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Innovator US Small Cap Power Buffer ETF July

76 hedge funds and large institutions have $89.6M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% less ownership

Funds ownership: 69.25%69.01% (-0.24%)

8% less funds holding

Funds holding: 8376 (-7)

15% less capital invested

Capital invested by funds: $106M → $89.6M (-$16.2M)

34% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 32

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
-7
Holders Change %
-8.43%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
21
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$16.9M -$121K -4,391 -0.7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.96M -$2.67M -97,177 -23%
MWM
3
Maltin Wealth Management
New Jersey
$5.24M +$185K +6,723 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.05M +$566K +20,596 +23%
OBWG
5
Onyx Bridge Wealth Group
New York
$2.7M +$38.2K +1,390 +1%
MI
6
Motiv8 Investments
Florida
$2.35M -$12.8K -467 -0.5%
KAS
7
Kestra Advisory Services
Texas
$2.32M +$366K +13,335 +19%
BFG
8
Berger Financial Group
Minnesota
$2.3M -$118K -4,282 -5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.06M -$312K -11,348 -13%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.95M +$1.62M +59,000 +503%
DI
11
Diligent Investors
California
$1.87M
FFA
12
Fragasso Financial Advisors
Pennsylvania
$1.76M -$130K -4,714 -7%
PS
13
Principal Securities
Iowa
$1.73M -$82 -3 -0%
ODFS
14
O'Donnell Financial Services
California
$1.63M -$20.9K -761 -1%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$1.46M -$358K -13,045 -20%
IFG
16
Independent Financial Group
California
$1.44M
CWS
17
Cypress Wealth Services
California
$1.37M
CA
18
Corrado Advisors
New Jersey
$1.36M +$927K +33,727 +218%
CB
19
Chris Bulman
California
$1.24M +$1.23M +44,730 New
William Blair & Company
20
William Blair & Company
Illinois
$1.18M
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$1.13M -$266K -9,689 -19%
PWA
22
Pillar Wealth Advisors
Pennsylvania
$1.07M -$121K -4,417 -10%
CIAS
23
Capital Investment Advisory Services
North Carolina
$1.04M -$40.1K -1,458 -4%
AAS
24
Avantax Advisory Services
Texas
$993K -$29.1K -1,060 -3%
GCP
25
Gill Capital Partners
Colorado
$979K +$6.49K +236 +0.7%

KJUL Hedge Fund Activity: Q2 2024 in Review

76 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q2 2024, worth a combined $89.6M — down 15% from $106M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KJUL and 7 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 21 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.62M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $5.22M sold.

  • 76 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q2 2024, down from 83 in Q1 2024.
  • Funds reported $89.6M of Innovator US Small Cap Power Buffer ETF July stock for Q2 2024, down 15% quarter-over-quarter.
  • 7 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q2 2024 and 11 closed out, a net change of -4 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q2 2024 was Susquehanna International Group, an estimated $1.62M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q2 2024 was Accuvest Global Advisors, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2024.