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Innovator International Developed Power Buffer ETF July

79 hedge funds and large institutions have $116M invested in Innovator International Developed Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2.33% more ownership

Funds ownership: 65.99%68.32% (+2.3%)

6% less funds holding

Funds holding: 8479 (-5)

20% less capital invested

Capital invested by funds: $145M → $116M (-$29.3M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

64% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 39

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
7
Increased
14
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIWM
26
Long Island Wealth Management
New York
$1.08M -$211K -7,713 -17%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$937K -$85.1K -3,115 -9%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$891K +$219K +8,000 +34%
MMA
29
Miracle Mile Advisors
California
$888K -$11K -403 -1%
AAS
30
Avantax Advisory Services
Texas
$801K -$13K -475 -2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$773K
IFS
32
Ifrah Financial Services
Arkansas
$746K +$22.4K +820 +3%
SAG
33
SageView Advisory Group
California
$746K -$1.46M -53,462 -69%
BWM
34
BCS Wealth Management
Tennessee
$739K -$17.7K -646 -2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$687K -$59.2K -2,166 -8%
Cerity Partners
36
Cerity Partners
New York
$662K -$91.5K -3,348 -12%
CPA
37
Clear Point Advisors
New York
$659K -$2.79K -102 -0.4%
ODFS
38
O'Donnell Financial Services
California
$658K -$15.4K -565 -2%
CWM
39
Castle Wealth Management
Florida
$577K -$195K -7,149 -26%
AIA
40
Alera Investment Advisors
Illinois
$541K -$46.3K -1,695 -8%
KAS
41
Kestra Advisory Services
Texas
$533K +$110K +4,024 +27%
PWA
42
Pillar Wealth Advisors
Pennsylvania
$510K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$473K -$44.7K -1,635 -9%
NA
44
NewEdge Advisors
Louisiana
$466K +$222K +8,121 +97%
DFA
45
DHJJ Financial Advisors
Illinois
$462K -$5.47K -200 -1%
AF
46
Allworth Financial
California
$437K -$7.48M -273,593 -95%
NFG
47
Nations Financial Group
Iowa
$435K -$118K -4,320 -22%
TWM
48
Tradition Wealth Management
Minnesota
$435K -$1.97K -72 -0.5%
JP Morgan Chase
49
JP Morgan Chase
New York
$416K +$404K +14,763 New
HF
50
HRT Financial
New York
$412K +$400K +14,629 New

IJUL Hedge Fund Activity: Q1 2024 in Review

79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q1 2024, worth a combined $116M — down 20% from $145M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IJUL and 7 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 14 added.

The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $4.08M. The largest seller was Gradient Investments, cutting an estimated $17.4M.

  • 79 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q1 2024, down from 84 in Q4 2023.
  • Funds reported $116M of Innovator International Developed Power Buffer ETF July stock for Q1 2024, down 20% quarter-over-quarter.
  • 7 funds opened new Innovator International Developed Power Buffer ETF July positions in Q1 2024 and 12 closed out, a net change of -5 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q1 2024 was Accuvest Global Advisors, an estimated $4.08M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q1 2024 was Gradient Investments, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2024.