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Innovator Growth-100 Power Buffer ETF July

49 hedge funds and large institutions have $51.8M invested in Innovator Growth-100 Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $40.3M → $51.8M (+$11.5M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3.5% more ownership

Funds ownership: 44.84%48.35% (+3.5%)

2% more funds holding

Funds holding: 4849 (+1)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$579K +$561K +11,353 New
LFAS
27
Level Four Advisory Services
Texas
$566K -$318K -6,430 -37%
CA
28
CoreCap Advisors
Michigan
$516K +$498K +10,073 New
Cerity Partners
29
Cerity Partners
New York
$516K -$1.05M -21,279 -68%
AAS
30
Avantax Advisory Services
Texas
$512K +$3.56K +72 +0.7%
CA
31
Cetera Advisors
Colorado
$491K +$139K +2,815 +42%
AWM
32
Avior Wealth Management
Nebraska
$479K
LNC
33
Lincoln National Corp
Pennsylvania
$470K -$119K -2,407 -21%
CFD
34
Creative Financial Designs
Indiana
$433K -$3.95K -80 -0.9%
CAL
35
Capital Analysts LLC
Pennsylvania
$382K +$340K +6,872 +1,181%
CAG
36
Csenge Advisory Group
Florida
$363K
SS
37
Sunbelt Securities
Texas
$328K
BWM
38
BCS Wealth Management
Tennessee
$321K -$2.22K -45 -0.7%
CFS
39
CRA Financial Services
New Jersey
$300K +$29.6K +600 +11%
AWA
40
Arkadios Wealth Advisors
Georgia
$217K +$209K +4,240 New
AF
41
Advisornet Financial
Minnesota
$195K +$180K +3,635 +2,089%
IA
42
IFP Advisors
Florida
$178K
CF
43
Centaurus Financial
California
$144K -$103K -2,085 -43%
Morgan Stanley
44
Morgan Stanley
New York
$93.5K -$13.8K -280 -13%
HI
45
Harbour Investments
Wisconsin
$71.3K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$56K +$43.4K +878 +408%
BTI
47
Blue Trust Inc
Georgia
$41K +$42.8K +866 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$25K +$24.1K +488 New
SWM
49
Sugarloaf Wealth Management
Georgia
$15.4K +$14.8K +300 New
CA
50
Cambridge Advisors
Nebraska
-$1.35M -28,155 Closed

NJUL Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q2 2023, worth a combined $51.8M — up 29% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NJUL positions and 10 closed out — a net gain of 2 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.33M. The largest seller was Cetera Advisor Networks, cutting an estimated $1.46M.

  • 49 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q2 2023, up from 48 in Q1 2023.
  • Funds reported $51.8M of Innovator Growth-100 Power Buffer ETF July stock for Q2 2023, up 29% quarter-over-quarter.
  • 12 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q2 2023 and 10 closed out, a net change of +2 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q2 2023 was Osaic Holdings, an estimated $3.33M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q2 2023 was Cetera Advisor Networks, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2023.