Innovator International Developed Power Buffer ETF July
IJUL
23 hedge funds and large institutions have $18.7M invested in Innovator International Developed Power Buffer ETF July in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 6 closing their positions.
10.43% less ownership
Funds ownership: 57.13% → 46.7% (-10%)
18% less funds holding
Funds holding: 28 → 23 (-5)
54% less capital invested
Capital invested by funds: $40.9M → $18.7M (-$22.2M)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
+$1.93M |
| 2 |
Morgan Stanley
New York
|
+$37.1K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.73K |
| 4 |
HIA
Harbor Investment Advisory
Lutherville,
Maryland
|
+$6.85K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$2.73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$7.43M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$7.26M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$4.71M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.06M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.83M |
IJUL Hedge Fund Activity: Q1 2021 in Review
23 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q1 2021, worth a combined $18.7M — down 54% from $40.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of IJUL and 1 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 5 added.
The largest buyer was Beacon Financial Advisory, adding an estimated $1.93M. The largest seller was L.J. Altfest & Co, cutting an estimated $7.43M.
- 23 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q1 2021, down from 28 in Q4 2020.
- Funds reported $18.7M of Innovator International Developed Power Buffer ETF July stock for Q1 2021, down 54% quarter-over-quarter.
- 1 fund opened new Innovator International Developed Power Buffer ETF July positions in Q1 2021 and 6 closed out, a net change of -5 holders.
- The largest Innovator International Developed Power Buffer ETF July buyer in Q1 2021 was Beacon Financial Advisory, an estimated $1.93M added.
- The largest Innovator International Developed Power Buffer ETF July seller in Q1 2021 was L.J. Altfest & Co, an estimated $7.43M sold.
Based on aggregated 13F filings for Q1 2021.