Innovator US Small Cap Power Buffer ETF July
KJUL
35 hedge funds and large institutions have $53.4M invested in Innovator US Small Cap Power Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 2
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
133% more funds holding
Funds holding: 15 → 35 (+20)
113% more capital invested
Capital invested by funds: $25M → $53.4M (+$28.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
30.91% less ownership
Funds ownership: 106.93% → 76.01% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$12.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.28M |
| 3 |
MW
Marcum Wealth
Cleveland,
Ohio
|
+$2.06M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$1.55M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$1.19M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$669K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$69.5K |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$65.6K |
KJUL Hedge Fund Activity: Q3 2021 in Review
35 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q3 2021, worth a combined $53.4M — up 113% from $25M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new KJUL positions and 2 closed out — a net gain of 20 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Tradition Wealth Management, adding an estimated $12.9M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $1.19M sold.
- 35 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q3 2021, up from 15 in Q2 2021.
- Funds reported $53.4M of Innovator US Small Cap Power Buffer ETF July stock for Q3 2021, up 113% quarter-over-quarter.
- 22 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q3 2021 and 2 closed out, a net change of +20 holders.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q3 2021 was Tradition Wealth Management, an estimated $12.9M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q3 2021 was Arlington Capital Management, an estimated $1.19M sold.
Based on aggregated 13F filings for Q3 2021.