Innovator US Small Cap Power Buffer ETF July
KJUL
58 hedge funds and large institutions have $52.5M invested in Innovator US Small Cap Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 7 closing their positions.
32% more capital invested
Capital invested by funds: $39.7M → $52.5M (+$12.7M)
15.58% more ownership
Funds ownership: 58.67% → 74.24% (+16%)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 57 → 58 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$4.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.16M |
| 3 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$932K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$677K |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$1.04M |
| 2 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$472K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$259K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$247K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$239K |
KJUL Hedge Fund Activity: Q2 2023 in Review
58 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q2 2023, worth a combined $52.5M — up 32% from $39.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new KJUL positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 20 trimmed.
The largest buyer was Allworth Financial, opening a new position worth an estimated $4.2M. The largest seller was Cerity Partners, exiting entirely with an estimated $1.04M sold.
- 58 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q2 2023, up from 57 in Q1 2023.
- Funds reported $52.5M of Innovator US Small Cap Power Buffer ETF July stock for Q2 2023, up 32% quarter-over-quarter.
- 8 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q2 2023 and 7 closed out, a net change of +1 holder.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q2 2023 was Allworth Financial, an estimated $4.2M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q2 2023 was Cerity Partners, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2023.