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Innovator International Developed Power Buffer ETF July

28 hedge funds and large institutions have $40.9M invested in Innovator International Developed Power Buffer ETF July in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

27% more funds holding

Funds holding: 2228 (+6)

7% more capital invested

Capital invested by funds: $38.3M → $40.9M (+$2.61M)

2.3% more ownership

Funds ownership: 54.83%57.13% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
4
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$12.7M +$12.5M +532,171 New
LJAC
2
L.J. Altfest & Co
New York
$7.72M +$288K +12,276 +4%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$7.54M -$75.5K -3,216 -1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.05M +$3M +127,831 New
Citadel Advisors
5
Citadel Advisors
Florida
$1.83M +$542K +23,067 +43%
Mariner
6
Mariner
Kansas
$1.38M -$73.6K -3,134 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.12M -$52K -2,215 -5%
CA
8
Corrado Advisors
New Jersey
$747K -$69.1K -2,943 -9%
FEG
9
Financial Enhancement Group
Indiana
$577K -$117K -4,972 -17%
OMC
10
Old Mission Capital
Illinois
$572K -$553K -23,526 -49%
SS
11
Sunbelt Securities
Texas
$533K -$55.2K -2,352 -10%
AIA
12
Alera Investment Advisors
Illinois
$473K -$162K -6,891 -26%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$421K +$18.3K +779 +5%
SIA
14
Soltis Investment Advisors
Utah
$362K -$24.6K -1,049 -6%
WCG
15
Weaver Consulting Group
California
$331K -$61.3K -2,609 -16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$255K -$10.4K -441 -4%
SWA
17
Stratos Wealth Advisors
Ohio
$247K +$243K +10,348 New
DFA
18
DHJJ Financial Advisors
Illinois
$222K +$218K +9,293 New
KWM
19
Kingsview Wealth Management
Oregon
$215K +$212K +9,027 New
BFA
20
Beacon Financial Advisory
Ohio
$214K +$211K +8,987 New
B
21
Bailard
California
$203K +$200K +8,525 New
UBS Group
22
UBS Group
Switzerland
$60K +$59K +2,511 New
TWM
23
Tradition Wealth Management
Minnesota
$54K +$53K +2,258 New
KCM
24
Kathmere Capital Management
Pennsylvania
$45K +$44.3K +1,887 New
WCAMG
25
Woodard & Company Asset Management Group
North Carolina
$36K

IJUL Hedge Fund Activity: Q4 2020 in Review

28 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q4 2020, worth a combined $40.9M — up 6.8% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IJUL positions and 3 closed out — a net gain of 7 holders — while 4 added to existing stakes and 11 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $12.5M. The largest seller was Old Mission Capital, cutting an estimated $553K.

  • 28 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q4 2020, up from 22 in Q3 2020.
  • Funds reported $40.9M of Innovator International Developed Power Buffer ETF July stock for Q4 2020, up 6.8% quarter-over-quarter.
  • 10 funds opened new Innovator International Developed Power Buffer ETF July positions in Q4 2020 and 3 closed out, a net change of +7 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q4 2020 was HighTower Advisors, an estimated $12.5M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q4 2020 was Old Mission Capital, an estimated $553K sold.

Based on aggregated 13F filings for Q4 2020.