Innovator US Small Cap Power Buffer ETF July
KJUL
16 hedge funds and large institutions have $7.68M invested in Innovator US Small Cap Power Buffer ETF July in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 5 closing their positions.
6% less funds holding
Funds holding: 17 → 16 (-1)
19.08% less ownership
Funds ownership: 52.06% → 32.98% (-19%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
45% less capital invested
Capital invested by funds: $13.9M → $7.68M (-$6.21M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$1.09M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$464K |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$149K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$28.8K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$4.64M |
| 2 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$1.93M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$430K |
| 4 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$429K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$384K |
KJUL Hedge Fund Activity: Q1 2021 in Review
16 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q1 2021, worth a combined $7.68M — down 45% from $13.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of KJUL and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was Tradition Wealth Management, adding an estimated $1.09M. The largest seller was Valtinson Bruner Financial Planning, exiting entirely with an estimated $4.64M sold.
- 16 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q1 2021, down from 17 in Q4 2020.
- Funds reported $7.68M of Innovator US Small Cap Power Buffer ETF July stock for Q1 2021, down 45% quarter-over-quarter.
- 4 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q1 2021 and 5 closed out, a net change of -1 holder.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q1 2021 was Tradition Wealth Management, an estimated $1.09M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q1 2021 was Valtinson Bruner Financial Planning, an estimated $4.64M sold.
Based on aggregated 13F filings for Q1 2021.