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Innovator International Developed Power Buffer ETF July

84 hedge funds and large institutions have $145M invested in Innovator International Developed Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

12% more funds holding

Funds holding: 7584 (+9)

6% more capital invested

Capital invested by funds: $136M → $145M (+$8.62M)

2.46% more ownership

Funds ownership: 63.53%65.99% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
12
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$22M +$5.9M +228,041 +39%
HWM
2
HFG Wealth Management
Texas
$8.31M +$7.93M +306,370 New
HighTower Advisors
3
HighTower Advisors
Illinois
$8.06M -$151K -5,833 -2%
AF
4
Allworth Financial
California
$7.84M -$101K -3,912 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.81M -$98.9K -3,823 -1%
LF
6
Lantz Financial
Illinois
$7.45M -$19.9K -770 -0.3%
BFG
7
Berger Financial Group
Minnesota
$6.89M -$23.6K -913 -0.4%
LNC
8
Lincoln National Corp
Pennsylvania
$6.77M +$557K +21,533 +9%
William Blair & Company
9
William Blair & Company
Illinois
$6.01M -$134K -5,174 -2%
SIA
10
Spectrum Investment Advisors
Wisconsin
$5.8M +$5.53M +213,715 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.11M +$592K +22,857 +14%
GSIS
12
Global Strategic Investment Solutions
Arizona
$4.92M -$17.2M -666,252 -79%
CA
13
Corrado Advisors
New Jersey
$3.4M -$106K -4,084 -3%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$2.99M -$283K -10,921 -9%
BFA
15
Beacon Financial Advisory
Ohio
$2.22M -$188K -7,247 -8%
IFG
16
Independent Financial Group
California
$2.1M -$5.69K -220 -0.3%
SAG
17
SageView Advisory Group
California
$2.1M
RA
18
RFG Advisory
Alabama
$1.96M -$28.7K -1,110 -2%
CWS
19
Cypress Wealth Services
California
$1.55M
W
20
WorthPointe
California
$1.54M
CAN
21
Cetera Advisor Networks
California
$1.51M +$251K +9,691 +21%
SB
22
Strategic Blueprint
Georgia
$1.36M -$55.1K -2,128 -4%
LIWM
23
Long Island Wealth Management
New York
$1.25M +$1.19M +46,066 New
PCS
24
Private Client Services
Kentucky
$1.25M +$1.19M +45,967 New
DI
25
Diligent Investors
California
$1.21M

IJUL Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q4 2023, worth a combined $145M — up 6.3% from $136M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IJUL positions and 8 closed out — a net gain of 10 holders — while 12 added to existing stakes and 28 trimmed.

The largest buyer was Gradient Investments, adding an estimated $5.9M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $17.2M.

  • 84 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q4 2023, up from 75 in Q3 2023.
  • Funds reported $145M of Innovator International Developed Power Buffer ETF July stock for Q4 2023, up 6.3% quarter-over-quarter.
  • 18 funds opened new Innovator International Developed Power Buffer ETF July positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q4 2023 was Gradient Investments, an estimated $5.9M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q4 2023 was Global Strategic Investment Solutions, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2023.