Innovator US Small Cap Power Buffer ETF July
KJUL
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.
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: 37 → 53 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$6.02M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$1.38M |
| 3 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$1.11M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$860K |
| 5 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$850K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.04M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$652K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$405K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$269K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$231K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GTAM
51
Global Trust Asset Management
West Palm Beach,
Florida
| $12K | – | – | – |
|
|
CCM
52
Covington Capital Management
Los Angeles,
California
| $7K | – | – | – |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $19 | – | – | – |
|
|
54
Citadel Advisors
Miami,
Florida
| – | -$231K | -9,906 | Closed |
|
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.