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Innovator Growth-100 Power Buffer ETF July
NJUL

109 hedge funds and large institutions have $148M invested in Innovator Growth-100 Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

8% more funds holding

Funds holding: 101 → 109 (+8)

1.22% more ownership

Funds ownership: 56.44% → 57.65% (+1.2%)

7% less capital invested

Capital invested by funds: $159M → $148M (-$10.8M)

65% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 48

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
17
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$3.48M
2
Jane Street
Jane Street
New York
+$2.01M
3
Goldman Sachs
Goldman Sachs
New York
+$1.31M
4
CW
CreativeOne Wealth
Kansas
+$966K
5
KAS
Kestra Advisory Services
Texas
+$863K

Top Sellers

1
PCS
Personal CFO Solutions
New Jersey
-$6.68M
2
MI
Motiv8 Investments
Florida
-$4.67M
3
PCA
Prosperity Capital Advisors
Ohio
-$2.55M
4
LJAC
L.J. Altfest & Co
New York
-$1.98M
5
AWM
AE Wealth Management
Kansas
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
51
Jacobi Capital Management
Pennsylvania
$617K – – –
CFS
52
CRA Financial Services
New Jersey
$607K – – –
VWA
53
Visionary Wealth Advisors
Illinois
$573K – – –
FFS
54
Founders Financial Securities
Maryland
$560K +$17.6K +283 +3%
AWM
55
Avior Wealth Management
Nebraska
$546K -$39.4K -635 -7%
VBFP
56
Valtinson Bruner Financial Planning
Minnesota
$523K -$434 -7 -0.1%
SWP
57
Summit Wealth Partners
Florida
$517K -$274K -4,418 -35%
TF
58
Trek Financial
Arizona
$505K -$20.1K -324 -4%
OMC
59
Old Mission Capital
Illinois
$502K +$272K +4,377 +121%
SCA
60
Snowden Capital Advisors
New York
$496K – – –
William Blair & Company
61
William Blair & Company
Illinois
$479K -$60.7K -978 -11%
RAS
62
RPS Advisory Solutions
Kentucky
$459K -$2.79K -45 -0.6%
CAC
63
Certified Advisory Corp
Florida
$455K – – –
CA
64
CoreCap Advisors
Michigan
$441K -$1.03M -16,611 -70%
IFG
65
Independent Financial Group
California
$437K – – –
AAS
66
Avantax Advisory Services
Texas
$422K -$37.4K -602 -8%
AWM
67
Alterna Wealth Management
Texas
$408K -$104K -1,675 -20%
KWM
68
KFG Wealth Management
Indiana
$403K -$5.34K -86 -1%
SWA
69
Stratos Wealth Advisors
Ohio
$394K – – –
SF
70
Seros Financial
Arizona
$390K +$407K +6,561 New
KWS
71
Keystone Wealth Services
California
$383K – – –
HA
72
Helium Advisors
Washington
$371K +$366K +5,905 New
BWM
73
BCS Wealth Management
Tennessee
$364K -$76.5K -1,233 -18%
CPA
74
Clear Point Advisors
New York
$351K -$12.4K -200 -3%
ACM
75
Arlington Capital Management
Illinois
$347K +$32.5K +523 +10%
1 2
3
4 5

NJUL Hedge Fund Activity: Q4 2024 in Review

109 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q4 2024, worth a combined $148M — down 6.8% from $159M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NJUL positions and 10 closed out — a net gain of 9 holders — while 17 added to existing stakes and 48 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.48M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $6.68M sold.

  • 109 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $148M of Innovator Growth-100 Power Buffer ETF July stock for Q4 2024, down 6.8% quarter-over-quarter.
  • 19 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q4 2024 and 10 closed out, a net change of +9 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q4 2024 was Osaic Holdings, an estimated $3.48M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q4 2024 was Personal CFO Solutions, an estimated $6.68M sold.

Based on aggregated 13F filings for Q4 2024.