Innovator US Small Cap Power Buffer ETF July
KJUL
57 hedge funds and large institutions have $39.7M invested in Innovator US Small Cap Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 8 closing their positions.
2.93% more ownership
Funds ownership: 55.73% → 58.67% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 60 → 57 (-3)
9% less capital invested
Capital invested by funds: $43.9M → $39.7M (-$4.13M)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
57% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$521K |
| 2 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
+$313K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$243K |
| 4 |
TWP
TFO Wealth Partners
Maumee,
Ohio
|
+$136K |
| 5 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$73.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$913K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$874K |
| 3 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$380K |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$352K |
| 5 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$309K |
KJUL Hedge Fund Activity: Q1 2023 in Review
57 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q1 2023, worth a combined $39.7M — down 9.4% from $43.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of KJUL and 5 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 9 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $521K. The largest seller was Osaic Holdings, cutting an estimated $913K.
- 57 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q1 2023, down from 60 in Q4 2022.
- Funds reported $39.7M of Innovator US Small Cap Power Buffer ETF July stock for Q1 2023, down 9.4% quarter-over-quarter.
- 5 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q1 2023 and 8 closed out, a net change of -3 holders.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q1 2023 was Citadel Advisors, an estimated $521K added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q1 2023 was Osaic Holdings, an estimated $913K sold.
Based on aggregated 13F filings for Q1 2023.