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Innovator International Developed Power Buffer ETF July

35 hedge funds and large institutions have $41.6M invested in Innovator International Developed Power Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

39% more capital invested

Capital invested by funds: $30M → $41.6M (+$11.6M)

11.26% more ownership

Funds ownership: 52.89%64.15% (+11%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

8% less funds holding

Funds holding: 3835 (-3)

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
11
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$8.99M +$132K +5,630 +1%
LF
2
Lantz Financial
Illinois
$6.38M +$5.43M +231,599 +470%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.91M +$5.66M +241,400 +1,295%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.16M +$3.6M +153,479 +210%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$2.54M +$2.62M +111,594 New
BFA
6
Beacon Financial Advisory
Ohio
$1.95M
HighTower Advisors
7
HighTower Advisors
Illinois
$1.81M -$157K -6,699 -8%
CA
8
Corrado Advisors
New Jersey
$1.53M -$34K -1,448 -2%
SWA
9
Stratos Wealth Advisors
Ohio
$1.23M +$60.3K +2,572 +5%
CA
10
Cetera Advisors
Colorado
$591K +$358K +15,249 +142%
AIA
11
Alera Investment Advisors
Illinois
$501K -$40.9K -1,743 -7%
CG
12
Caprock Group
Idaho
$471K +$23 +1 +0%
3AM
13
3EDGE Asset Management
Florida
$378K -$122K -5,189 -24%
PWA
14
Pillar Wealth Advisors
Pennsylvania
$376K +$388K +16,561 New
AAS
15
Avantax Advisory Services
Texas
$359K +$100K +4,280 +37%
NFG
16
Nations Financial Group
Iowa
$347K +$358K +15,250 New
FEG
17
Financial Enhancement Group
Indiana
$319K +$14.2K +604 +5%
DI
18
Diligent Investors
California
$291K
DFA
19
DHJJ Financial Advisors
Illinois
$287K -$516 -22 -0.2%
S
20
SignatureFD
Georgia
$285K
CWS
21
Cypress Wealth Services
California
$249K +$15.4K +657 +6%
KAS
22
Kestra Advisory Services
Texas
$243K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$236K +$244K +10,400 New
CA
24
CoreCap Advisors
Michigan
$232K +$39.4K +1,679 +20%
AC
25
Applied Capital
Arkansas
$231K +$238K +10,146 New

IJUL Hedge Fund Activity: Q2 2022 in Review

35 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q2 2022, worth a combined $41.6M — up 39% from $30M a quarter earlier.

Fund positioning in IJUL was balanced in Q2 2022: 8 funds opened new positions, 8 closed out, 11 added to existing stakes and 6 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.66M. The largest seller was BCS Wealth Management, exiting entirely with an estimated $674K sold.

  • 35 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q2 2022, down from 38 in Q1 2022.
  • Funds reported $41.6M of Innovator International Developed Power Buffer ETF July stock for Q2 2022, up 39% quarter-over-quarter.
  • 8 funds opened new Innovator International Developed Power Buffer ETF July positions in Q2 2022 and 8 closed out, a net change of 0 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q2 2022 was Commonwealth Equity Services, an estimated $5.66M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q2 2022 was BCS Wealth Management, an estimated $674K sold.

Based on aggregated 13F filings for Q2 2022.