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Innovator International Developed Power Buffer ETF July

85 hedge funds and large institutions have $102M invested in Innovator International Developed Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $89.1M → $102M (+$12.8M)

4% more funds holding

Funds holding: 8285 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.76% less ownership

Funds ownership: 64.01%60.25% (-3.8%)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
30
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$929K
LIWM
27
Long Island Wealth Management
New York
$910K +$4.44K +155 +0.5%
AAS
28
Avantax Advisory Services
Texas
$842K +$7.02K +245 +0.9%
KAS
29
Kestra Advisory Services
Texas
$837K +$57.1K +1,993 +8%
BWM
30
BCS Wealth Management
Tennessee
$811K +$46.4K +1,619 +6%
IFS
31
Ifrah Financial Services
Arkansas
$771K +$7.54K +263 +1%
LPL Financial
32
LPL Financial
California
$715K -$27.2K -948 -4%
CPA
33
Clear Point Advisors
New York
$687K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$652K +$75.9K +2,648 +14%
ODFS
35
O'Donnell Financial Services
California
$628K -$56.9K -1,984 -9%
MHS
36
M Holdings Securities
Oregon
$608K +$592K +20,663 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$604K -$84.4K -2,945 -13%
IA
38
IFP Advisors
Florida
$563K +$27.4K +955 +5%
DFA
39
DHJJ Financial Advisors
Illinois
$546K +$92.1K +3,214 +21%
Cerity Partners
40
Cerity Partners
New York
$521K
JCM
41
Jacobi Capital Management
Pennsylvania
$487K +$475K +16,561 New
NFG
42
Nations Financial Group
Iowa
$453K
CFP
43
Cypress Financial Planning
New Jersey
$447K +$221K +7,726 +103%
NAM
44
NorthCrest Asset Manangement
Minnesota
$382K
CAG
45
Compass Advisory Group
New York
$378K +$369K +12,859 New
AF
46
Allworth Financial
California
$378K
SWP
47
Summit Wealth Partners
Florida
$370K +$107K +3,746 +42%
S
48
SignatureFD
Georgia
$369K
MMA
49
Miracle Mile Advisors
California
$353K
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$336K +$328K +11,436 New

IJUL Hedge Fund Activity: Q3 2024 in Review

85 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q3 2024, worth a combined $102M — up 14% from $89.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IJUL positions and 10 closed out — a net gain of 3 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Bedel Financial Consulting, adding an estimated $2.01M. The largest seller was Forvis Mazars Wealth Advisors, cutting an estimated $926K.

  • 85 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $102M of Innovator International Developed Power Buffer ETF July stock for Q3 2024, up 14% quarter-over-quarter.
  • 13 funds opened new Innovator International Developed Power Buffer ETF July positions in Q3 2024 and 10 closed out, a net change of +3 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q3 2024 was Bedel Financial Consulting, an estimated $2.01M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q3 2024 was Forvis Mazars Wealth Advisors, an estimated $926K sold.

Based on aggregated 13F filings for Q3 2024.