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Innovator International Developed Power Buffer ETF July

75 hedge funds and large institutions have $136M invested in Innovator International Developed Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 7

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

120% more capital invested

Capital invested by funds: $62.1M → $136M (+$74.2M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 6175 (+14)

9.54% more ownership

Funds ownership: 53.99%63.53% (+9.5%)

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
34
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
1
Global Strategic Investment Solutions
Arizona
$21.6M +$16.1M +617,918 +269%
GI
2
Gradient Investments
Minnesota
$14.8M +$15.1M +581,749 New
HighTower Advisors
3
HighTower Advisors
Illinois
$7.71M +$4.86M +186,579 +160%
AF
4
Allworth Financial
California
$7.46M +$7.62M +293,001 New
Osaic Holdings
5
Osaic Holdings
Arizona
$7.43M +$3.81M +146,504 +101%
LF
6
Lantz Financial
Illinois
$7.01M +$375K +14,420 +6%
BFG
7
Berger Financial Group
Minnesota
$6.49M +$2.13M +81,925 +47%
LNC
8
Lincoln National Corp
Pennsylvania
$5.81M +$5.35M +205,444 +909%
William Blair & Company
9
William Blair & Company
Illinois
$5.78M +$2.97M +114,161 +101%
CAG
10
Compass Advisory Group
New York
$4.22M +$4.31M +165,673 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.21M +$1.47M +56,395 +52%
CA
12
Corrado Advisors
New Jersey
$3.3M -$25.5K -981 -0.8%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$3.08M +$1.43K +55 +0%
BFA
14
Beacon Financial Advisory
Ohio
$2.26M +$135K +5,204 +6%
IFG
15
Independent Financial Group
California
$1.98M +$98.9K +3,800 +5%
SAG
16
SageView Advisory Group
California
$1.97M +$1.2M +46,196 +148%
RA
17
RFG Advisory
Alabama
$1.87M +$1.91M +73,472 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.83M +$19.6K +753 +1%
AGA
19
Accuvest Global Advisors
Utah
$1.64M +$1.07M +41,000 +174%
AAS
20
Avantax Advisory Services
Texas
$1.53M +$58.1K +2,234 +4%
CWS
21
Cypress Wealth Services
California
$1.46M +$1.18M +45,232 +376%
W
22
WorthPointe
California
$1.45M +$32.3K +1,242 +2%
SB
23
Strategic Blueprint
Georgia
$1.33M +$990K +38,058 +270%
CAN
24
Cetera Advisor Networks
California
$1.17M +$855K +32,837 +249%
DI
25
Diligent Investors
California
$1.14M +$743K +28,553 +176%

IJUL Hedge Fund Activity: Q3 2023 in Review

75 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q3 2023, worth a combined $136M — up 120% from $62.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IJUL positions and 6 closed out — a net gain of 14 holders — while 34 added to existing stakes and 7 trimmed.

The largest buyer was Global Strategic Investment Solutions, adding an estimated $16.1M. The largest seller was Jane Street, exiting entirely with an estimated $412K sold.

  • 75 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q3 2023, up from 61 in Q2 2023.
  • Funds reported $136M of Innovator International Developed Power Buffer ETF July stock for Q3 2023, up 120% quarter-over-quarter.
  • 20 funds opened new Innovator International Developed Power Buffer ETF July positions in Q3 2023 and 6 closed out, a net change of +14 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q3 2023 was Global Strategic Investment Solutions, an estimated $16.1M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q3 2023 was Jane Street, an estimated $412K sold.

Based on aggregated 13F filings for Q3 2023.