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Innovator International Developed Power Buffer ETF July

85 hedge funds and large institutions have $102M invested in Innovator International Developed Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $89.1M → $102M (+$12.8M)

4% more funds holding

Funds holding: 8285 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.76% less ownership

Funds ownership: 64.01%60.25% (-3.8%)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
30
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
1
Lantz Financial
Illinois
$8.4M +$509K +17,760 +7%
Osaic Holdings
2
Osaic Holdings
Arizona
$8.21M +$25.6K +893 +0.3%
HighTower Advisors
3
HighTower Advisors
Illinois
$7.95M -$129K -4,508 -2%
BFG
4
Berger Financial Group
Minnesota
$6.86M +$30.5K +1,065 +0.5%
William Blair & Company
5
William Blair & Company
Illinois
$6.09M +$59.9K +2,091 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.37M +$94.7K +3,305 +2%
GSIS
7
Global Strategic Investment Solutions
Arizona
$5.12M -$159K -5,556 -3%
CA
8
Corrado Advisors
New Jersey
$3.54M -$112K -3,895 -3%
HWM
9
HFG Wealth Management
Texas
$3.18M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.99M +$1.38M +48,177 +90%
BFC
11
Bedel Financial Consulting
Indiana
$2.45M +$2.01M +70,130 +534%
IFG
12
Independent Financial Group
California
$2.35M +$67.1K +2,341 +3%
SWA
13
Stratos Wealth Advisors
Ohio
$2.27M -$118K -4,123 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.24M +$405K +14,137 +23%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.04M +$1.25M +43,662 +170%
CWS
16
Cypress Wealth Services
California
$1.68M
SB
17
Strategic Blueprint
Georgia
$1.42M -$19.9K -693 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.39M +$35.8K +1,249 +3%
W
19
WorthPointe
California
$1.37M -$29.2K -1,019 -2%
DI
20
Diligent Investors
California
$1.32M
PS
21
Principal Securities
Iowa
$1.25M +$1.14M +39,811 +1,474%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$1.23M -$926K -32,321 -44%
SAG
23
SageView Advisory Group
California
$1.2M +$1.17M +40,975 New
WFS
24
WealthGarden F.S.
California
$1.06M +$784K +27,366 +316%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$204K +7,117 +26%

IJUL Hedge Fund Activity: Q3 2024 in Review

85 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q3 2024, worth a combined $102M — up 14% from $89.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IJUL positions and 10 closed out — a net gain of 3 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Bedel Financial Consulting, adding an estimated $2.01M. The largest seller was Forvis Mazars Wealth Advisors, cutting an estimated $926K.

  • 85 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q3 2024, up from 82 in Q2 2024.
  • Funds reported $102M of Innovator International Developed Power Buffer ETF July stock for Q3 2024, up 14% quarter-over-quarter.
  • 13 funds opened new Innovator International Developed Power Buffer ETF July positions in Q3 2024 and 10 closed out, a net change of +3 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q3 2024 was Bedel Financial Consulting, an estimated $2.01M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q3 2024 was Forvis Mazars Wealth Advisors, an estimated $926K sold.

Based on aggregated 13F filings for Q3 2024.