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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
SRA
51
Secured Retirement Advisors
Minnesota
$393K +$375K +14,483 New
BCM
52
Brookstone Capital Management
Illinois
$365K -$342K -13,226 -50%
NAM
53
NorthCrest Asset Manangement
Minnesota
$352K – – –
PCS
54
Personal CFO Solutions
New Jersey
$351K – – –
S
55
SignatureFD
Georgia
$340K – – –
GCP
56
Gill Capital Partners
Colorado
$291K -$22.9K -885 -8%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$261K -$113K -4,384 -31%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$251K – – –
SWP
59
Summit Wealth Partners
Florida
$246K – – –
Citadel Advisors
60
Citadel Advisors
Florida
$240K +$229K +8,842 New
CPIG
61
Chicago Partners Investment Group
Illinois
$233K +$224K +8,671 New
B
62
Bailard
California
$231K – – –
PIAS
63
PCA Investment Advisory Services
Ohio
$230K +$11K +426 +5%
NA
64
NewEdge Advisors
Louisiana
$224K +$217K +8,401 New
FFA
65
Fragasso Financial Advisors
Pennsylvania
$219K – – –
FCFC
66
First Commonwealth Financial Corp
Pennsylvania
$214K – – –
ACM
67
Arlington Capital Management
Illinois
$214K +$204K +7,894 New
KWM
68
Kingsview Wealth Management
Oregon
$213K +$203K +7,853 New
TF
69
Trek Financial
Arizona
$204K +$194K +7,509 New
HI
70
Harbour Investments
Wisconsin
$157K – – –
GTAM
71
Global Trust Asset Management
Florida
$136K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$108K – – –
ASN
73
Advisory Services Network
Georgia
$108K +$104K +4,000 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$108K – – –
SS
75
Sunbelt Securities
Texas
$104K – – –
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.