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Innovator International Developed Power Buffer ETF July

55 hedge funds and large institutions have $112M invested in Innovator International Developed Power Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 3

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

169% more capital invested

Capital invested by funds: $41.6M → $112M (+$70.1M)

57% more funds holding

Funds holding: 3555 (+20)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9.43% more ownership

Funds ownership: 64.15%73.58% (+9.4%)

Holders
55
Holders Change
+20
Holders Change %
+57.14%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
19
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTS
1
Round Table Services
New Jersey
$28.4M +$30.3M +1,332,779 New
HighTower Advisors
2
HighTower Advisors
Illinois
$12.3M +$11.3M +497,504 +625%
GI
3
Gradient Investments
Minnesota
$11.6M +$12.4M +543,661 New
PCS
4
Personal CFO Solutions
New Jersey
$8.29M -$132K -5,812 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.92M +$1.49M +65,274 +25%
LF
6
Lantz Financial
Illinois
$6M +$23.2K +1,018 +0.4%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.3M +$512K +22,490 +10%
GSIS
8
Global Strategic Investment Solutions
Arizona
$4.44M +$4.75M +208,761 New
BFG
9
Berger Financial Group
Minnesota
$2.62M +$2.8M +122,960 New
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$2.53M +$166K +7,315 +7%
CA
11
Corrado Advisors
New Jersey
$2.45M +$1.08M +47,458 +70%
OMC
12
Old Mission Capital
Illinois
$1.98M +$2.11M +92,908 New
BFA
13
Beacon Financial Advisory
Ohio
$1.83M +$3.89K +171 +0.2%
IFG
14
Independent Financial Group
California
$1.59M +$1.7M +74,785 New
Jane Street
15
Jane Street
New York
$1.38M +$1.48M +65,049 New
W
16
WorthPointe
California
$1.11M +$1.18M +52,016 New
SWA
17
Stratos Wealth Advisors
Ohio
$1.01M -$157K -6,907 -13%
FCFC
18
First Commonwealth Financial Corp
Pennsylvania
$964K +$1.03M +45,303 New
WIM
19
WealthPlan Investment Management
Nebraska
$957K +$913K +40,148 New
AAS
20
Avantax Advisory Services
Texas
$788K +$483K +21,241 +134%
CA
21
Cetera Advisors
Colorado
$741K +$201K +8,842 +34%
TFS
22
TrustCore Financial Services
Tennessee
$712K +$761K +33,448 New
BWM
23
BCS Wealth Management
Tennessee
$653K +$698K +30,678 New
IFS
24
Ifrah Financial Services
Arkansas
$563K +$602K +26,464 New
AGA
25
Accuvest Global Advisors
Utah
$500K +$535K +23,510 New

IJUL Hedge Fund Activity: Q3 2022 in Review

55 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q3 2022, worth a combined $112M — up 169% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IJUL positions and 5 closed out — a net gain of 20 holders — while 19 added to existing stakes and 3 trimmed.

The largest buyer was Round Table Services, opening a new position worth an estimated $30.3M. The largest seller was Caprock Group, exiting entirely with an estimated $471K sold.

  • 55 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q3 2022, up from 35 in Q2 2022.
  • Funds reported $112M of Innovator International Developed Power Buffer ETF July stock for Q3 2022, up 169% quarter-over-quarter.
  • 25 funds opened new Innovator International Developed Power Buffer ETF July positions in Q3 2022 and 5 closed out, a net change of +20 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q3 2022 was Round Table Services, an estimated $30.3M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q3 2022 was Caprock Group, an estimated $471K sold.

Based on aggregated 13F filings for Q3 2022.