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Innovator US Small Cap Power Buffer ETF July

53 hedge funds and large institutions have $44.2M invested in Innovator US Small Cap Power Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

43% more funds holding

Funds holding: 3753 (+16)

38% more capital invested

Capital invested by funds: $32.1M → $44.2M (+$12.2M)

5.82% more ownership

Funds ownership: 64.52%70.34% (+5.8%)

Holders
53
Holders Change
+16
Holders Change %
+43.24%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
17
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$7.9M -$652K -26,944 -8%
GI
2
Gradient Investments
Minnesota
$5.74M +$6.02M +248,668 New
Osaic Holdings
3
Osaic Holdings
Arizona
$2.42M -$405K -16,721 -14%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.25M -$3.04M -125,449 -56%
MW
5
Marcum Wealth
Ohio
$1.81M +$137K +5,669 +8%
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$1.73M +$113K +4,674 +7%
FFA
7
Fragasso Financial Advisors
Pennsylvania
$1.54M +$90.6K +3,745 +6%
AAS
8
Avantax Advisory Services
Texas
$1.49M +$738K +30,499 +90%
IFG
9
Independent Financial Group
California
$1.31M +$1.38M +56,887 New
GSIS
10
Global Strategic Investment Solutions
Arizona
$1.06M +$1.11M +45,928 New
PWA
11
Pillar Wealth Advisors
Pennsylvania
$870K +$20.1K +830 +2%
OMC
12
Old Mission Capital
Illinois
$821K +$860K +35,551 New
MWM
13
Maltin Wealth Management
New Jersey
$811K +$850K +35,142 New
GCP
14
Gill Capital Partners
Colorado
$807K +$12K +497 +1%
RTS
15
Round Table Services
New Jersey
$782K +$149K +6,170 +22%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$740K -$74.7K -3,088 -9%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$704K +$738K +30,481 New
W
18
WorthPointe
California
$690K +$723K +29,880 New
DI
19
Diligent Investors
California
$688K +$70.2K +2,899 +11%
BFG
20
Berger Financial Group
Minnesota
$641K +$672K +27,772 New
CAN
21
Cetera Advisor Networks
California
$640K +$464K +19,163 +223%
FCFC
22
First Commonwealth Financial Corp
Pennsylvania
$598K +$627K +25,896 New
SS
23
Sunbelt Securities
Texas
$592K -$144K -5,949 -19%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$570K +$219K +9,070 +58%
AGA
25
Accuvest Global Advisors
Utah
$511K +$536K +22,130 New

KJUL Hedge Fund Activity: Q3 2022 in Review

53 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q3 2022, worth a combined $44.2M — up 38% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new KJUL positions and 1 closed out — a net gain of 16 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $6.02M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.04M.

  • 53 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q3 2022, up from 37 in Q2 2022.
  • Funds reported $44.2M of Innovator US Small Cap Power Buffer ETF July stock for Q3 2022, up 38% quarter-over-quarter.
  • 17 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q3 2022 and 1 closed out, a net change of +16 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q3 2022 was Gradient Investments, an estimated $6.02M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q3 2022 was Commonwealth Equity Services, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2022.