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Innovator Emerging Markets Power Buffer ETF July

54 hedge funds and large institutions have $59.6M invested in Innovator Emerging Markets Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 5354 (+1)

0.99% less ownership

Funds ownership: 54.33%53.33% (-0.99%)

3% less capital invested

Capital invested by funds: $61.5M → $59.6M (-$1.94M)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$15.4M +$1.3M +57,206 +10%
PCS
2
Personal CFO Solutions
New Jersey
$4.18M +$137K +6,025 +4%
HWM
3
HFG Wealth Management
Texas
$3.4M +$3.28M +144,052 New
BFG
4
Berger Financial Group
Minnesota
$2.9M +$75.6K +3,317 +3%
KAS
5
Kestra Advisory Services
Texas
$2.69M -$145K -6,355 -5%
CA
6
Corrado Advisors
New Jersey
$1.98M +$88.2K +3,870 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.87M +$735K +32,262 +69%
AWM
8
Apollon Wealth Management
South Carolina
$1.85M -$22.8K -1,000 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.84M -$690K -30,286 -28%
BFA
10
Beacon Financial Advisory
Ohio
$1.8M +$169K +7,404 +11%
OBWG
11
Onyx Bridge Wealth Group
New York
$1.66M +$34.9K +1,532 +2%
PS
12
Principal Securities
Iowa
$1.56M +$1.5M +65,948 New
CWS
13
Cypress Wealth Services
California
$1.18M
DI
14
Diligent Investors
California
$1.16M +$68.3K +3,000 +6%
PWA
15
Pillar Wealth Advisors
Pennsylvania
$1.12M -$41K -1,799 -4%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$978K -$159K -7,001 -14%
SWA
17
Stratos Wealth Advisors
Ohio
$959K +$925K +40,603 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$894K -$10.2K -448 -1%
GSIS
19
Global Strategic Investment Solutions
Arizona
$889K -$9.09M -399,232 -91%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$841K +$125K +5,485 +18%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$749K +$516K +22,635 +250%
AAS
22
Avantax Advisory Services
Texas
$642K -$382K -16,765 -38%
TWM
23
Tradition Wealth Management
Minnesota
$592K -$17.5K -767 -3%
SAG
24
SageView Advisory Group
California
$589K
HighTower Advisors
25
HighTower Advisors
Illinois
$557K -$3.42K -150 -0.6%

EJUL Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q4 2023, worth a combined $59.6M — down 3.2% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EJUL positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Gradient Investments, adding an estimated $1.3M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $9.09M.

  • 54 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $59.6M of Innovator Emerging Markets Power Buffer ETF July stock for Q4 2023, down 3.2% quarter-over-quarter.
  • 9 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q4 2023 and 8 closed out, a net change of +1 holder.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q4 2023 was Gradient Investments, an estimated $1.3M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q4 2023 was Global Strategic Investment Solutions, an estimated $9.09M sold.

Based on aggregated 13F filings for Q4 2023.