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Innovator International Developed Power Buffer ETF July

75 hedge funds and large institutions have $136M invested in Innovator International Developed Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 7

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

120% more capital invested

Capital invested by funds: $62.1M → $136M (+$74.2M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 6175 (+14)

9.54% more ownership

Funds ownership: 53.99%63.53% (+9.5%)

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
34
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.07M +$569K +21,865 +109%
MMA
27
Miracle Mile Advisors
California
$961K
Cerity Partners
28
Cerity Partners
New York
$934K -$351K -13,474 -27%
LPL Financial
29
LPL Financial
California
$819K +$3.72K +143 +0.4%
IFS
30
Ifrah Financial Services
Arkansas
$699K -$1.3K -50 -0.2%
BCM
31
Brookstone Capital Management
Illinois
$670K +$267K +10,262 +62%
ODFS
32
O'Donnell Financial Services
California
$609K +$623K +23,924 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$603K +$616K +23,678 New
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$600K
BWM
35
BCS Wealth Management
Tennessee
$586K +$175K +6,716 +41%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$574K +$231K +8,866 +65%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$572K +$369K +14,196 +171%
AIA
38
Alera Investment Advisors
Illinois
$541K -$43.6K -1,676 -7%
RJA
39
Raymond James & Associates
Florida
$518K +$530K +20,360 New
NFG
40
Nations Financial Group
Iowa
$503K
PWA
41
Pillar Wealth Advisors
Pennsylvania
$460K
USCWA
42
U.S. Capital Wealth Advisors
Texas
$447K +$457K +17,565 New
TWM
43
Tradition Wealth Management
Minnesota
$431K +$16.5K +635 +4%
DFA
44
DHJJ Financial Advisors
Illinois
$422K +$79.4K +3,050 +23%
PWM
45
PRW Wealth Management
Massachusetts
$369K +$383K +14,700 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$357K +$365K +14,030 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$357K +$364K +14,003 New
CWM
48
Castle Wealth Management
Florida
$353K +$361K +13,884 New
KAS
49
Kestra Advisory Services
Texas
$346K +$143K +5,498 +68%
NAM
50
NorthCrest Asset Manangement
Minnesota
$331K

IJUL Hedge Fund Activity: Q3 2023 in Review

75 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q3 2023, worth a combined $136M — up 120% from $62.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IJUL positions and 6 closed out — a net gain of 14 holders — while 34 added to existing stakes and 7 trimmed.

The largest buyer was Global Strategic Investment Solutions, adding an estimated $16.1M. The largest seller was Jane Street, exiting entirely with an estimated $412K sold.

  • 75 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q3 2023, up from 61 in Q2 2023.
  • Funds reported $136M of Innovator International Developed Power Buffer ETF July stock for Q3 2023, up 120% quarter-over-quarter.
  • 20 funds opened new Innovator International Developed Power Buffer ETF July positions in Q3 2023 and 6 closed out, a net change of +14 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q3 2023 was Global Strategic Investment Solutions, an estimated $16.1M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q3 2023 was Jane Street, an estimated $412K sold.

Based on aggregated 13F filings for Q3 2023.