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Innovator US Small Cap Power Buffer ETF July

80 hedge funds and large institutions have $105M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

17% more capital invested

Capital invested by funds: $89.6M → $105M (+$15.6M)

5% more funds holding

Funds holding: 7680 (+4)

1.14% more ownership

Funds ownership: 69.01%70.15% (+1.1%)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
34
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$437K +$32.5K +1,142 +8%
SPC
52
Sigma Planning Corp
Michigan
$389K +$380K +13,366 New
WFS
53
WealthGarden F.S.
California
$382K +$373K +13,122 New
Jane Street
54
Jane Street
New York
$382K -$604K -21,235 -62%
OWA
55
Outlook Wealth Advisors
Texas
$370K
NAM
56
NorthCrest Asset Manangement
Minnesota
$365K
FA
57
FSA Advisors
Michigan
$361K -$5.09K -179 -1%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$332K +$72.4K +2,547 +29%
SS
59
Sunbelt Securities
Texas
$331K -$41.8K -1,470 -11%
VBFP
60
Valtinson Bruner Financial Planning
Minnesota
$331K -$162K -5,689 -33%
AWS
61
Atria Wealth Solutions
New York
$300K +$6.99K +246 +2%
KWM
62
Kingsview Wealth Management
Oregon
$283K +$7.13K +251 +3%
BWM
63
BCS Wealth Management
Tennessee
$278K
PA
64
PFG Advisors
Arizona
$264K +$258K +9,076 New
SEIA
65
Signature Estate & Investment Advisors
California
$254K +$248K +8,717 New
MML Investors Services
66
MML Investors Services
Massachusetts
$244K +$238K +8,371 New
BWM
67
BCGM Wealth Management
Indiana
$222K
FFN
68
Focus Financial Network
Minnesota
$203K +$198K +6,975 New
HI
69
Harbour Investments
Wisconsin
$185K +$40.1K +1,411 +29%
APW
70
Atlantic Private Wealth
North Carolina
$161K +$157K +5,517 New
JP Morgan Chase
71
JP Morgan Chase
New York
$108K
CIAS
72
Capital Investment Advisory Services
North Carolina
$63.1K -$1.01M -35,601 -94%
CPA
73
Clear Point Advisors
New York
$53.9K
SPIA
74
Steward Partners Investment Advisory
New York
$52.3K -$128K -4,500 -71%
PP
75
PFS Partners
New Jersey
$37.3K +$2.84K +100 +8%

KJUL Hedge Fund Activity: Q3 2024 in Review

80 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q3 2024, worth a combined $105M — up 17% from $89.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KJUL positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 20 trimmed.

The largest buyer was Allworth Financial, adding an estimated $5.22M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.95M sold.

  • 80 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $105M of Innovator US Small Cap Power Buffer ETF July stock for Q3 2024, up 17% quarter-over-quarter.
  • 12 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q3 2024 and 7 closed out, a net change of +5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q3 2024 was Allworth Financial, an estimated $5.22M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q3 2024 was Susquehanna International Group, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2024.