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Innovator International Developed Power Buffer ETF July

60 hedge funds and large institutions have $120M invested in Innovator International Developed Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

9% more funds holding

Funds holding: 5560 (+5)

8% more capital invested

Capital invested by funds: $112M → $120M (+$8.47M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

14.6% less ownership

Funds ownership: 73.58%58.97% (-15%)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
14
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$31.9M +$30.7M +1,338,687 New
HighTower Advisors
2
HighTower Advisors
Illinois
$14.9M +$1.07M +46,654 +8%
PCS
3
Personal CFO Solutions
New Jersey
$9.18M -$112K -4,890 -1%
GI
4
Gradient Investments
Minnesota
$7.76M -$5M -218,297 -40%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.17M -$557K -24,312 -7%
LF
6
Lantz Financial
Illinois
$6.27M -$434K -18,972 -7%
GSIS
7
Global Strategic Investment Solutions
Arizona
$4.96M -$17.6K -767 -0.4%
BFG
8
Berger Financial Group
Minnesota
$4.03M +$1.06M +46,258 +38%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.66M -$2.18M -95,334 -38%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$2.8M -$29.4K -1,283 -1%
CA
11
Corrado Advisors
New Jersey
$2.66M -$76.9K -3,358 -3%
ST
12
Sageworth Trust
Pennsylvania
$2.14M +$2.05M +89,608 New
BFA
13
Beacon Financial Advisory
Ohio
$2.05M
IFG
14
Independent Financial Group
California
$1.78M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.24M +$833K +36,393 +232%
W
16
WorthPointe
California
$1.24M
AAS
17
Avantax Advisory Services
Texas
$1.14M +$250K +10,938 +30%
AGA
18
Accuvest Global Advisors
Utah
$1.12M +$538K +23,510 +100%
CA
19
Cetera Advisors
Colorado
$1.07M +$234K +10,229 +29%
FCFC
20
First Commonwealth Financial Corp
Pennsylvania
$812K -$258K -11,260 -25%
TFS
21
TrustCore Financial Services
Tennessee
$797K
LPL Financial
22
LPL Financial
California
$731K +$702K +30,665 New
BWM
23
BCS Wealth Management
Tennessee
$731K
SWA
24
Stratos Wealth Advisors
Ohio
$674K -$434K -18,970 -40%
IFS
25
Ifrah Financial Services
Arkansas
$615K -$15.2K -662 -3%

IJUL Hedge Fund Activity: Q4 2022 in Review

60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q4 2022, worth a combined $120M — up 7.6% from $112M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IJUL positions and 8 closed out — a net gain of 7 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $30.7M. The largest seller was Gradient Investments, cutting an estimated $5M.

  • 60 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q4 2022, up from 55 in Q3 2022.
  • Funds reported $120M of Innovator International Developed Power Buffer ETF July stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 15 funds opened new Innovator International Developed Power Buffer ETF July positions in Q4 2022 and 8 closed out, a net change of +7 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q4 2022 was Cerity Partners, an estimated $30.7M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q4 2022 was Gradient Investments, an estimated $5M sold.

Based on aggregated 13F filings for Q4 2022.