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Innovator International Developed Power Buffer ETF July

87 hedge funds and large institutions have $93.6M invested in Innovator International Developed Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 8587 (+2)

1.03% more ownership

Funds ownership: 60.25%61.27% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less capital invested

Capital invested by funds: $102M → $93.6M (-$8.36M)

62% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 37

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
14
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$813K -$147K -5,176 -15%
AAS
27
Avantax Advisory Services
Texas
$793K
IFS
28
Ifrah Financial Services
Arkansas
$744K +$18K +636 +2%
BWM
29
BCS Wealth Management
Tennessee
$739K -$25.2K -889 -3%
WFS
30
WealthGarden F.S.
California
$711K -$294K -10,349 -29%
SAG
31
SageView Advisory Group
California
$701K -$445K -15,673 -38%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$691K -$476K -16,793 -40%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$681K -$199K -7,000 -22%
CPA
34
Clear Point Advisors
New York
$617K -$30.8K -1,085 -5%
LPL Financial
35
LPL Financial
California
$596K -$79.1K -2,788 -11%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$564K -$50.5K -1,779 -8%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$553K -$16.5K -580 -3%
IA
38
IFP Advisors
Florida
$549K +$18.6K +657 +3%
DFA
39
DHJJ Financial Advisors
Illinois
$519K +$4.62K +163 +0.9%
Cerity Partners
40
Cerity Partners
New York
$491K
MHS
41
M Holdings Securities
Oregon
$491K -$83.2K -2,933 -14%
Jane Street
42
Jane Street
New York
$486K +$498K +17,542 New
JCM
43
Jacobi Capital Management
Pennsylvania
$459K
NFG
44
Nations Financial Group
Iowa
$427K
MMA
45
Miracle Mile Advisors
California
$414K +$83.3K +2,935 +24%
NAM
46
NorthCrest Asset Manangement
Minnesota
$360K
CAG
47
Compass Advisory Group
New York
$356K
S
48
SignatureFD
Georgia
$347K
CFP
49
Cypress Financial Planning
New Jersey
$337K -$85.8K -3,024 -20%
HA
50
Helium Advisors
Washington
$316K +$324K +11,414 New

IJUL Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q4 2024, worth a combined $93.6M — down 8.2% from $102M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IJUL positions and 10 closed out — a net gain of 3 holders — while 14 added to existing stakes and 37 trimmed.

The largest buyer was MML Investors Services, adding an estimated $1.64M. The largest seller was Osaic Holdings, cutting an estimated $1.4M.

  • 87 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $93.6M of Innovator International Developed Power Buffer ETF July stock for Q4 2024, down 8.2% quarter-over-quarter.
  • 13 funds opened new Innovator International Developed Power Buffer ETF July positions in Q4 2024 and 10 closed out, a net change of +3 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q4 2024 was MML Investors Services, an estimated $1.64M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q4 2024 was Osaic Holdings, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2024.