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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$21M |
| 2 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$1.76M |
| 3 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
+$1.26M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.02M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$485K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$5.75M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$1.53M |
| 3 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$1.37M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$987K |
| 5 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$976K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
51
NewEdge Advisors
New Orleans,
Louisiana
| $4.64K | +$4.7K | +109 | New |
|
|
GI
52
Gradient Investments
Arden Hills,
Minnesota
| – | -$5.75M | -136,953 | Closed |
|
|
CIAS
53
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$1.53M | -36,316 | Closed |
|
|
RGF
54
Retirement Guys Formula
Maumee,
Ohio
| – | -$1.37M | -32,574 | Closed |
|
|
OMC
55
Old Mission Capital
Chicago,
Illinois
| – | -$987K | -23,488 | Closed |
|
|
SOS
56
Silver Oak Securities
Jackson,
Tennessee
| – | -$421K | -8,295 | Closed |
|
|
AWM
57
AE Wealth Management
Topeka,
Kansas
| – | -$238K | -5,669 | Closed |
|
|
TAM
58
Tucker Asset Management
Littleton,
Colorado
| – | -$80.9K | -1,875 | Closed |
|
|
CWM
59
Castle Wealth Management
West Palm Beach,
Florida
| – | -$55K | -1,300 | Closed |
|
60
UBS Group
Zurich,
Switzerland
| – | -$32K | -769 | Closed |
|
|
SWA
61
Sutton Wealth Advisors
Tampa,
Florida
| – | -$9.25K | -220 | Closed |
|
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.