Innovator US Small Cap Power Buffer ETF July
KJUL
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.
0.24% less ownership
Funds ownership: 69.25% → 69.01% (-0.24%)
8% less funds holding
Funds holding: 83 → 76 (-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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.62M |
| 2 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
+$927K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$842K |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$713K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$566K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$5.22M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$4.66M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.67M |
| 4 |
Jane Street
New York
|
-$1.71M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$550 | +20 | New |
|
|
AGA
77
Accuvest Global Advisors
Provo,
Utah
| – | -$5.22M | -186,497 | Closed |
|
|
CSPIA
78
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$4.66M | -166,078 | Closed |
|
|
OMC
79
Old Mission Capital
Chicago,
Illinois
| – | -$1.27M | -45,346 | Closed |
|
|
LNC
80
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$1.14M | -40,642 | Closed |
|
|
CWM
81
Castle Wealth Management
West Palm Beach,
Florida
| – | -$408K | -14,527 | Closed |
|
|
NA
82
NewEdge Advisors
New Orleans,
Louisiana
| – | -$295K | -10,518 | Closed |
|
|
PA
83
PFG Advisors
Phoenix,
Arizona
| – | -$248K | -8,834 | Closed |
|
84
Wolverine Trading
Chicago,
Illinois
| – | -$231K | -8,242 | Closed |
|
|
TWP
85
TFO Wealth Partners
Maumee,
Ohio
| – | -$152K | -5,410 | Closed |
|
86
UBS Group
Zurich,
Switzerland
| – | -$39.6K | -1,409 | Closed |
|
87
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$36.6K | -1,300 | Closed |
|
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.