Innovator Growth-100 Power Buffer ETF July
NJUL
25 hedge funds and large institutions have $22.9M invested in Innovator Growth-100 Power Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 8 closing their positions.
21.04% more ownership
Funds ownership: 58.75% → 79.79% (+21%)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
4% more funds holding
Funds holding: 24 → 25 (+1)
1% more capital invested
Capital invested by funds: $22.7M → $22.9M (+$187K)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$5.22M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$2.87M |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$706K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$463K |
| 5 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
+$312K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFPI
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
-$7.12M |
| 2 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
-$847K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$613K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$387K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$331K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFPI
26
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| – | -$7.12M | -156,580 | Closed |
|
|
27
Truist Financial
Charlotte,
North Carolina
| – | -$331K | -7,295 | Closed |
|
|
CW
28
CreativeOne Wealth
Overland Park,
Kansas
| – | -$282K | -6,200 | Closed |
|
|
OMC
29
Old Mission Capital
Chicago,
Illinois
| – | -$230K | -5,062 | Closed |
|
|
VFA
30
Valeo Financial Advisors
Carmel,
Indiana
| – | -$55K | -1,214 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$50K | -1,095 | Closed |
|
|
CAAS
32
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$6K | -130 | Closed |
|
|
MF
33
Manchester Financial
Westlake Village,
California
| – | -$5K | -100 | Closed |
|
NJUL Hedge Fund Activity: Q2 2021 in Review
25 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q2 2021, worth a combined $22.9M — up 0.82% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NJUL positions and 8 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $5.22M. The largest seller was Vantage Financial Partners (Illinois), exiting entirely with an estimated $7.12M sold.
- 25 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q2 2021, up from 24 in Q1 2021.
- Funds reported $22.9M of Innovator Growth-100 Power Buffer ETF July stock for Q2 2021, up 0.82% quarter-over-quarter.
- 9 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q2 2021 and 8 closed out, a net change of +1 holder.
- The largest Innovator Growth-100 Power Buffer ETF July buyer in Q2 2021 was Personal CFO Solutions, an estimated $5.22M added.
- The largest Innovator Growth-100 Power Buffer ETF July seller in Q2 2021 was Vantage Financial Partners (Illinois), an estimated $7.12M sold.
Based on aggregated 13F filings for Q2 2021.