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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
JP Morgan Chase
76
JP Morgan Chase
New York
$78K
CA
77
CoreCap Advisors
Michigan
$33.5K -$24.6K -858 -43%
HIA
78
Harbor Investment Advisory
Maryland
$32.6K
FNWA
79
Financial Network Wealth Advisors
Utah
$26.1K
CFD
80
Creative Financial Designs
Indiana
$22.6K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$21K +$20.1K +700 New
PW
82
Paladin Wealth
Minnesota
$9.12K +$8.89K +310 New
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$3.53K
Kovitz Investment Group Partners
84
Kovitz Investment Group Partners
Illinois
$306 +$298K +10,407 New
AIC
85
Archer Investment Corporation
Indiana
$265
PWA
86
Pillar Wealth Advisors
Pennsylvania
-$467K -16,610 Closed
AIA
87
Alera Investment Advisors
Illinois
-$307K -10,904 Closed
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
-$281K -9,800 Closed
Citadel Advisors
89
Citadel Advisors
Florida
-$261K -9,285 Closed
GI
90
Gradient Investments
Minnesota
-$255K -9,063 Closed
ACM
91
Arlington Capital Management
Illinois
-$213K -7,567 Closed
TWP
92
Triad Wealth Partners
Kansas
-$131K -4,659 Closed
UBS Group
93
UBS Group
Switzerland
-$97.2K -3,458 Closed
Morgan Stanley
94
Morgan Stanley
New York
-$30.6K -1,089 Closed
Jones Financial Companies
95
Jones Financial Companies
Missouri
-$2.17K -77 Closed

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.