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Innovator International Developed Power Buffer ETF July

36 hedge funds and large institutions have $28.8M invested in Innovator International Developed Power Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

20% more funds holding

Funds holding: 3036 (+6)

10% more capital invested

Capital invested by funds: $26.1M → $28.8M (+$2.71M)

5.9% more ownership

Funds ownership: 46.76%52.66% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
11
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$9.3M +$340K +13,899 +4%
HighTower Advisors
2
HighTower Advisors
Illinois
$3.1M -$1.98M -80,802 -39%
BFA
3
Beacon Financial Advisory
Ohio
$2.1M
Osaic Holdings
4
Osaic Holdings
Arizona
$1.58M +$167K +6,811 +12%
CA
5
Corrado Advisors
New Jersey
$1.54M -$15.7K -643 -1%
DHGWA
6
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.45M +$1.44M +58,972 New
SWA
7
Stratos Wealth Advisors
Ohio
$1.36M +$213K +8,699 +19%
WP
8
WealthPLAN Partners
Nebraska
$973K +$986K +40,338 New
BWM
9
BCS Wealth Management
Tennessee
$714K +$2.08K +85 +0.3%
OMC
10
Old Mission Capital
Illinois
$602K +$25.9K +1,060 +5%
AIA
11
Alera Investment Advisors
Illinois
$568K +$40.8K +1,667 +8%
S
12
SignatureFD
Georgia
$536K -$37.1K -1,517 -6%
CG
13
Caprock Group
Idaho
$508K +$507K +20,738 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$393K +$59K +2,413 +18%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$356K +$355K +14,524 New
LNC
16
Lincoln National Corp
Pennsylvania
$353K +$20.5K +840 +6%
SPC
17
Sigma Planning Corp
Michigan
$334K
FEG
18
Financial Enhancement Group
Indiana
$332K -$47.7K -1,950 -13%
DI
19
Diligent Investors
California
$314K +$313K +12,790 New
DFA
20
DHJJ Financial Advisors
Illinois
$293K +$15.6K +638 +6%
Citadel Advisors
21
Citadel Advisors
Florida
$265K
KAS
22
Kestra Advisory Services
Texas
$262K +$45.3K +1,851 +21%
SCA
23
Southern Capital Advisors
Tennessee
$244K +$244K +9,959 New
CAN
24
Cetera Advisor Networks
California
$223K -$2.44K -100 -1%
TWM
25
Tradition Wealth Management
Minnesota
$217K +$8.68K +355 +4%

IJUL Hedge Fund Activity: Q4 2021 in Review

36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q4 2021, worth a combined $28.8M — up 10% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IJUL positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $986K. The largest seller was HighTower Advisors, cutting an estimated $1.98M.

  • 36 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q4 2021, up from 30 in Q3 2021.
  • Funds reported $28.8M of Innovator International Developed Power Buffer ETF July stock for Q4 2021, up 10% quarter-over-quarter.
  • 9 funds opened new Innovator International Developed Power Buffer ETF July positions in Q4 2021 and 3 closed out, a net change of +6 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q4 2021 was WealthPLAN Partners, an estimated $986K added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q4 2021 was HighTower Advisors, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2021.