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Innovator International Developed Power Buffer ETF July

38 hedge funds and large institutions have $30M invested in Innovator International Developed Power Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more funds holding

Funds holding: 3638 (+2)

4% more capital invested

Capital invested by funds: $28.8M → $30M (+$1.23M)

0.23% more ownership

Funds ownership: 52.66%52.89% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
10
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$9.31M +$258K +10,758 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$2.06M -$964K -40,209 -32%
BFA
3
Beacon Financial Advisory
Ohio
$2.04M
Osaic Holdings
4
Osaic Holdings
Arizona
$1.73M +$210K +8,765 +14%
CA
5
Corrado Advisors
New Jersey
$1.65M +$147K +6,143 +10%
DHGWA
6
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.39M -$20.1K -838 -1%
SWA
7
Stratos Wealth Advisors
Ohio
$1.23M -$98K -4,086 -7%
LF
8
Lantz Financial
Illinois
$1.18M +$1.18M +49,263 New
WP
9
WealthPLAN Partners
Nebraska
$948K +$1.44K +60 +0.1%
WIM
10
WealthPlan Investment Management
Nebraska
$948K +$969K +40,398 New
BWM
11
BCS Wealth Management
Tennessee
$674K -$21.7K -903 -3%
AIA
12
Alera Investment Advisors
Illinois
$567K +$14.4K +601 +3%
3AM
13
3EDGE Asset Management
Florida
$521K +$523K +21,813 New
CG
14
Caprock Group
Idaho
$495K -$24 -1 -0%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$445K +$62.4K +2,600 +16%
OMC
16
Old Mission Capital
Illinois
$393K -$194K -8,089 -33%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$382K +$34.9K +1,455 +10%
LNC
18
Lincoln National Corp
Pennsylvania
$344K
FEG
19
Financial Enhancement Group
Indiana
$320K -$3.24K -135 -1%
DI
20
Diligent Investors
California
$305K
DFA
21
DHJJ Financial Advisors
Illinois
$300K +$14.4K +600 +5%
S
22
SignatureFD
Georgia
$299K -$224K -9,341 -43%
AAS
23
Avantax Advisory Services
Texas
$274K +$276K +11,518 New
Citadel Advisors
24
Citadel Advisors
Florida
$258K
CA
25
Cetera Advisors
Colorado
$257K +$258K +10,746 New

IJUL Hedge Fund Activity: Q1 2022 in Review

38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q1 2022, worth a combined $30M — up 4.3% from $28.8M a quarter earlier.

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

The largest buyer was Lantz Financial, opening a new position worth an estimated $1.18M. The largest seller was HighTower Advisors, cutting an estimated $964K.

  • 38 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q1 2022, up from 36 in Q4 2021.
  • Funds reported $30M of Innovator International Developed Power Buffer ETF July stock for Q1 2022, up 4.3% quarter-over-quarter.
  • 7 funds opened new Innovator International Developed Power Buffer ETF July positions in Q1 2022 and 4 closed out, a net change of +3 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q1 2022 was Lantz Financial, an estimated $1.18M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q1 2022 was HighTower Advisors, an estimated $964K sold.

Based on aggregated 13F filings for Q1 2022.