Innovator US Small Cap Power Buffer ETF July
KJUL
47 hedge funds and large institutions have $49.7M invested in Innovator US Small Cap Power Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
34% more funds holding
Funds holding: 35 → 47 (+12)
7% less capital invested
Capital invested by funds: $53.4M → $49.7M (-$3.68M)
11.76% less ownership
Funds ownership: 76.01% → 64.25% (-12%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$3.97M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.05M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$885K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$857K |
| 5 |
DI
Diligent Investors
Redlands,
California
|
+$713K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Compass Advisory Group
Melville,
New York
|
-$10.7M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$4.54M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$393K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$245K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$198K |
KJUL Hedge Fund Activity: Q4 2021 in Review
47 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q4 2021, worth a combined $49.7M — down 6.9% from $53.4M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KJUL positions and 2 closed out — a net gain of 12 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Avalon Capital Management, opening a new position worth an estimated $3.97M. The largest seller was Compass Advisory Group, cutting an estimated $10.7M.
- 47 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q4 2021, up from 35 in Q3 2021.
- Funds reported $49.7M of Innovator US Small Cap Power Buffer ETF July stock for Q4 2021, down 6.9% quarter-over-quarter.
- 14 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q4 2021 and 2 closed out, a net change of +12 holders.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q4 2021 was Avalon Capital Management, an estimated $3.97M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q4 2021 was Compass Advisory Group, an estimated $10.7M sold.
Based on aggregated 13F filings for Q4 2021.