We are live on ! Find out more
IJUL icon

Innovator International Developed Power Buffer ETF July
IJUL

84 hedge funds and large institutions have $145M invested in Innovator International Developed Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

12% more funds holding

Funds holding: 75 → 84 (+9)

6% more capital invested

Capital invested by funds: $136M → $145M (+$8.62M)

2.46% more ownership

Funds ownership: 63.53% → 65.99% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
12
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$5.9M
2
SWA
Stratos Wealth Advisors
Ohio
+$1.08M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$785K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$592K
5
LNC
Lincoln National Corp
Pennsylvania
+$557K

Top Sellers

Rank Fund Capital Flow
1
GSIS
Global Strategic Investment Solutions
Arizona
-$17.2M
2
CAG
Compass Advisory Group
New York
-$4.22M
3
AGA
Accuvest Global Advisors
Utah
-$1.64M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$920K
5
AAS
Avantax Advisory Services
Texas
-$810K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
26
Stratos Wealth Advisors
Ohio
$1.14M +$1.08M +41,889 New
LPL Financial
27
LPL Financial
California
$1.11M +$228K +8,811 +27%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.1M -$35.5K -1,373 -3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$986K -$920K -35,530 -49%
MMA
30
Miracle Mile Advisors
California
$865K -$152K -5,865 -16%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$823K +$785K +30,344 New
AAS
32
Avantax Advisory Services
Texas
$783K -$810K -31,281 -52%
CWM
33
Castle Wealth Management
Florida
$748K +$355K +13,705 +99%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$743K +$96.3K +3,720 +16%
BWM
35
BCS Wealth Management
Tennessee
$728K +$98.9K +3,822 +17%
Cerity Partners
36
Cerity Partners
New York
$728K -$255K -9,870 -27%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$719K +$105K +4,038 +18%
IFS
38
Ifrah Financial Services
Arkansas
$695K -$47.1K -1,821 -7%
ODFS
39
O'Donnell Financial Services
California
$648K -$621 -24 -0.1%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$640K – – –
CPA
41
Clear Point Advisors
New York
$637K +$607K +23,470 New
RJA
42
Raymond James & Associates
Florida
$587K +$33.3K +1,286 +6%
AIA
43
Alera Investment Advisors
Illinois
$566K -$9.63K -372 -2%
NFG
44
Nations Financial Group
Iowa
$536K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$499K -$108K -4,156 -18%
PWA
46
Pillar Wealth Advisors
Pennsylvania
$490K – – –
DFA
47
DHJJ Financial Advisors
Illinois
$450K – – –
USCWA
48
U.S. Capital Wealth Advisors
Texas
$422K -$51.8K -2,000 -11%
TWM
49
Tradition Wealth Management
Minnesota
$420K -$37.3K -1,441 -9%
KAS
50
Kestra Advisory Services
Texas
$403K +$32.9K +1,270 +9%
1
2
3 4

IJUL Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q4 2023, worth a combined $145M — up 6.3% from $136M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IJUL positions and 8 closed out — a net gain of 10 holders — while 12 added to existing stakes and 28 trimmed.

The largest buyer was Gradient Investments, adding an estimated $5.9M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $17.2M.

  • 84 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q4 2023, up from 75 in Q3 2023.
  • Funds reported $145M of Innovator International Developed Power Buffer ETF July stock for Q4 2023, up 6.3% quarter-over-quarter.
  • 18 funds opened new Innovator International Developed Power Buffer ETF July positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q4 2023 was Gradient Investments, an estimated $5.9M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q4 2023 was Global Strategic Investment Solutions, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2023.