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Innovator International Developed Power Buffer ETF July

64 hedge funds and large institutions have $60.2M invested in Innovator International Developed Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

7% more funds holding

Funds holding: 6064 (+4)

0.32% more ownership

Funds ownership: 58.97%59.3% (+0.32%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

50% less capital invested

Capital invested by funds: $120M → $60.2M (-$60M)

68% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 22

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
7
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
1
Lantz Financial
Illinois
$6.65M -$25.1K -1,008 -0.4%
GSIS
2
Global Strategic Investment Solutions
Arizona
$5.27M -$3.01K -121 -0.1%
BFG
3
Berger Financial Group
Minnesota
$4.39M +$94.1K +3,783 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.43M -$470K -18,880 -12%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.1M -$12.5M -501,380 -80%
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$2.94M -$48.4K -1,945 -2%
CA
7
Corrado Advisors
New Jersey
$2.82M -$16.9K -681 -0.6%
ST
8
Sageworth Trust
Pennsylvania
$2.27M
William Blair & Company
9
William Blair & Company
Illinois
$2.26M +$2.22M +89,183 New
BFA
10
Beacon Financial Advisory
Ohio
$2.16M -$18.2K -733 -0.9%
IFG
11
Independent Financial Group
California
$1.9M
Cerity Partners
12
Cerity Partners
New York
$1.7M -$31.6M -1,271,874 -95%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.63M +$297K +11,946 +23%
W
14
WorthPointe
California
$1.32M
AAS
15
Avantax Advisory Services
Texas
$1.14M -$80.8K -3,247 -7%
MMA
16
Miracle Mile Advisors
California
$958K +$939K +37,744 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$849K +$832K +33,466 New
FCFC
18
First Commonwealth Financial Corp
Pennsylvania
$842K -$21K -843 -2%
LPL Financial
19
LPL Financial
California
$797K +$18.9K +758 +2%
OMC
20
Old Mission Capital
Illinois
$783K +$767K +30,840 New
IFS
21
Ifrah Financial Services
Arkansas
$698K +$42.4K +1,704 +7%
BWM
22
BCS Wealth Management
Tennessee
$685K -$91.9K -3,693 -12%
ACM
23
Arlington Capital Management
Illinois
$650K +$324K +13,041 +104%
LNC
24
Lincoln National Corp
Pennsylvania
$603K -$1.27K -51 -0.2%
AGA
25
Accuvest Global Advisors
Utah
$597K -$585K -23,510 -50%

IJUL Hedge Fund Activity: Q1 2023 in Review

64 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q1 2023, worth a combined $60.2M — down 50% from $120M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IJUL positions and 9 closed out — a net gain of 6 holders — while 7 added to existing stakes and 22 trimmed.

The largest buyer was William Blair & Company, opening a new position worth an estimated $2.22M. The largest seller was Cerity Partners, cutting an estimated $31.6M.

  • 64 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q1 2023, up from 60 in Q4 2022.
  • Funds reported $60.2M of Innovator International Developed Power Buffer ETF July stock for Q1 2023, down 50% quarter-over-quarter.
  • 15 funds opened new Innovator International Developed Power Buffer ETF July positions in Q1 2023 and 9 closed out, a net change of +6 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q1 2023 was William Blair & Company, an estimated $2.22M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q1 2023 was Cerity Partners, an estimated $31.6M sold.

Based on aggregated 13F filings for Q1 2023.