Innovator International Developed Power Buffer ETF July
IJUL
30 hedge funds and large institutions have $26.1M invested in Innovator International Developed Power Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 20 → 30 (+10)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $28.1M → $26.1M (-$2.06M)
17.02% less ownership
Funds ownership: 63.78% → 46.76% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$879K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$809K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$333K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$332K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$2.69M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$2.67M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
-$137K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$125K |
| 5 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
-$98.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $55K | +$55.2K | +2,254 | New |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $30.3K | +$30.6K | +1,250 | New |
|
|
HIA
28
Harbor Investment Advisory
Lutherville,
Maryland
| $27K | – | – | – |
|
|
CAL
29
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $20K | – | – | – |
|
|
AIC
30
Archer Investment Corporation
Carmel,
Indiana
| $873 | +$881 | +36 | New |
|
IJUL Hedge Fund Activity: Q3 2021 in Review
30 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q3 2021, worth a combined $26.1M — down 7.3% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IJUL positions and 0 closed out — a net gain of 10 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Stratos Wealth Advisors, adding an estimated $879K. The largest seller was HighTower Advisors, cutting an estimated $2.69M.
- 30 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q3 2021, up from 20 in Q2 2021.
- Funds reported $26.1M of Innovator International Developed Power Buffer ETF July stock for Q3 2021, down 7.3% quarter-over-quarter.
- 10 funds opened new Innovator International Developed Power Buffer ETF July positions in Q3 2021 and 0 closed out, a net change of +10 holders.
- The largest Innovator International Developed Power Buffer ETF July buyer in Q3 2021 was Stratos Wealth Advisors, an estimated $879K added.
- The largest Innovator International Developed Power Buffer ETF July seller in Q3 2021 was HighTower Advisors, an estimated $2.69M sold.
Based on aggregated 13F filings for Q3 2021.