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Innovator International Developed Power Buffer ETF July

87 hedge funds and large institutions have $93.6M invested in Innovator International Developed Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 8587 (+2)

1.03% more ownership

Funds ownership: 60.25%61.27% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less capital invested

Capital invested by funds: $102M → $93.6M (-$8.36M)

62% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 37

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
14
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
1
Lantz Financial
Illinois
$7.86M -$50.3K -1,774 -0.6%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.36M -$1.4M -49,349 -18%
BFG
3
Berger Financial Group
Minnesota
$6.22M -$250K -8,801 -4%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.19M -$1.35M -47,617 -18%
William Blair & Company
5
William Blair & Company
Illinois
$5.36M -$382K -13,478 -7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.89M -$174K -6,144 -3%
GSIS
7
Global Strategic Investment Solutions
Arizona
$4.68M -$148K -5,221 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.3M +$1.52M +53,567 +53%
MML Investors Services
9
MML Investors Services
Massachusetts
$3.52M +$1.64M +57,751 +83%
CA
10
Corrado Advisors
New Jersey
$3.19M -$148K -5,212 -4%
HWM
11
HFG Wealth Management
Texas
$2.53M -$768K -27,066 -24%
BFC
12
Bedel Financial Consulting
Indiana
$2.34M -$40.8K -1,439 -2%
SWA
13
Stratos Wealth Advisors
Ohio
$2.19M +$53.4K +1,882 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.13M +$19.5K +689 +0.9%
IFG
15
Independent Financial Group
California
$1.87M -$352K -12,394 -16%
Raymond James Financial
16
Raymond James Financial
Florida
$1.51M +$1.55M +54,514 New
SB
17
Strategic Blueprint
Georgia
$1.33M -$7.15K -252 -0.5%
W
18
WorthPointe
California
$1.29M
CWS
19
Cypress Wealth Services
California
$1.28M -$311K -10,962 -19%
DI
20
Diligent Investors
California
$1.24M -$1.56K -55 -0.1%
PS
21
Principal Securities
Iowa
$1.17M -$4.99K -176 -0.4%
SNWA
22
Siligmueller & Norvid Wealth Advisors
Illinois
$1.07M +$1.09M +38,597 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$956K +$655K +23,091 +202%
LIWM
24
Long Island Wealth Management
New York
$857K
KAS
25
Kestra Advisory Services
Texas
$831K +$43.3K +1,526 +5%

IJUL Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF July (IJUL) for Q4 2024, worth a combined $93.6M — down 8.2% from $102M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IJUL positions and 10 closed out — a net gain of 3 holders — while 14 added to existing stakes and 37 trimmed.

The largest buyer was MML Investors Services, adding an estimated $1.64M. The largest seller was Osaic Holdings, cutting an estimated $1.4M.

  • 87 institutional investors held Innovator International Developed Power Buffer ETF July (IJUL) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $93.6M of Innovator International Developed Power Buffer ETF July stock for Q4 2024, down 8.2% quarter-over-quarter.
  • 13 funds opened new Innovator International Developed Power Buffer ETF July positions in Q4 2024 and 10 closed out, a net change of +3 holders.
  • The largest Innovator International Developed Power Buffer ETF July buyer in Q4 2024 was MML Investors Services, an estimated $1.64M added.
  • The largest Innovator International Developed Power Buffer ETF July seller in Q4 2024 was Osaic Holdings, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2024.