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Innovator US Small Cap Power Buffer ETF July

80 hedge funds and large institutions have $105M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

17% more capital invested

Capital invested by funds: $89.6M → $105M (+$15.6M)

5% more funds holding

Funds holding: 7680 (+4)

1.14% more ownership

Funds ownership: 69.01%70.15% (+1.1%)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
34
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$1.04M -$491K -17,273 -33%
LIWM
27
Long Island Wealth Management
New York
$1.03M +$10.4K +365 +1%
GCP
28
Gill Capital Partners
Colorado
$1.03M
JCM
29
Jacobi Capital Management
Pennsylvania
$998K +$974K +34,273 New
LPL Financial
30
LPL Financial
California
$949K +$73.7K +2,593 +9%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$869K -$22.7K -800 -3%
MHS
32
M Holdings Securities
Oregon
$866K +$214K +7,515 +34%
MW
33
Marcum Wealth
Ohio
$769K +$217K +7,634 +41%
W
34
WorthPointe
California
$755K +$3.61K +127 +0.5%
Truist Financial
35
Truist Financial
North Carolina
$752K +$247K +8,700 +51%
DFA
36
DHJJ Financial Advisors
Illinois
$732K +$108K +3,816 +18%
GSIS
37
Global Strategic Investment Solutions
Arizona
$732K -$52.7K -1,856 -7%
SAG
38
SageView Advisory Group
California
$723K -$32.1K -1,128 -4%
BCM
39
Brookstone Capital Management
Illinois
$722K +$368K +12,933 +109%
RJA
40
Raymond James & Associates
Florida
$683K +$146K +5,131 +28%
IA
41
IFP Advisors
Florida
$624K +$68.2K +2,400 +13%
CWG
42
Crown Wealth Group
North Carolina
$618K -$100K -3,526 -14%
TWM
43
Tradition Wealth Management
Minnesota
$577K -$70.3K -2,474 -11%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$576K -$121K -4,262 -18%
SWM
45
Sugarloaf Wealth Management
Georgia
$538K +$193K +6,785 +58%
CPIG
46
Chicago Partners Investment Group
Illinois
$515K
GTAM
47
Global Trust Asset Management
Florida
$510K
WA
48
Wealth Alliance
New York
$501K +$124K +4,377 +34%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$444K +$210K +7,400 +94%
CAL
50
Capital Analysts LLC
Pennsylvania
$441K

KJUL Hedge Fund Activity: Q3 2024 in Review

80 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q3 2024, worth a combined $105M — up 17% from $89.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KJUL positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 20 trimmed.

The largest buyer was Allworth Financial, adding an estimated $5.22M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.95M sold.

  • 80 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $105M of Innovator US Small Cap Power Buffer ETF July stock for Q3 2024, up 17% quarter-over-quarter.
  • 12 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q3 2024 and 7 closed out, a net change of +5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q3 2024 was Allworth Financial, an estimated $5.22M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q3 2024 was Susquehanna International Group, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2024.