Innovator US Small Cap Power Buffer ETF July
KJUL
83 hedge funds and large institutions have $106M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 40 reducing their positions, and 9 closing their positions.
0.97% more ownership
Funds ownership: 68.27% → 69.25% (+0.97%)
2% less funds holding
Funds holding: 85 → 83 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
32% less capital invested
Capital invested by funds: $157M → $106M (-$50.8M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
73% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$5.05M |
| 2 |
MI
Motiv8 Investments
Port St. Lucie,
Florida
|
+$2.32M |
| 3 |
Jane Street
New York
|
+$1.95M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.62M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$17.2M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$10.4M |
| 3 |
LC
Legacy CG
Plano,
Texas
|
-$10M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$8.03M |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$5.33M |
KJUL Hedge Fund Activity: Q1 2024 in Review
83 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q1 2024, worth a combined $106M — down 32% from $157M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of KJUL and 7 opened new positions — a net loss of 2 holders — while 40 trimmed existing stakes and 11 added.
The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $5.05M. The largest seller was Gradient Investments, cutting an estimated $17.2M.
- 83 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q1 2024, down from 85 in Q4 2023.
- Funds reported $106M of Innovator US Small Cap Power Buffer ETF July stock for Q1 2024, down 32% quarter-over-quarter.
- 7 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q1 2024 and 9 closed out, a net change of -2 holders.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q1 2024 was Accuvest Global Advisors, an estimated $5.05M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q1 2024 was Gradient Investments, an estimated $17.2M sold.
Based on aggregated 13F filings for Q1 2024.