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Innovator International Developed Power Buffer ETF July

20 hedge funds and large institutions have $28.1M invested in Innovator International Developed Power Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $18.7M → $28.1M (+$9.39M)

17.08% more ownership

Funds ownership: 46.7%63.78% (+17%)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

13% less funds holding

Funds holding: 2320 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$8.72M +$8.72M +357,761 New
HighTower Advisors
2
HighTower Advisors
Illinois
$7.73M -$476K -19,523 -6%
TWM
3
Tradition Wealth Management
Minnesota
$3.01M +$2.81M +115,311 +5,185%
BFA
4
Beacon Financial Advisory
Ohio
$2.19M +$14K +576 +0.6%
CA
5
Corrado Advisors
New Jersey
$1.58M +$998K +40,942 +171%
BWM
6
BCS Wealth Management
Tennessee
$641K +$642K +26,319 New
Osaic Holdings
7
Osaic Holdings
Arizona
$596K -$558K -22,870 -48%
OMC
8
Old Mission Capital
Illinois
$559K +$31.7K +1,298 +6%
AIA
9
Alera Investment Advisors
Illinois
$506K +$22.1K +908 +5%
S
10
SignatureFD
Georgia
$438K +$439K +17,984 New
FEG
11
Financial Enhancement Group
Indiana
$416K -$17.5K -719 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$363K -$18.2K -745 -5%
LJAC
13
L.J. Altfest & Co
New York
$345K -$41.7K -1,708 -11%
SWA
14
Stratos Wealth Advisors
Ohio
$270K +$15K +616 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$264K +$3.41K +140 +1%
DFA
16
DHJJ Financial Advisors
Illinois
$226K -$610 -25 -0.3%
B
17
Bailard
California
$208K
HIA
18
Harbor Investment Advisory
Maryland
$27K
CAL
19
Capital Analysts LLC
Pennsylvania
$20K +$19.9K +815 New
NFG
20
Next Financial Group
Texas
$13K
Mariner
21
Mariner
Kansas
-$1.39M -57,067 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$1.03M -42,380 Closed
SIA
23
Soltis Investment Advisors
Utah
-$369K -15,179 Closed
VBFP
24
Valtinson Bruner Financial Planning
Minnesota
-$305K -12,525 Closed
KWM
25
Kingsview Wealth Management
Oregon
-$220K -9,027 Closed

IJUL Hedge Fund Activity: Q2 2021 in Review

20 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q2 2021, worth a combined $28.1M — up 50% from $18.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IJUL and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $8.72M. The largest seller was Mariner, exiting entirely with an estimated $1.39M sold.

  • 20 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q2 2021, down from 23 in Q1 2021.
  • Funds reported $28.1M of Innovator International Developed Power Buffer ETF July stock for Q2 2021, up 50% quarter-over-quarter.
  • 4 funds opened new Innovator International Developed Power Buffer ETF July positions in Q2 2021 and 7 closed out, a net change of -3 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q2 2021 was Personal CFO Solutions, an estimated $8.72M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q2 2021 was Mariner, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2021.