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Innovator International Developed Power Buffer ETF July

79 hedge funds and large institutions have $116M invested in Innovator International Developed Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2.33% more ownership

Funds ownership: 65.99%68.32% (+2.3%)

6% less funds holding

Funds holding: 8479 (-5)

20% less capital invested

Capital invested by funds: $145M → $116M (-$29.3M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

64% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 39

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
7
Increased
14
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1
HFG Wealth Management
Texas
$9.86M +$1.18M +43,311 +14%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.88M -$485K -17,751 -6%
LF
3
Lantz Financial
Illinois
$7.67M -$77.8K -2,847 -1%
BFG
4
Berger Financial Group
Minnesota
$7.12M -$47K -1,720 -0.7%
SIA
5
Spectrum Investment Advisors
Wisconsin
$6.11M +$75.2K +2,750 +1%
William Blair & Company
6
William Blair & Company
Illinois
$5.94M -$300K -10,973 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.19M -$114K -4,182 -2%
GSIS
8
Global Strategic Investment Solutions
Arizona
$5.17M +$54.6K +1,996 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.93M -$3.09M -113,170 -39%
GI
10
Gradient Investments
Minnesota
$4.89M -$17.4M -636,444 -79%
AGA
11
Accuvest Global Advisors
Utah
$4.21M +$4.08M +149,212 New
CA
12
Corrado Advisors
New Jersey
$3.42M -$111K -4,049 -3%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$2.77M -$330K -12,078 -11%
LNC
14
Lincoln National Corp
Pennsylvania
$2.55M -$4.35M -159,030 -64%
IFG
15
Independent Financial Group
California
$2.18M -$8.2K -300 -0.4%
SWA
16
Stratos Wealth Advisors
Ohio
$2.17M +$961K +35,171 +84%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.8M +$1.48M +54,144 +563%
CWS
18
Cypress Wealth Services
California
$1.62M
CAN
19
Cetera Advisor Networks
California
$1.51M -$63.2K -2,314 -4%
OMC
20
Old Mission Capital
Illinois
$1.45M +$1.4M +51,230 New
SB
21
Strategic Blueprint
Georgia
$1.39M -$18.2K -667 -1%
W
22
WorthPointe
California
$1.29M -$300K -10,965 -19%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.28M +$133K +4,853 +12%
DI
24
Diligent Investors
California
$1.26M
LPL Financial
25
LPL Financial
California
$1.21M +$52.3K +1,915 +5%

IJUL Hedge Fund Activity: Q1 2024 in Review

79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q1 2024, worth a combined $116M — down 20% from $145M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IJUL and 7 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 14 added.

The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $4.08M. The largest seller was Gradient Investments, cutting an estimated $17.4M.

  • 79 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q1 2024, down from 84 in Q4 2023.
  • Funds reported $116M of Innovator International Developed Power Buffer ETF July stock for Q1 2024, down 20% quarter-over-quarter.
  • 7 funds opened new Innovator International Developed Power Buffer ETF July positions in Q1 2024 and 12 closed out, a net change of -5 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q1 2024 was Accuvest Global Advisors, an estimated $4.08M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q1 2024 was Gradient Investments, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2024.