Innovator US Small Cap Power Buffer ETF July
KJUL
60 hedge funds and large institutions have $43.9M invested in Innovator US Small Cap Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
13% more funds holding
Funds holding: 53 → 60 (+7)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
1% less capital invested
Capital invested by funds: $44.2M → $43.9M (-$355K)
14.61% less ownership
Funds ownership: 70.34% → 55.73% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$2.73M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.45M |
| 3 |
Cerity Partners
New York
|
+$1.01M |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$516K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$5.74M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$2.64M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$821K |
| 4 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$239K |
| 5 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$156K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
51
NewEdge Advisors
New Orleans,
Louisiana
| $43.3K | +$43.3K | +1,789 | New |
|
52
Morgan Stanley
New York
| $30.4K | +$14.9K | +614 | +96% |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $19.4K | – | – | – |
|
|
GTAM
54
Global Trust Asset Management
West Palm Beach,
Florida
| $12.1K | – | – | – |
|
|
MPCL
55
My Personal CFO LLC
Vancouver,
Washington
| $12.1K | +$12.1K | +500 | New |
|
|
FA
56
Fiduciary Alliance
Greenville,
South Carolina
| $8.48K | +$8.47K | +350 | New |
|
|
CSPIA
57
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $2.42K | +$2.42K | +100 | New |
|
|
MCC
58
Money Concepts Capital
Palm Beach Gardens,
Florida
| $2.18K | +$2.18K | +90 | New |
|
|
CA
59
Corrado Advisors
Ramsey,
New Jersey
| $1.07K | +$1.06K | +44 | New |
|
|
TWP
60
TFO Wealth Partners
Maumee,
Ohio
| $103 | -$131K | -5,409 | -100% |
|
|
GI
61
Gradient Investments
Arden Hills,
Minnesota
| – | -$5.74M | -248,668 | Closed |
|
|
OMC
62
Old Mission Capital
Chicago,
Illinois
| – | -$821K | -35,551 | Closed |
|
|
NAM
63
NorthCrest Asset Manangement
Plymouth,
Minnesota
| – | -$239K | -10,351 | Closed |
|
KJUL Hedge Fund Activity: Q4 2022 in Review
60 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q4 2022, worth a combined $43.9M — down 0.8% from $44.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KJUL positions and 3 closed out — a net gain of 10 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was Maltin Wealth Management, adding an estimated $2.73M. The largest seller was Gradient Investments, exiting entirely with an estimated $5.74M sold.
- 60 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q4 2022, up from 53 in Q3 2022.
- Funds reported $43.9M of Innovator US Small Cap Power Buffer ETF July stock for Q4 2022, down 0.8% quarter-over-quarter.
- 13 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q4 2022 and 3 closed out, a net change of +10 holders.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q4 2022 was Maltin Wealth Management, an estimated $2.73M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q4 2022 was Gradient Investments, an estimated $5.74M sold.
Based on aggregated 13F filings for Q4 2022.