We are live on ! Find out more
NJUL icon

Innovator Growth-100 Power Buffer ETF July
NJUL

51 hedge funds and large institutions have $66.8M invested in Innovator Growth-100 Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 52 → 51 (-1)

3.44% less ownership

Funds ownership: 63.99% → 60.55% (-3.4%)

8% less capital invested

Capital invested by funds: $72.2M → $66.8M (-$5.46M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
20
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$21M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$1.76M
3
PWM
PRW Wealth Management
Massachusetts
+$1.26M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.02M
5
Wolverine Trading
Wolverine Trading
Illinois
+$485K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$5.75M
2
CIAS
Capital Investment Advisory Services
North Carolina
-$1.53M
3
RGF
Retirement Guys Formula
Ohio
-$1.37M
4
OMC
Old Mission Capital
Illinois
-$987K
5
TWM
Tradition Wealth Management
Minnesota
-$976K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
26
Wolverine Trading
Illinois
$479K +$485K +11,250 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$425K -$6.51K -151 -1%
AAS
28
Avantax Advisory Services
Texas
$422K +$117K +2,704 +37%
SCFS
29
S.C. Financial Services
Arizona
$397K – – –
BCM
30
Brookstone Capital Management
Illinois
$395K +$98.4K +2,282 +33%
BWM
31
BCS Wealth Management
Tennessee
$389K – – –
IA
32
IFP Advisors
Florida
$380K +$328K +7,607 +476%
CFD
33
Creative Financial Designs
Indiana
$362K +$43.1K +1,000 +13%
Goldman Sachs
34
Goldman Sachs
New York
$347K +$352K +8,166 New
KAS
35
Kestra Advisory Services
Texas
$344K -$21.5K -500 -6%
CA
36
CoreCap Advisors
Michigan
$326K +$32.4K +752 +11%
SS
37
Sunbelt Securities
Texas
$307K – – –
CAG
38
Csenge Advisory Group
Florida
$301K +$87.4K +2,028 +40%
CFS
39
CRA Financial Services
New Jersey
$280K +$283K +6,572 New
Citadel Advisors
40
Citadel Advisors
Florida
$232K -$815K -18,921 -78%
FFS
41
Founders Financial Securities
Maryland
$224K – – –
MML Investors Services
42
MML Investors Services
Massachusetts
$223K +$226K +5,250 New
SPIA
43
Steward Partners Investment Advisory
New York
$190K – – –
Morgan Stanley
44
Morgan Stanley
New York
$89.6K +$12.1K +280 +15%
HI
45
Harbour Investments
Wisconsin
$62.1K – – –
USCWA
46
U.S. Capital Wealth Advisors
Texas
$52K +$52.7K +1,223 New
WCAMG
47
Woodard & Company Asset Management Group
North Carolina
$42.5K – – –
CAL
48
Capital Analysts LLC
Pennsylvania
$25K +$25.1K +582 New
CA
49
Corrado Advisors
New Jersey
$8.51K +$8.62K +200 New
AF
50
Advisornet Financial
Minnesota
$7.4K – – –
1
2
3

NJUL Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q4 2022, worth a combined $66.8M — down 7.6% from $72.2M a quarter earlier.

Fund positioning in NJUL was balanced in Q4 2022: 10 funds opened new positions, 10 closed out, 20 added to existing stakes and 10 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $21M. The largest seller was Gradient Investments, exiting entirely with an estimated $5.75M sold.

  • 51 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q4 2022, down from 52 in Q3 2022.
  • Funds reported $66.8M of Innovator Growth-100 Power Buffer ETF July stock for Q4 2022, down 7.6% quarter-over-quarter.
  • 10 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q4 2022 and 10 closed out, a net change of 0 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q4 2022 was Cerity Partners, an estimated $21M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q4 2022 was Gradient Investments, an estimated $5.75M sold.

Based on aggregated 13F filings for Q4 2022.