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Innovator US Small Cap Power Buffer ETF July

53 hedge funds and large institutions have $44.2M invested in Innovator US Small Cap Power Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

43% more funds holding

Funds holding: 3753 (+16)

38% more capital invested

Capital invested by funds: $32.1M → $44.2M (+$12.2M)

5.82% more ownership

Funds ownership: 64.52%70.34% (+5.8%)

Holders
53
Holders Change
+16
Holders Change %
+43.24%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
17
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$491K -$269K -11,099 -34%
LNC
27
Lincoln National Corp
Pennsylvania
$482K +$154K +6,356 +44%
DFA
28
DHJJ Financial Advisors
Illinois
$425K +$24 +1 +0%
CA
29
Cetera Advisors
Colorado
$404K
SWA
30
Stratos Wealth Advisors
Ohio
$364K +$149K +6,145 +64%
VBFP
31
Valtinson Bruner Financial Planning
Minnesota
$358K +$375K +15,497 New
Truist Financial
32
Truist Financial
North Carolina
$344K +$32.1K +1,328 +10%
BWM
33
BCS Wealth Management
Tennessee
$342K +$359K +14,819 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$326K +$342K +14,116 New
PCS
35
Personal CFO Solutions
New Jersey
$302K +$72.9K +3,013 +30%
OWA
36
Outlook Wealth Advisors
Texas
$289K -$46.2K -1,910 -13%
CPIG
37
Chicago Partners Investment Group
Illinois
$282K
AWM
38
Apollon Wealth Management
South Carolina
$270K
CAG
39
Compass Advisory Group
New York
$257K -$5.25K -217 -2%
NAM
40
NorthCrest Asset Manangement
Minnesota
$239K +$250K +10,351 New
ICG
41
InterOcean Capital Group
Tennessee
$231K +$242K +10,005 New
SWP
42
Summit Wealth Partners
Florida
$209K +$219K +9,060 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
$208K +$218K +9,019 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$187K +$87.1K +3,600 +80%
TWP
45
TFO Wealth Partners
Ohio
$125K
HI
46
Harbour Investments
Wisconsin
$110K
APA
47
American Portfolios Advisors
New York
$108K +$19K +786 +20%
CAL
48
Capital Analysts LLC
Pennsylvania
$61K
IA
49
IFP Advisors
Florida
$39K
Morgan Stanley
50
Morgan Stanley
New York
$15K

KJUL Hedge Fund Activity: Q3 2022 in Review

53 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q3 2022, worth a combined $44.2M — up 38% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KJUL positions and 1 closed out — a net gain of 16 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $6.02M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.04M.

  • 53 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q3 2022, up from 37 in Q2 2022.
  • Funds reported $44.2M of Innovator US Small Cap Power Buffer ETF July stock for Q3 2022, up 38% quarter-over-quarter.
  • 17 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q3 2022 and 1 closed out, a net change of +16 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q3 2022 was Gradient Investments, an estimated $6.02M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q3 2022 was Commonwealth Equity Services, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2022.