We are live on ! Find out more
EJUL icon

Innovator Emerging Markets Power Buffer ETF July

56 hedge funds and large institutions have $41M invested in Innovator Emerging Markets Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 5656 (0)

2.43% less ownership

Funds ownership: 49.18%46.75% (-2.4%)

12% less capital invested

Capital invested by funds: $46.6M → $41M (-$5.56M)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

Holders
56
Holders Change
Holders Change %
0%
% 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
14
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FS
1
Ferguson Shapiro
Georgia
$3.3M -$175K -7,214 -5%
HWM
2
HFG Wealth Management
Texas
$2.88M -$394K -16,274 -12%
BFG
3
Berger Financial Group
Minnesota
$2.86M -$41.1K -1,697 -1%
CA
4
Corrado Advisors
New Jersey
$2.34M +$331K +13,658 +17%
OBWG
5
Onyx Bridge Wealth Group
New York
$2.02M -$54K -2,229 -3%
SWA
6
Stratos Wealth Advisors
Ohio
$1.96M +$110K +4,528 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.81M -$7.29M -301,270 -80%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.61M +$102K +4,223 +7%
PS
9
Principal Securities
Iowa
$1.58M -$29.1K -1,204 -2%
DI
10
Diligent Investors
California
$1.26M +$48.4K +2,000 +4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.23M -$166K -6,863 -12%
CWS
12
Cypress Wealth Services
California
$1.23M
KAS
13
Kestra Advisory Services
Texas
$1.15M +$251K +10,353 +28%
GSIS
14
Global Strategic Investment Solutions
Arizona
$1.1M +$368K +15,182 +51%
AWM
15
Apollon Wealth Management
South Carolina
$1.01M -$346K -14,307 -26%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$980K +$49.8K +2,057 +5%
AF
17
Allworth Financial
California
$953K +$938K +38,756 New
TF
18
Trek Financial
Arizona
$930K +$919K +37,951 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$754K +$31.5K +1,300 +4%
PWA
20
Pillar Wealth Advisors
Pennsylvania
$666K -$115K -4,760 -15%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$644K -$199K -8,234 -24%
AAS
22
Avantax Advisory Services
Texas
$639K +$3.95K +163 +0.6%
TWM
23
Tradition Wealth Management
Minnesota
$611K -$702 -29 -0.1%
W
24
WPWealth
Texas
$607K +$599K +24,760 New
IA
25
IFP Advisors
Florida
$537K +$520K +21,477 +5,006%

EJUL Hedge Fund Activity: Q2 2024 in Review

56 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q2 2024, worth a combined $41M — down 12% from $46.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EJUL positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 23 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $938K. The largest seller was Commonwealth Equity Services, cutting an estimated $7.29M.

  • 56 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $41M of Innovator Emerging Markets Power Buffer ETF July stock for Q2 2024, down 12% quarter-over-quarter.
  • 8 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q2 2024 and 7 closed out, a net change of +1 holder.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q2 2024 was Allworth Financial, an estimated $938K added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q2 2024 was Commonwealth Equity Services, an estimated $7.29M sold.

Based on aggregated 13F filings for Q2 2024.