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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
TWM
51
Tradition Wealth Management
Minnesota
$335K -$85K -2,967 -21%
W
52
WPWealth
Texas
$331K
GCP
53
Gill Capital Partners
Colorado
$316K
KWM
54
Kingsview Wealth Management
Oregon
$298K +$16.2K +565 +6%
OMC
55
Old Mission Capital
Illinois
$283K +$275K +9,607 New
USCWA
56
U.S. Capital Wealth Advisors
Texas
$261K
B
57
Bailard
California
$251K
FCFC
58
First Commonwealth Financial Corp
Pennsylvania
$250K +$17.1K +597 +8%
CPIG
59
Chicago Partners Investment Group
Illinois
$239K
FFA
60
Fragasso Financial Advisors
Pennsylvania
$237K
SIA
61
Spectrum Investment Advisors
Wisconsin
$228K -$174K -6,060 -44%
NA
62
NewEdge Advisors
Louisiana
$225K
PIAS
63
PCA Investment Advisory Services
Ohio
$221K
PA
64
PFG Advisors
Arizona
$214K +$208K +7,271 New
HI
65
Harbour Investments
Wisconsin
$205K +$36.3K +1,265 +22%
AWS
66
Atria Wealth Solutions
New York
$204K +$199K +6,937 New
APW
67
Atlantic Private Wealth
North Carolina
$190K +$185K +6,469 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$146K +$28.7K +1,002 +25%
CFGS
69
Concourse Financial Group Securities
Alabama
$118K
AF
70
Advisornet Financial
Minnesota
$110K +$63.1K +2,200 +141%
GTAM
71
Global Trust Asset Management
Florida
$109K -$57.3K -2,000 -35%
SPIA
72
Steward Partners Investment Advisory
New York
$95.1K -$7.6K -265 -8%
NB
73
NBT Bank
New York
$90.6K +$88.3K +3,080 New
SS
74
Sunbelt Securities
Texas
$88.8K
CIAS
75
Capital Investment Advisory Services
North Carolina
$88.2K +$50.9K +1,776 +145%

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.