Innovator US Small Cap Power Buffer ETF July
KJUL
70 hedge funds and large institutions have $154M invested in Innovator US Small Cap Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 4 reducing their positions, and 8 closing their positions.
875% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 4
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
194% more capital invested
Capital invested by funds: $52.5M → $154M (+$102M)
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
21% more funds holding
Funds holding: 58 → 70 (+12)
2.23% more ownership
Funds ownership: 74.24% → 76.48% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$17.7M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$15.1M |
| 3 |
CAG
Compass Advisory Group
Melville,
New York
|
+$15M |
| 4 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$9.94M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
+$9.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$503K |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$329K |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$298K |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$47.2K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$46.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$19K | -743 | Closed |
|
77
Morgan Stanley
New York
| – | -$10.3K | -400 | Closed |
|
|
FA
78
Fiduciary Alliance
Greenville,
South Carolina
| – | -$8.99K | -350 | Closed |
|
KJUL Hedge Fund Activity: Q3 2023 in Review
70 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q3 2023, worth a combined $154M — up 194% from $52.5M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new KJUL positions and 8 closed out — a net gain of 12 holders — while 39 added to existing stakes and 4 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $17.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $503K sold.
- 70 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q3 2023, up from 58 in Q2 2023.
- Funds reported $154M of Innovator US Small Cap Power Buffer ETF July stock for Q3 2023, up 194% quarter-over-quarter.
- 20 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q3 2023 and 8 closed out, a net change of +12 holders.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q3 2023 was HighTower Advisors, an estimated $17.7M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q3 2023 was Citadel Advisors, an estimated $503K sold.
Based on aggregated 13F filings for Q3 2023.