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Innovator US Small Cap Power Buffer ETF July

57 hedge funds and large institutions have $39.7M invested in Innovator US Small Cap Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.93% more ownership

Funds ownership: 55.73%58.67% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 6057 (-3)

9% less capital invested

Capital invested by funds: $43.9M → $39.7M (-$4.13M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change

KJUL Hedge Fund Activity: Q1 2023 in Review

57 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q1 2023, worth a combined $39.7M — down 9.4% from $43.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of KJUL and 5 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 9 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $521K. The largest seller was Osaic Holdings, cutting an estimated $913K.

  • 57 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q1 2023, down from 60 in Q4 2022.
  • Funds reported $39.7M of Innovator US Small Cap Power Buffer ETF July stock for Q1 2023, down 9.4% quarter-over-quarter.
  • 5 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q1 2023 and 8 closed out, a net change of -3 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q1 2023 was Citadel Advisors, an estimated $521K added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q1 2023 was Osaic Holdings, an estimated $913K sold.

Based on aggregated 13F filings for Q1 2023.