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Innovator US Small Cap Power Buffer ETF July

76 hedge funds and large institutions have $89.6M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 69.25%69.01% (-0.24%)

8% less funds holding

Funds holding: 8376 (-7)

15% less capital invested

Capital invested by funds: $106M → $89.6M (-$16.2M)

34% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 32

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
-7
Holders Change %
-8.43%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
21
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$355K
WA
52
Wealth Alliance
New York
$354K +$77.9K +2,835 +28%
FA
53
FSA Advisors
Michigan
$348K +$51.4K +1,871 +17%
NAM
54
NorthCrest Asset Manangement
Minnesota
$346K
BCM
55
Brookstone Capital Management
Illinois
$341K +$63.9K +2,326 +24%
SWM
56
Sugarloaf Wealth Management
Georgia
$323K +$159K +5,802 +99%
AWS
57
Atria Wealth Solutions
New York
$278K +$1.07K +39 +0.4%
BWM
58
BCS Wealth Management
Tennessee
$264K -$10.3K -375 -4%
KWM
59
Kingsview Wealth Management
Oregon
$261K +$632 +23 +0.2%
OWA
60
Outlook Wealth Advisors
Texas
$252K
USCWA
61
U.S. Capital Wealth Advisors
Texas
$245K -$6.38K -232 -3%
GI
62
Gradient Investments
Minnesota
$241K -$54K -1,964 -18%
AF
63
Allworth Financial
California
$241K +$164K +5,960 +238%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$217K -$32K -1,165 -13%
BWM
65
BCGM Wealth Management
Indiana
$210K
LJAC
66
L.J. Altfest & Co
New York
$210K -$51.8K -1,885 -20%
SPIA
67
Steward Partners Investment Advisory
New York
$174K +$123K +4,465 +244%
HI
68
Harbour Investments
Wisconsin
$137K
BFEC
69
Benjamin F. Edwards & Company
Missouri
$110K -$3.44K -125 -3%
JP Morgan Chase
70
JP Morgan Chase
New York
$102K -$33.4K -1,217 -25%
CPA
71
Clear Point Advisors
New York
$51.2K
TWP
72
Triad Wealth Partners
Kansas
$44.2K +$44K +1,600 New
PP
73
PFS Partners
New Jersey
$32.7K
CA
74
CoreCap Advisors
Michigan
$11.8K
CFD
75
Creative Financial Designs
Indiana
$2.76K

KJUL Hedge Fund Activity: Q2 2024 in Review

76 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q2 2024, worth a combined $89.6M — down 15% from $106M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KJUL and 7 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.62M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $5.22M sold.

  • 76 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q2 2024, down from 83 in Q1 2024.
  • Funds reported $89.6M of Innovator US Small Cap Power Buffer ETF July stock for Q2 2024, down 15% quarter-over-quarter.
  • 7 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q2 2024 and 11 closed out, a net change of -4 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q2 2024 was Susquehanna International Group, an estimated $1.62M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q2 2024 was Accuvest Global Advisors, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2024.