Innovator US Small Cap Power Buffer ETF July
KJUL
15 hedge funds and large institutions have $25M invested in Innovator US Small Cap Power Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 6 closing their positions.
226% more capital invested
Capital invested by funds: $7.68M → $25M (+$17.4M)
73.94% more ownership
Funds ownership: 32.98% → 106.93% (+74%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
6% less funds holding
Funds holding: 16 → 15 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Compass Advisory Group
Melville,
New York
|
+$10.4M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$8.31M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$320K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$314K |
| 5 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$777K |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$770K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$474K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$468K |
| 5 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
|
-$199K |
KJUL Hedge Fund Activity: Q2 2021 in Review
15 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q2 2021, worth a combined $25M — up 226% from $7.68M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of KJUL and 5 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.
The largest buyer was Compass Advisory Group, opening a new position worth an estimated $10.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $777K sold.
- 15 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q2 2021, down from 16 in Q1 2021.
- Funds reported $25M of Innovator US Small Cap Power Buffer ETF July stock for Q2 2021, up 226% quarter-over-quarter.
- 5 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q2 2021 and 6 closed out, a net change of -1 holder.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q2 2021 was Compass Advisory Group, an estimated $10.4M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q2 2021 was Susquehanna International Group, an estimated $777K sold.
Based on aggregated 13F filings for Q2 2021.