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Innovator US Small Cap Power Buffer ETF July

80 hedge funds and large institutions have $105M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

17% more capital invested

Capital invested by funds: $89.6M → $105M (+$15.6M)

5% more funds holding

Funds holding: 7680 (+4)

1.14% more ownership

Funds ownership: 69.01%70.15% (+1.1%)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
34
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$17.5M -$289K -10,164 -2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.66M -$768K -27,031 -8%
AF
3
Allworth Financial
California
$5.59M +$5.22M +183,572 +2,168%
MWM
4
Maltin Wealth Management
New Jersey
$5.54M +$12.5K +440 +0.2%
MI
5
Motiv8 Investments
Florida
$4.81M +$2.27M +79,920 +94%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.62M +$399K +14,044 +13%
OBWG
7
Onyx Bridge Wealth Group
New York
$2.87M +$24.3K +854 +0.9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.77M +$587K +20,638 +28%
BFG
9
Berger Financial Group
Minnesota
$2.46M +$35.3K +1,241 +1%
KAS
10
Kestra Advisory Services
Texas
$2.36M -$86.7K -3,050 -4%
RA
11
RFG Advisory
Alabama
$2.31M +$2.25M +79,210 New
William Blair & Company
12
William Blair & Company
Illinois
$2.19M +$920K +32,362 +76%
PS
13
Principal Securities
Iowa
$2.06M +$233K +8,206 +13%
DI
14
Diligent Investors
California
$1.97M
FFA
15
Fragasso Financial Advisors
Pennsylvania
$1.85M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.79M +$850K +29,922 +94%
ODFS
17
O'Donnell Financial Services
California
$1.65M -$65.5K -2,305 -4%
IFG
18
Independent Financial Group
California
$1.63M +$114K +4,000 +8%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.59M +$388K +13,640 +33%
CWS
20
Cypress Wealth Services
California
$1.49M +$49.8K +1,753 +4%
CA
21
Corrado Advisors
New Jersey
$1.38M -$52.5K -1,849 -4%
CAG
22
Compass Advisory Group
New York
$1.34M +$316K +11,131 +32%
CB
23
Chris Bulman
California
$1.26M -$38.9K -1,369 -3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.07M +$75.8K +2,667 +8%
AAS
25
Avantax Advisory Services
Texas
$1.04M -$8.75K -308 -0.9%

KJUL Hedge Fund Activity: Q3 2024 in Review

80 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q3 2024, worth a combined $105M — up 17% from $89.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KJUL positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 20 trimmed.

The largest buyer was Allworth Financial, adding an estimated $5.22M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.95M sold.

  • 80 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q3 2024, up from 76 in Q2 2024.
  • Funds reported $105M of Innovator US Small Cap Power Buffer ETF July stock for Q3 2024, up 17% quarter-over-quarter.
  • 12 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q3 2024 and 7 closed out, a net change of +5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q3 2024 was Allworth Financial, an estimated $5.22M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q3 2024 was Susquehanna International Group, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2024.