Innovator US Small Cap Power Buffer ETF July
KJUL
37 hedge funds and large institutions have $32.1M invested in Innovator US Small Cap Power Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.
4.36% less ownership
Funds ownership: 68.88% → 64.52% (-4.4%)
5% less funds holding
Funds holding: 39 → 37 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
28% less capital invested
Capital invested by funds: $44.2M → $32.1M (-$12.2M)
38% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.7M |
| 2 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$1.73M |
| 3 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$681K |
| 4 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
+$586K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$8.15M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3.57M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$525K |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$503K |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$406K |
KJUL Hedge Fund Activity: Q2 2022 in Review
37 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q2 2022, worth a combined $32.1M — down 28% from $44.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of KJUL and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 8 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.7M. The largest seller was Personal CFO Solutions, cutting an estimated $8.15M.
- 37 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q2 2022, down from 39 in Q1 2022.
- Funds reported $32.1M of Innovator US Small Cap Power Buffer ETF July stock for Q2 2022, down 28% quarter-over-quarter.
- 5 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q2 2022 and 6 closed out, a net change of -1 holder.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q2 2022 was Commonwealth Equity Services, an estimated $3.7M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q2 2022 was Personal CFO Solutions, an estimated $8.15M sold.
Based on aggregated 13F filings for Q2 2022.