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Innovator US Small Cap Power Buffer ETF July

39 hedge funds and large institutions have $44.2M invested in Innovator US Small Cap Power Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.63% more ownership

Funds ownership: 64.25%68.88% (+4.6%)

11% less capital invested

Capital invested by funds: $49.7M → $44.2M (-$5.51M)

17% less funds holding

Funds holding: 4739 (-8)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
39
Holders Change
-8
Holders Change %
-17.02%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
8
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Pillar Wealth Advisors
Pennsylvania
$335K
CAG
27
Compass Advisory Group
New York
$316K -$10.6K -418 -3%
AWM
28
Apollon Wealth Management
South Carolina
$249K
SWA
29
Stratos Wealth Advisors
Ohio
$243K -$46.1K -1,810 -16%
OMC
30
Old Mission Capital
Illinois
$231K -$781K -30,682 -77%
Citadel Advisors
31
Citadel Advisors
Florida
$204K
TWP
32
TFO Wealth Partners
Ohio
$139K
BFEC
33
Benjamin F. Edwards & Company
Missouri
$115K +$21.3K +835 +23%
APA
34
American Portfolios Advisors
New York
$99.9K
CAL
35
Capital Analysts LLC
Pennsylvania
$48K -$43.2K -1,699 -48%
IA
36
IFP Advisors
Florida
$39K +$42.5K +1,670 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$21K
GTAM
38
Global Trust Asset Management
Florida
$13K
CCM
39
Covington Capital Management
California
$8K
SI
40
Stephens Inc
Arkansas
-$1.17M -44,345 Closed
ACM
41
Arlington Capital Management
Illinois
-$883K -33,372 Closed
FFG
42
Frisch Financial Group
New York
-$213K -8,036 Closed
Jane Street
43
Jane Street
New York
-$211K -7,959 Closed
AWA
44
Arkadios Wealth Advisors
Georgia
-$205K -7,734 Closed
BWM
45
BCGM Wealth Management
Indiana
-$201K -7,610 Closed
EWM
46
Elmwood Wealth Management
California
-$79K -3,000 Closed
UBS Group
47
UBS Group
Switzerland
-$26K -973 Closed

KJUL Hedge Fund Activity: Q1 2022 in Review

39 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q1 2022, worth a combined $44.2M — down 11% from $49.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KJUL and 2 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 8 added.

The largest buyer was Avantax Advisory Services, adding an estimated $438K. The largest seller was Stephens Inc, exiting entirely with an estimated $1.17M sold.

  • 39 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q1 2022, down from 47 in Q4 2021.
  • Funds reported $44.2M of Innovator US Small Cap Power Buffer ETF July stock for Q1 2022, down 11% quarter-over-quarter.
  • 2 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q1 2022 and 8 closed out, a net change of -6 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q1 2022 was Avantax Advisory Services, an estimated $438K added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q1 2022 was Stephens Inc, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2022.