Innovator US Small Cap Power Buffer ETF July
KJUL
87 hedge funds and large institutions have $102M invested in Innovator US Small Cap Power Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 47 reducing their positions, and 12 closing their positions.
5% less funds holding
Funds holding: 92 → 87 (-5)
21.09% less ownership
Funds ownership: 86.99% → 65.89% (-21%)
29% less capital invested
Capital invested by funds: $145M → $102M (-$42.4M)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
68% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$10.7M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$1.09M |
| 3 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$446K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$342K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$17.4M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$14.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$4.41M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.24M |
| 5 |
WTFG
Wood Tarver Financial Group
Boise,
Idaho
|
-$1.47M |
KJUL Hedge Fund Activity: Q1 2025 in Review
87 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q1 2025, worth a combined $102M — down 29% from $145M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of KJUL and 8 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 15 added.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $10.7M. The largest seller was O'Donnell Financial Services, cutting an estimated $17.4M.
- 87 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q1 2025, down from 92 in Q4 2024.
- Funds reported $102M of Innovator US Small Cap Power Buffer ETF July stock for Q1 2025, down 29% quarter-over-quarter.
- 8 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q1 2025 and 12 closed out, a net change of -4 holders.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q1 2025 was L.J. Altfest & Co, an estimated $10.7M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q1 2025 was O'Donnell Financial Services, an estimated $17.4M sold.
Based on aggregated 13F filings for Q1 2025.