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Innovator Emerging Markets Power Buffer ETF July

62 hedge funds and large institutions have $36.9M invested in Innovator Emerging Markets Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 6162 (+1)

6.32% less ownership

Funds ownership: 52.9%46.58% (-6.3%)

26% less capital invested

Capital invested by funds: $49.6M → $36.9M (-$12.7M)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
11
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Berger Financial Group
Minnesota
$3.23M -$28.1K -1,115 -0.8%
HWM
2
HFG Wealth Management
Texas
$2.61M -$383K -15,226 -13%
CA
3
Corrado Advisors
New Jersey
$2.16M -$131K -5,188 -6%
SWA
4
Stratos Wealth Advisors
Ohio
$2.1M +$53.7K +2,134 +3%
OBWG
5
Onyx Bridge Wealth Group
New York
$2.04M +$1.23K +49 +0.1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.03M -$51.4K -2,043 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.86M -$299K -11,870 -14%
PS
8
Principal Securities
Iowa
$1.79M -$2.67K -106 -0.1%
KAS
9
Kestra Advisory Services
Texas
$1.73M -$87.1K -3,462 -5%
DI
10
Diligent Investors
California
$1.33M -$906 -36 -0.1%
CWS
11
Cypress Wealth Services
California
$1.22M -$16.2K -645 -1%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$60.1K +2,389 +5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.02M -$205K -8,164 -17%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$842K +$327K +12,997 +62%
GSIS
15
Global Strategic Investment Solutions
Arizona
$764K -$478 -19 -0.1%
AWM
16
Apollon Wealth Management
South Carolina
$736K -$3.75K -149 -0.5%
AAS
17
Avantax Advisory Services
Texas
$651K +$2.52K +100 +0.4%
IA
18
IFP Advisors
Florida
$632K
Raymond James Financial
19
Raymond James Financial
Florida
$620K +$633K +25,153 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$610K +$77.7K +3,088 +14%
JCM
21
Jacobi Capital Management
Pennsylvania
$592K
HA
22
Helium Advisors
Washington
$560K +$571K +22,685 New
TWM
23
Tradition Wealth Management
Minnesota
$483K
CIA
24
Cape Investment Advisory
Georgia
$427K +$96.9K +3,848 +29%
W
25
WPWealth
Texas
$385K -$394K -15,634 -50%

EJUL Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Emerging Markets Power Buffer ETF July (EJUL) for Q4 2024, worth a combined $36.9M — down 26% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EJUL positions and 10 closed out — a net gain of 3 holders — while 11 added to existing stakes and 24 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $327K. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $4.89M sold.

  • 62 institutional investors held Innovator Emerging Markets Power Buffer ETF July (EJUL) as of Q4 2024, up from 61 in Q3 2024.
  • Funds reported $36.9M of Innovator Emerging Markets Power Buffer ETF July stock for Q4 2024, down 26% quarter-over-quarter.
  • 13 funds opened new Innovator Emerging Markets Power Buffer ETF July positions in Q4 2024 and 10 closed out, a net change of +3 holders.
  • The largest Innovator Emerging Markets Power Buffer ETF July buyer in Q4 2024 was Susquehanna International Group, an estimated $327K added.
  • The largest Innovator Emerging Markets Power Buffer ETF July seller in Q4 2024 was Personal CFO Solutions, an estimated $4.89M sold.

Based on aggregated 13F filings for Q4 2024.