Innovator US Small Cap Power Buffer ETF July
KJUL
17 hedge funds and large institutions have $13.9M invested in Innovator US Small Cap Power Buffer ETF July in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
55% more funds holding
Funds holding: 11 → 17 (+6)
50% more capital invested
Capital invested by funds: $9.28M → $13.9M (+$4.61M)
11.5% more ownership
Funds ownership: 40.56% → 52.06% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$1.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$756K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$522K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$201K |
| 5 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$585K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$336K |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$85.6K |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$83K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$30.8K |
KJUL Hedge Fund Activity: Q4 2020 in Review
17 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q4 2020, worth a combined $13.9M — up 50% from $9.28M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new KJUL positions and 2 closed out — a net gain of 6 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Arlington Capital Management, opening a new position worth an estimated $1.24M. The largest seller was Avantax Advisory Services, exiting entirely with an estimated $585K sold.
- 17 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q4 2020, up from 11 in Q3 2020.
- Funds reported $13.9M of Innovator US Small Cap Power Buffer ETF July stock for Q4 2020, up 50% quarter-over-quarter.
- 8 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q4 2020 and 2 closed out, a net change of +6 holders.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q4 2020 was Arlington Capital Management, an estimated $1.24M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q4 2020 was Avantax Advisory Services, an estimated $585K sold.
Based on aggregated 13F filings for Q4 2020.