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Innovator Growth-100 Power Buffer ETF July

52 hedge funds and large institutions have $72.2M invested in Innovator Growth-100 Power Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

109% more capital invested

Capital invested by funds: $34.5M → $72.2M (+$37.7M)

49% more funds holding

Funds holding: 3552 (+17)

6.61% less ownership

Funds ownership: 70.59%63.99% (-6.6%)

Holders
52
Holders Change
+17
Holders Change %
+48.57%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
17
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
26
Diligent Investors
California
$499K +$53.4K +1,200 +11%
LNC
27
Lincoln National Corp
Pennsylvania
$487K +$145K +3,253 +39%
CA
28
Cetera Advisors
Colorado
$430K
RJFSA
29
Raymond James Financial Services Advisors
Florida
$426K +$452K +10,145 New
SOS
30
Silver Oak Securities
Tennessee
$421K +$369K +8,295 New
SCFS
31
S.C. Financial Services
Arizona
$392K +$61.8K +1,389 +17%
BWM
32
BCS Wealth Management
Tennessee
$384K +$63.7K +1,432 +19%
KAS
33
Kestra Advisory Services
Texas
$360K +$4.36K +98 +1%
CFD
34
Creative Financial Designs
Indiana
$316K +$335K +7,520 New
SS
35
Sunbelt Securities
Texas
$304K -$22.4K -503 -7%
AAS
36
Avantax Advisory Services
Texas
$303K +$321K +7,213 New
CA
37
CoreCap Advisors
Michigan
$291K +$308K +6,916 New
BCM
38
Brookstone Capital Management
Illinois
$289K +$310K +6,960 New
PWM
39
PRW Wealth Management
Massachusetts
$248K +$263K +5,900 New
AWM
40
AE Wealth Management
Kansas
$238K +$252K +5,669 New
FFS
41
Founders Financial Securities
Maryland
$221K
CAG
42
Csenge Advisory Group
Florida
$212K +$225K +5,047 New
SPIA
43
Steward Partners Investment Advisory
New York
$188K +$199K +4,475 New
TAM
44
Tucker Asset Management
Colorado
$80.9K +$83.5K +1,875 New
Morgan Stanley
45
Morgan Stanley
New York
$77K
IA
46
IFP Advisors
Florida
$66K
HI
47
Harbour Investments
Wisconsin
$63K
CWM
48
Castle Wealth Management
Florida
$55K
WCAMG
49
Woodard & Company Asset Management Group
North Carolina
$42K
UBS Group
50
UBS Group
Switzerland
$32K +$34.2K +769 New

NJUL Hedge Fund Activity: Q3 2022 in Review

52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q3 2022, worth a combined $72.2M — up 109% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NJUL positions and 4 closed out — a net gain of 17 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Round Table Services, opening a new position worth an estimated $21.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.27M.

  • 52 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q3 2022, up from 35 in Q2 2022.
  • Funds reported $72.2M of Innovator Growth-100 Power Buffer ETF July stock for Q3 2022, up 109% quarter-over-quarter.
  • 21 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q3 2022 and 4 closed out, a net change of +17 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q3 2022 was Round Table Services, an estimated $21.5M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q3 2022 was Commonwealth Equity Services, an estimated $6.27M sold.

Based on aggregated 13F filings for Q3 2022.