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Innovator International Developed Power Buffer ETF July

82 hedge funds and large institutions have $89.1M invested in Innovator International Developed Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 7982 (+3)

4.31% less ownership

Funds ownership: 68.32%64.01% (-4.3%)

23% less capital invested

Capital invested by funds: $116M → $89.1M (-$26.6M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

60% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 35

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
14
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
26
Ifrah Financial Services
Arkansas
$730K -$13.8K -492 -2%
MML Investors Services
27
MML Investors Services
Massachusetts
$721K +$721K +25,629 New
LPL Financial
28
LPL Financial
California
$710K -$496K -17,628 -41%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$661K -$24.2K -860 -4%
CPA
30
Clear Point Advisors
New York
$657K
ODFS
31
O'Donnell Financial Services
California
$656K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$549K +$77K +2,737 +16%
IA
33
IFP Advisors
Florida
$512K +$512K +18,200 New
Cerity Partners
34
Cerity Partners
New York
$499K -$162K -5,752 -24%
PWA
35
Pillar Wealth Advisors
Pennsylvania
$467K -$41.5K -1,475 -8%
NFG
36
Nations Financial Group
Iowa
$434K -$141 -5 -0%
DFA
37
DHJJ Financial Advisors
Illinois
$432K -$28.3K -1,007 -6%
TWM
38
Tradition Wealth Management
Minnesota
$404K -$29.8K -1,060 -7%
SIA
39
Spectrum Investment Advisors
Wisconsin
$389K -$5.7M -202,640 -94%
BFC
40
Bedel Financial Consulting
Indiana
$370K +$370K +13,143 New
NAM
41
NorthCrest Asset Manangement
Minnesota
$365K
AF
42
Allworth Financial
California
$365K -$74.5K -2,647 -17%
S
43
SignatureFD
Georgia
$352K
MMA
44
Miracle Mile Advisors
California
$338K -$547K -19,458 -62%
W
45
WPWealth
Texas
$316K +$317K +11,254 New
AIA
46
Alera Investment Advisors
Illinois
$307K -$232K -8,261 -43%
GCP
47
Gill Capital Partners
Colorado
$302K
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$281K
KWM
49
Kingsview Wealth Management
Oregon
$269K +$54K +1,920 +25%
Citadel Advisors
50
Citadel Advisors
Florida
$261K +$28 +1 +0%

IJUL Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q2 2024, worth a combined $89.1M — down 23% from $116M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IJUL positions and 7 closed out — a net gain of 4 holders — while 14 added to existing stakes and 35 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.91M. The largest seller was HFG Wealth Management, cutting an estimated $6.65M.

  • 82 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q2 2024, up from 79 in Q1 2024.
  • Funds reported $89.1M of Innovator International Developed Power Buffer ETF July stock for Q2 2024, down 23% quarter-over-quarter.
  • 11 funds opened new Innovator International Developed Power Buffer ETF July positions in Q2 2024 and 7 closed out, a net change of +4 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q2 2024 was Osaic Holdings, an estimated $2.91M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q2 2024 was HFG Wealth Management, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2024.