We are live on ! Find out more
EJUL icon

Innovator Emerging Markets Power Buffer ETF July
EJUL

61 hedge funds and large institutions have $49.6M invested in Innovator Emerging Markets Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $41M → $49.6M (+$8.56M)

9% more funds holding

Funds holding: 56 → 61 (+5)

6.15% more ownership

Funds ownership: 46.75% → 52.9% (+6.2%)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
Personal CFO Solutions
New Jersey
+$4.74M
2
Jane Street
Jane Street
New York
+$863K
3
KAS
Kestra Advisory Services
Texas
+$661K
4
JCM
Jacobi Capital Management
Pennsylvania
+$594K
5
Osaic Holdings
Osaic Holdings
Arizona
+$528K

Top Sellers

1
PWA
Pillar Wealth Advisors
Pennsylvania
-$666K
2
TF
Trek Financial
Arizona
-$648K
3
NFG
Nations Financial Group
Iowa
-$373K
4
GSIS
Global Strategic Investment Solutions
Arizona
-$343K
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$324K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$4.89M +$4.74M +191,690 New
FS
2
Ferguson Shapiro
Georgia
$3.52M +$81.2K +3,283 +2%
BFG
3
Berger Financial Group
Minnesota
$3.37M +$378K +15,285 +13%
HWM
4
HFG Wealth Management
Texas
$2.88M – – –
CA
5
Corrado Advisors
New Jersey
$2.37M -$62.9K -2,542 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.23M +$528K +21,344 +32%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.15M +$256K +10,341 +14%
SWA
8
Stratos Wealth Advisors
Ohio
$2.12M +$74.6K +3,017 +4%
OBWG
9
Onyx Bridge Wealth Group
New York
$2.11M +$10.5K +423 +0.5%
KAS
10
Kestra Advisory Services
Texas
$1.88M +$661K +26,718 +57%
PS
11
Principal Securities
Iowa
$1.85M +$197K +7,965 +12%
DI
12
Diligent Investors
California
$1.38M +$64K +2,588 +5%
CWS
13
Cypress Wealth Services
California
$1.28M – – –
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.26M -$13.7K -555 -1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.15M +$120K +4,866 +12%
AF
16
Allworth Financial
California
$1.02M +$28K +1,131 +3%
Jane Street
17
Jane Street
New York
$890K +$863K +34,879 New
W
18
WPWealth
Texas
$797K +$160K +6,475 +26%
GSIS
19
Global Strategic Investment Solutions
Arizona
$792K -$343K -13,858 -31%
AWM
20
Apollon Wealth Management
South Carolina
$766K -$275K -11,100 -27%
SRA
21
Secured Retirement Advisors
Minnesota
$697K +$135K +5,472 +25%
AAS
22
Avantax Advisory Services
Texas
$671K +$5.09K +206 +0.8%
IA
23
IFP Advisors
Florida
$654K +$91.5K +3,700 +17%
JCM
24
Jacobi Capital Management
Pennsylvania
$613K +$594K +24,007 New
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$552K +$176K +7,125 +49%
1
2 3

EJUL Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q3 2024, worth a combined $49.6M — up 21% from $41M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EJUL positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $4.74M. The largest seller was Pillar Wealth Advisors, exiting entirely with an estimated $666K sold.

  • 61 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $49.6M of Innovator Emerging Markets Power Buffer ETF July stock for Q3 2024, up 21% quarter-over-quarter.
  • 11 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q3 2024 and 6 closed out, a net change of +5 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q3 2024 was Personal CFO Solutions, an estimated $4.74M added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q3 2024 was Pillar Wealth Advisors, an estimated $666K sold.

Based on aggregated 13F filings for Q3 2024.