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Innovator Growth-100 Power Buffer ETF July
NJUL

101 hedge funds and large institutions have $159M invested in Innovator Growth-100 Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $119M → $159M (+$39.8M)

15% more funds holding

Funds holding: 88 → 101 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15.81% less ownership

Funds ownership: 72.25% → 56.44% (-16%)

Holders
101
Holders Change
+13
Holders Change %
+14.77%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
49
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCS
Personal CFO Solutions
New Jersey
+$6.52M
2
MCM
MAI Capital Management
Ohio
+$5.86M
3
HighTower Advisors
HighTower Advisors
Illinois
+$5.75M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.01M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
LJAC
L.J. Altfest & Co
New York
-$22.4M
2
LPL Financial
LPL Financial
California
-$2.52M
3
CWS
Cypress Wealth Services
California
-$1.05M
4
BMM
Berkshire Money Management
Massachusetts
-$964K
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$634K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$669K +$65.7K +1,106 +11%
WIA
52
World Investment Advisors
California
$665K +$650K +10,936 New
FA
53
FSA Advisors
Michigan
$618K +$64.8K +1,091 +12%
JCM
54
Jacobi Capital Management
Pennsylvania
$598K +$335K +5,646 +135%
CFS
55
CRA Financial Services
New Jersey
$588K – – –
AWM
56
Avior Wealth Management
Nebraska
$568K – – –
VWA
57
Visionary Wealth Advisors
Illinois
$555K +$68K +1,144 +14%
FFS
58
Founders Financial Securities
Maryland
$525K +$772 +13 +0.2%
William Blair & Company
59
William Blair & Company
Illinois
$523K -$363K -6,107 -42%
TF
60
Trek Financial
Arizona
$509K +$498K +8,374 New
VBFP
61
Valtinson Bruner Financial Planning
Minnesota
$507K -$634K -10,672 -56%
AWM
62
Alterna Wealth Management
Texas
$497K +$486K +8,171 New
SCA
63
Snowden Capital Advisors
New York
$481K +$240K +4,040 +105%
GS
64
GTS Securities
New York
$477K +$466K +7,849 New
RAS
65
RPS Advisory Solutions
Kentucky
$447K +$70.8K +1,191 +19%
AAS
66
Avantax Advisory Services
Texas
$445K +$126K +2,114 +41%
CAC
67
Certified Advisory Corp
Florida
$441K +$431K +7,251 New
BWM
68
BCS Wealth Management
Tennessee
$428K +$5.88K +99 +1%
IFG
69
Independent Financial Group
California
$423K +$196K +3,300 +90%
CAG
70
Csenge Advisory Group
Florida
$396K – – –
KWM
71
KFG Wealth Management
Indiana
$395K +$58.6K +987 +18%
SWA
72
Stratos Wealth Advisors
Ohio
$382K +$54.1K +911 +17%
KWS
73
Keystone Wealth Services
California
$371K – – –
CPA
74
Clear Point Advisors
New York
$352K – – –
SS
75
Sunbelt Securities
Texas
$326K -$1.49K -25 -0.5%
1 2
3
4 5

NJUL Hedge Fund Activity: Q3 2024 in Review

101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q3 2024, worth a combined $159M — up 33% from $119M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NJUL positions and 7 closed out — a net gain of 13 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $6.52M. The largest seller was L.J. Altfest & Co, cutting an estimated $22.4M.

  • 101 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q3 2024, up from 88 in Q2 2024.
  • Funds reported $159M of Innovator Growth-100 Power Buffer ETF July stock for Q3 2024, up 33% quarter-over-quarter.
  • 20 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q3 2024 and 7 closed out, a net change of +13 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q3 2024 was Personal CFO Solutions, an estimated $6.52M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q3 2024 was L.J. Altfest & Co, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2024.