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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
WTFG
101
Wood Tarver Financial Group
Idaho
$59K +$59.1K +953 New
US Bancorp
102
US Bancorp
Minnesota
$39.2K – – –
FNWA
103
Financial Network Wealth Advisors
Utah
$28.8K – – –
Wells Fargo
104
Wells Fargo
California
$21.7K +$21.4K +345 New
SAM
105
Synergy Asset Management
Washington
$4.56K +$4.65K +75 New
UBS Group
106
UBS Group
Switzerland
$3.39K +$3.35K +54 New
LC
107
Luminist Capital
Michigan
$2.95K +$2.92K +47 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$1.51K +$1.49K +24 New
AssetMark Inc
109
AssetMark Inc
California
$1.26K +$1.24K +20 New
JP Morgan Chase
110
JP Morgan Chase
New York
$31 – – –
PCS
111
Personal CFO Solutions
New Jersey
– -$6.68M -109,801 Closed
MI
112
Motiv8 Investments
Florida
– -$4.67M -76,728 Closed
PCA
113
Prosperity Capital Advisors
Ohio
– -$2.55M -41,932 Closed
SRA
114
Secured Retirement Advisors
Minnesota
– -$680K -11,183 Closed
GS
115
GTS Securities
New York
– -$477K -7,849 Closed
CAG
116
Csenge Advisory Group
Florida
– -$396K -6,475 Closed
IWP
117
Innova Wealth Partners
Pennsylvania
– -$304K -5,003 Closed
WFS
118
WealthGarden F.S.
California
– -$213K -3,500 Closed
WP
119
WealthShield Partners
North Carolina
– -$81.3K -1,336 Closed
PW
120
Paladin Wealth
Minnesota
– -$4.5K -74 Closed
1 2 3 4
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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.