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Innovator US Small Cap Power Buffer ETF July
KJUL

92 hedge funds and large institutions have $145M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

37% more capital invested

Capital invested by funds: $105M → $145M (+$39.5M)

16.84% more ownership

Funds ownership: 70.15% → 86.99% (+17%)

15% more funds holding

Funds holding: 80 → 92 (+12)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

65% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 37

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
13
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ODFS
O'Donnell Financial Services
California
+$17.5M
2
GI
Gradient Investments
Minnesota
+$10.5M
3
AF
Allworth Financial
California
+$8.89M
4
OMC
Old Mission Capital
Illinois
+$716K
5
BCM
Brookstone Capital Management
Illinois
+$546K

Top Sellers

Rank Fund Capital Flow
1
MI
Motiv8 Investments
Florida
-$4.81M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$365K
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$333K
4
IFG
Independent Financial Group
California
-$303K
5
SAG
SageView Advisory Group
California
-$302K
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
26
Chris Bulman
California
$1.25M -$28.5K -962 -2%
GCP
27
Gill Capital Partners
Colorado
$1.04M – – –
JCM
28
Jacobi Capital Management
Pennsylvania
$1.01M – – –
AAS
29
Avantax Advisory Services
Texas
$990K -$59.2K -2,000 -6%
LIWM
30
Long Island Wealth Management
New York
$964K -$80.5K -2,720 -8%
LPL Financial
31
LPL Financial
California
$920K -$39.5K -1,335 -4%
MHS
32
M Holdings Securities
Oregon
$875K – – –
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$871K -$7.69K -260 -0.9%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$801K -$248K -8,391 -24%
MW
35
Marcum Wealth
Ohio
$777K – – –
W
36
WorthPointe
California
$761K -$1.01K -34 -0.1%
Truist Financial
37
Truist Financial
North Carolina
$751K -$8.82K -298 -1%
DFA
38
DHJJ Financial Advisors
Illinois
$740K – – –
GSIS
39
Global Strategic Investment Solutions
Arizona
$739K – – –
OMC
40
Old Mission Capital
Illinois
$712K +$716K +24,199 New
Jane Street
41
Jane Street
New York
$695K +$311K +10,513 +80%
CWG
42
Crown Wealth Group
North Carolina
$624K – – –
IA
43
IFP Advisors
Florida
$598K -$32.5K -1,100 -5%
TWM
44
Tradition Wealth Management
Minnesota
$570K -$13.3K -451 -2%
SWM
45
Sugarloaf Wealth Management
Georgia
$543K – – –
CPIG
46
Chicago Partners Investment Group
Illinois
$523K – – –
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$514K -$68.1K -2,303 -12%
WA
48
Wealth Alliance
New York
$506K – – –
GTAM
49
Global Trust Asset Management
Florida
$486K -$29.6K -1,000 -6%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$477K +$36.4K +1,229 +8%
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KJUL Hedge Fund Activity: Q4 2024 in Review

92 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q4 2024, worth a combined $145M — up 37% from $105M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KJUL positions and 6 closed out — a net gain of 14 holders — while 13 added to existing stakes and 37 trimmed.

The largest buyer was O'Donnell Financial Services, adding an estimated $17.5M. The largest seller was Motiv8 Investments, exiting entirely with an estimated $4.81M sold.

  • 92 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $145M of Innovator US Small Cap Power Buffer ETF July stock for Q4 2024, up 37% quarter-over-quarter.
  • 20 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q4 2024 and 6 closed out, a net change of +14 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q4 2024 was O'Donnell Financial Services, an estimated $17.5M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q4 2024 was Motiv8 Investments, an estimated $4.81M sold.

Based on aggregated 13F filings for Q4 2024.