advisors
Illinois
$543K +$43K +1,866 +8%

EJUL Hedge Fund Activity: Q3 2023 in Review

53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q3 2023, worth a combined $61.5M — up 43% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EJUL positions and 7 closed out — a net gain of 8 holders — while 23 added to existing stakes and 5 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $13.6M. The largest seller was Cerity Partners, exiting entirely with an estimated $16.5M sold.

  • 53 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $61.5M of Innovator Emerging Markets Power Buffer ETF July stock for Q3 2023, up 43% quarter-over-quarter.
  • 15 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q3 2023 and 7 closed out, a net change of +8 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q3 2023 was Gradient Investments, an estimated $13.6M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q3 2023 was Cerity Partners, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2023.