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Innovator International Developed Power Buffer ETF July

82 hedge funds and large institutions have $89.1M invested in Innovator International Developed Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 7982 (+3)

4.31% less ownership

Funds ownership: 68.32%64.01% (-4.3%)

23% less capital invested

Capital invested by funds: $116M → $89.1M (-$26.6M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

60% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 35

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
14
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$7.82M +$2.91M +103,312 +59%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.75M -$111K -3,941 -1%
LF
3
Lantz Financial
Illinois
$7.53M -$110K -3,897 -1%
BFG
4
Berger Financial Group
Minnesota
$6.53M -$566K -20,128 -8%
William Blair & Company
5
William Blair & Company
Illinois
$5.76M -$164K -5,825 -3%
GSIS
6
Global Strategic Investment Solutions
Arizona
$5.05M -$105K -3,738 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.04M -$136K -4,849 -3%
CA
8
Corrado Advisors
New Jersey
$3.5M +$83.8K +2,979 +2%
HWM
9
HFG Wealth Management
Texas
$3.18M -$6.65M -236,566 -68%
SWA
10
Stratos Wealth Advisors
Ohio
$2.28M +$116K +4,115 +5%
IFG
11
Independent Financial Group
California
$2.18M +$6.33K +225 +0.3%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$2.08M -$676K -24,034 -25%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.75M -$45K -1,599 -3%
CWS
14
Cypress Wealth Services
California
$1.61M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.5M +$569K +20,233 +61%
SB
16
Strategic Blueprint
Georgia
$1.38M -$9.71K -345 -0.7%
W
17
WorthPointe
California
$1.34M +$54.5K +1,936 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.29M +$16.2K +577 +1%
DI
19
Diligent Investors
California
$1.26M
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$888K
LIWM
21
Long Island Wealth Management
New York
$866K -$212K -7,548 -20%
AAS
22
Avantax Advisory Services
Texas
$798K
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$770K
KAS
24
Kestra Advisory Services
Texas
$744K +$213K +7,584 +40%
BWM
25
BCS Wealth Management
Tennessee
$730K -$5.99K -213 -0.8%

IJUL Hedge Fund Activity: Q2 2024 in Review

82 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q2 2024, worth a combined $89.1M — down 23% from $116M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IJUL positions and 7 closed out — a net gain of 4 holders — while 14 added to existing stakes and 35 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.91M. The largest seller was HFG Wealth Management, cutting an estimated $6.65M.

  • 82 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q2 2024, up from 79 in Q1 2024.
  • Funds reported $89.1M of Innovator International Developed Power Buffer ETF July stock for Q2 2024, down 23% quarter-over-quarter.
  • 11 funds opened new Innovator International Developed Power Buffer ETF July positions in Q2 2024 and 7 closed out, a net change of +4 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q2 2024 was Osaic Holdings, an estimated $2.91M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q2 2024 was HFG Wealth Management, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2024.