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Innovator International Developed Power Buffer ETF July

61 hedge funds and large institutions have $62.1M invested in Innovator International Developed Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $60.2M → $62.1M (+$1.95M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 6461 (-3)

5.31% less ownership

Funds ownership: 59.3%53.99% (-5.3%)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

Holders
61
Holders Change
-3
Holders Change %
-4.69%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
14
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
1
Lantz Financial
Illinois
$6.85M -$25.6K -988 -0.4%
GSIS
2
Global Strategic Investment Solutions
Arizona
$6.03M +$565K +21,825 +10%
BFG
3
Berger Financial Group
Minnesota
$4.54M
Osaic Holdings
4
Osaic Holdings
Arizona
$3.8M +$271K +10,477 +8%
CA
5
Corrado Advisors
New Jersey
$3.43M +$505K +19,498 +18%
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$3.18M +$138K +5,348 +5%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.06M -$153K -5,925 -5%
William Blair & Company
8
William Blair & Company
Illinois
$2.96M +$609K +23,512 +26%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.87M -$4.6M -177,724 -62%
BFA
10
Beacon Financial Advisory
Ohio
$2.2M -$34.9K -1,347 -2%
IFG
11
Independent Financial Group
California
$1.94M -$20.9K -809 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.87M +$183K +7,080 +11%
AAS
13
Avantax Advisory Services
Texas
$1.52M +$341K +13,177 +29%
W
14
WorthPointe
California
$1.46M +$91.7K +3,542 +7%
Cerity Partners
15
Cerity Partners
New York
$1.32M -$431K -16,637 -25%
MMA
16
Miracle Mile Advisors
California
$992K
LPL Financial
17
LPL Financial
California
$841K +$15.1K +585 +2%
SAG
18
SageView Advisory Group
California
$822K +$430K +16,619 +113%
IFS
19
Ifrah Financial Services
Arkansas
$722K -$181 -7 -0%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$619K -$256K -9,886 -30%
AGA
21
Accuvest Global Advisors
Utah
$618K
AIA
22
Alera Investment Advisors
Illinois
$602K +$45.2K +1,745 +8%
LNC
23
Lincoln National Corp
Pennsylvania
$594K -$29.5K -1,140 -5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$529K -$2.15K -83 -0.4%
NFG
25
Nations Financial Group
Iowa
$519K

IJUL Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q2 2023, worth a combined $62.1M — up 3.2% from $60.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of IJUL and 6 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was William Blair & Company, adding an estimated $609K. The largest seller was Commonwealth Equity Services, cutting an estimated $4.6M.

  • 61 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q2 2023, down from 64 in Q1 2023.
  • Funds reported $62.1M of Innovator International Developed Power Buffer ETF July stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 6 funds opened new Innovator International Developed Power Buffer ETF July positions in Q2 2023 and 8 closed out, a net change of -2 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q2 2023 was William Blair & Company, an estimated $609K added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q2 2023 was Commonwealth Equity Services, an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2023.