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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
SS
76
Sunbelt Securities
Texas
$319K -$18.9K -304 -6%
CWS
77
Cypress Wealth Services
California
$315K -$820K -13,208 -72%
SWM
78
Sugarloaf Wealth Management
Georgia
$310K – – –
AWA
79
Arkadios Wealth Advisors
Georgia
$293K -$13.7K -220 -5%
LIWM
80
Long Island Wealth Management
New York
$288K – – –
RCM
81
Riggs Capital Management
Utah
$283K +$280K +4,512 New
CAL
82
Capital Analysts LLC
Pennsylvania
$282K – – –
GS
83
GWN Securities
Florida
$281K +$278K +4,481 New
AAS
84
Ameritas Advisory Services
Nebraska
$281K – – –
AA
85
Armis Advisers
Georgia
$279K +$276K +4,445 New
USCWA
86
U.S. Capital Wealth Advisors
Texas
$276K +$65.7K +1,059 +32%
SAG
87
SageView Advisory Group
California
$273K – – –
ACM
88
Avalon Capital Management
California
$270K – – –
LEFP
89
Leading Edge Financial Planning
Tennessee
$229K – – –
AWM
90
Accurate Wealth Management
Florida
$223K -$12.4K -200 -5%
SW
91
Schulz Wealth
Texas
$213K – – –
NAM
92
NorthCrest Asset Manangement
Minnesota
$212K – – –
MFG
93
MTM Financial Group
Pennsylvania
$205K +$203K +3,269 New
WS
94
Wedbush Securities
California
$204K +$201K +3,247 New
AF
95
Allworth Financial
California
$167K – – –
GTAM
96
Global Trust Asset Management
Florida
$157K – – –
EWA
97
EverSource Wealth Advisors
Alabama
$149K +$83.7K +1,348 +132%
Morgan Stanley
98
Morgan Stanley
New York
$124K +$4.59K +74 +4%
HI
99
Harbour Investments
Wisconsin
$87.3K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$69K – – –
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.