Innovator International Developed Power Buffer ETF July
IJUL
36 hedge funds and large institutions have $28.8M invested in Innovator International Developed Power Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
20% more funds holding
Funds holding: 30 → 36 (+6)
10% more capital invested
Capital invested by funds: $26.1M → $28.8M (+$2.71M)
5.9% more ownership
Funds ownership: 46.76% → 52.66% (+5.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$986K |
| 2 |
CG
Caprock Group
Boise,
Idaho
|
+$507K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$355K |
| 4 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$340K |
| 5 |
DI
Diligent Investors
Redlands,
California
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$1.98M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$222K |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
-$207K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$57K |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$47.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
26
Bailard
Foster City,
California
| $209K | – | – | – |
|
27
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $203K | -$36.8K | -1,503 | -15% |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $158K | +$158K | +6,447 | New |
|
|
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| $98K | +$97.8K | +4,000 | New |
|
|
NFG
30
Next Financial Group
Houston,
Texas
| $72K | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $31K | -$23.7K | -970 | -43% |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $30.6K | – | – | – |
|
|
HIA
33
Harbor Investment Advisory
Lutherville,
Maryland
| $27K | – | – | – |
|
|
CAL
34
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $20K | – | – | – |
|
35
Morgan Stanley
New York
| $10K | +$9.78K | +400 | New |
|
|
AIC
36
Archer Investment Corporation
Carmel,
Indiana
| $883 | – | – | – |
|
|
37
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$222K | -9,158 | Closed |
|
|
LJAC
38
L.J. Altfest & Co
New York
| – | -$207K | -8,552 | Closed |
|
|
IA
39
IFP Advisors
Tampa,
Florida
| – | -$57K | -2,363 | Closed |
|
IJUL Hedge Fund Activity: Q4 2021 in Review
36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q4 2021, worth a combined $28.8M — up 10% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IJUL positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $986K. The largest seller was HighTower Advisors, cutting an estimated $1.98M.
- 36 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q4 2021, up from 30 in Q3 2021.
- Funds reported $28.8M of Innovator International Developed Power Buffer ETF July stock for Q4 2021, up 10% quarter-over-quarter.
- 9 funds opened new Innovator International Developed Power Buffer ETF July positions in Q4 2021 and 3 closed out, a net change of +6 holders.
- The largest Innovator International Developed Power Buffer ETF July buyer in Q4 2021 was WealthPLAN Partners, an estimated $986K added.
- The largest Innovator International Developed Power Buffer ETF July seller in Q4 2021 was HighTower Advisors, an estimated $1.98M sold.
Based on aggregated 13F filings for Q4 2021.