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Innovator Growth-100 Power Buffer ETF July
NJUL
NJUL
34 hedge funds and large institutions have $27M invested in Innovator Growth-100 Power Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
21% more funds holding
Funds holding: 28 → 34 (+6)
9.89% less ownership
Funds ownership: 62.2% → 52.31% (-9.9%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
17% less capital invested
Capital invested by funds: $32.6M → $27M (-$5.57M)
Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$5.38M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$5.23M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$357K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$95.5K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$94K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cetera Investment Advisers
Schaumburg,
Illinois
| $200K | -$14.3K | -300 | -7% |
|
|
AAS
27
Avantax Advisory Services
Dallas,
Texas
| $200K | +$198K | +4,160 | New |
|
28
Morgan Stanley
New York
| $88K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $34K | +$33.4K | +702 | New |
|
|
CAL
30
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $31K | – | – | – |
|
31
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $8K | +$8.32K | +175 | New |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| $6K | – | – | – |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $5K | -$95.5K | -2,010 | -95% |
|
|
HI
34
Harbour Investments
Madison,
Wisconsin
| $5K | – | – | – |
|
|
PCS
35
Personal CFO Solutions
Chester,
New Jersey
| – | -$5.38M | -115,974 | Closed |
|
|
IFAM
36
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$45K | -980 | Closed |
|