Innovator US Small Cap Power Buffer ETF July
KJUL
92 hedge funds and large institutions have $145M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 37 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
37% more capital invested
Capital invested by funds: $105M → $145M (+$39.5M)
16.84% more ownership
Funds ownership: 70.15% → 86.99% (+17%)
15% more funds holding
Funds holding: 80 → 92 (+12)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
65% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$17.5M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$10.5M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$8.89M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$716K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
Motiv8 Investments
Port St. Lucie,
Florida
|
-$4.81M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$365K |
| 3 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$333K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$303K |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$302K |
KJUL Hedge Fund Activity: Q4 2024 in Review
92 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q4 2024, worth a combined $145M — up 37% from $105M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new KJUL positions and 6 closed out — a net gain of 14 holders — while 13 added to existing stakes and 37 trimmed.
The largest buyer was O'Donnell Financial Services, adding an estimated $17.5M. The largest seller was Motiv8 Investments, exiting entirely with an estimated $4.81M sold.
- 92 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q4 2024, up from 80 in Q3 2024.
- Funds reported $145M of Innovator US Small Cap Power Buffer ETF July stock for Q4 2024, up 37% quarter-over-quarter.
- 20 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q4 2024 and 6 closed out, a net change of +14 holders.
- The largest Innovator US Small Cap Power Buffer ETF July buyer in Q4 2024 was O'Donnell Financial Services, an estimated $17.5M added.
- The largest Innovator US Small Cap Power Buffer ETF July seller in Q4 2024 was Motiv8 Investments, an estimated $4.81M sold.
Based on aggregated 13F filings for Q4 2024.