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Innovator Emerging Markets Power Buffer ETF July

56 hedge funds and large institutions have $46.6M invested in Innovator Emerging Markets Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 5456 (+2)

4.16% less ownership

Funds ownership: 53.33%49.18% (-4.2%)

22% less capital invested

Capital invested by funds: $59.6M → $46.6M (-$13M)

76% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 29

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.93M +$6.93M +295,996 +374%
FS
2
Ferguson Shapiro
Georgia
$3.38M +$3.32M +141,809 New
HWM
3
HFG Wealth Management
Texas
$3.18M -$244K -10,436 -7%
BFG
4
Berger Financial Group
Minnesota
$2.82M -$102K -4,350 -4%
OBWG
5
Onyx Bridge Wealth Group
New York
$2.02M +$333K +14,219 +20%
CA
6
Corrado Advisors
New Jersey
$1.95M -$52.4K -2,240 -3%
SWA
7
Stratos Wealth Advisors
Ohio
$1.8M +$817K +34,895 +86%
PS
8
Principal Securities
Iowa
$1.57M -$4.4K -188 -0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.47M -$376K -16,063 -21%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.35M +$446K +19,057 +50%
AWM
11
Apollon Wealth Management
South Carolina
$1.32M -$533K -22,793 -29%
CWS
12
Cypress Wealth Services
California
$1.19M
DI
13
Diligent Investors
California
$1.17M
AGA
14
Accuvest Global Advisors
Utah
$1.06M +$1.04M +44,619 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$902K +$53.9K +2,304 +6%
KAS
16
Kestra Advisory Services
Texas
$870K -$1.81M -77,147 -68%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$822K -$161K -6,867 -17%
PWA
18
Pillar Wealth Advisors
Pennsylvania
$760K -$361K -15,432 -33%
GSIS
19
Global Strategic Investment Solutions
Arizona
$707K -$185K -7,915 -21%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$701K -$52.7K -2,251 -7%
AAS
21
Avantax Advisory Services
Texas
$617K -$29.5K -1,262 -5%
TWM
22
Tradition Wealth Management
Minnesota
$594K -$2.2K -94 -0.4%
SRA
23
Secured Retirement Advisors
Minnesota
$568K +$132K +5,631 +31%
CAN
24
Cetera Advisor Networks
California
$457K -$14.9K -637 -3%
Goldman Sachs
25
Goldman Sachs
New York
$439K +$432K +18,446 New

EJUL Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q1 2024, worth a combined $46.6M — down 22% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EJUL positions and 6 closed out — a net gain of 2 holders — while 7 added to existing stakes and 29 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.93M. The largest seller was Gradient Investments, cutting an estimated $15M.

  • 56 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $46.6M of Innovator Emerging Markets Power Buffer ETF July stock for Q1 2024, down 22% quarter-over-quarter.
  • 8 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q1 2024 and 6 closed out, a net change of +2 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q1 2024 was Commonwealth Equity Services, an estimated $6.93M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q1 2024 was Gradient Investments, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2024.