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Innovator US Small Cap Power Buffer ETF July

76 hedge funds and large institutions have $89.6M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 69.25%69.01% (-0.24%)

8% less funds holding

Funds holding: 8376 (-7)

15% less capital invested

Capital invested by funds: $106M → $89.6M (-$16.2M)

34% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 32

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
-7
Holders Change %
-8.43%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
21
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIWM
26
Long Island Wealth Management
New York
$970K -$314K -11,421 -25%
CAG
27
Compass Advisory Group
New York
$964K -$24K -874 -2%
Jane Street
28
Jane Street
New York
$949K -$1.71M -62,208 -64%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$945K -$146K -5,308 -13%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$876K -$272K -9,893 -24%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$847K +$842K +30,640 New
LPL Financial
32
LPL Financial
California
$829K +$272K +9,910 +49%
GSIS
33
Global Strategic Investment Solutions
Arizona
$745K +$89.5K +3,257 +14%
SAG
34
SageView Advisory Group
California
$717K +$713K +25,933 New
W
35
WorthPointe
California
$712K +$46.6K +1,696 +7%
CWG
36
Crown Wealth Group
North Carolina
$683K -$1.9K -69 -0.3%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$664K -$30.8K -1,120 -4%
TWM
38
Tradition Wealth Management
Minnesota
$616K -$39.2K -1,425 -6%
MHS
39
M Holdings Securities
Oregon
$614K +$35.9K +1,306 +6%
DFA
40
DHJJ Financial Advisors
Illinois
$589K -$77.1K -2,805 -12%
IA
41
IFP Advisors
Florida
$525K +$522K +19,009 New
MW
42
Marcum Wealth
Ohio
$518K
CPIG
43
Chicago Partners Investment Group
Illinois
$510K -$24.6K -894 -5%
RJA
44
Raymond James & Associates
Florida
$507K -$117K -4,260 -19%
GTAM
45
Global Trust Asset Management
Florida
$484K
Truist Financial
46
Truist Financial
North Carolina
$473K +$122K +4,440 +35%
VBFP
47
Valtinson Bruner Financial Planning
Minnesota
$471K
CAL
48
Capital Analysts LLC
Pennsylvania
$418K +$44.7K +1,628 +12%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$383K -$85.5K -3,111 -18%
CCM
50
Coldstream Capital Management
Washington
$368K +$348K +12,649 New

KJUL Hedge Fund Activity: Q2 2024 in Review

76 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q2 2024, worth a combined $89.6M — down 15% from $106M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KJUL and 7 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.62M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $5.22M sold.

  • 76 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q2 2024, down from 83 in Q1 2024.
  • Funds reported $89.6M of Innovator US Small Cap Power Buffer ETF July stock for Q2 2024, down 15% quarter-over-quarter.
  • 7 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q2 2024 and 11 closed out, a net change of -4 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q2 2024 was Susquehanna International Group, an estimated $1.62M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q2 2024 was Accuvest Global Advisors, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2024.