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Innovator Growth-100 Power Buffer ETF July
NJUL

28 hedge funds and large institutions have $24.4M invested in Innovator Growth-100 Power Buffer ETF July in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

65% more funds holding

Funds holding: 17 → 28 (+11)

28% more capital invested

Capital invested by funds: $19.1M → $24.4M (+$5.3M)

6.64% more ownership

Funds ownership: 37.17% → 43.82% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
28
Holders Change
+11
Holders Change %
+64.71%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
1
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.22M
2
Wolverine Trading
Wolverine Trading
Illinois
+$881K
3
ACM
Arlington Capital Management
Illinois
+$661K
4
Goldman Sachs
Goldman Sachs
New York
+$587K
5
Truist Financial
Truist Financial
North Carolina
+$318K

Top Sellers

1
PCS
Personal CFO Solutions
New Jersey
-$2.59M
2
AAS
Avantax Advisory Services
Texas
-$470K
3
CWG
Cornerstone Wealth Group
North Carolina
-$407K
4
ACM
Avalon Capital Management
California
-$352K
5
SWP
Summit Wealth Partners
Florida
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
1
Vantage Financial Partners (Illinois)
Illinois
$7.46M -$159K -3,650 -2%
ACM
2
Avalon Capital Management
California
$5.76M -$352K -8,080 -6%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.07M – – –
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.25M +$1.22M +28,049 New
Wolverine Trading
5
Wolverine Trading
Illinois
$903K +$881K +20,238 New
SS
6
Sunbelt Securities
Texas
$711K -$78.3K -1,799 -10%
ACM
7
Arlington Capital Management
Illinois
$677K +$661K +15,171 New
TWM
8
Tradition Wealth Management
Minnesota
$606K +$591K +13,571 New
Goldman Sachs
9
Goldman Sachs
New York
$602K +$587K +13,471 New
DFA
10
DHJJ Financial Advisors
Illinois
$599K +$584K +13,407 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$482K -$33.1K -760 -7%
D
12
Diversified
Delaware
$394K +$403K +9,255 New
Osaic Holdings
13
Osaic Holdings
Arizona
$358K +$2.05K +47 +0.6%
SWP
14
Summit Wealth Partners
Florida
$349K -$267K -6,122 -44%
Truist Financial
15
Truist Financial
North Carolina
$326K +$318K +7,295 New
CW
16
CreativeOne Wealth
Kansas
$277K +$270K +6,200 New
CA
17
Claro Advisors
Massachusetts
$269K +$262K +6,018 New
SWA
18
Stratos Wealth Advisors
Ohio
$252K +$246K +5,645 New
CA
19
Cetera Advisors
Colorado
$230K +$225K +5,160 New
KAS
20
Kestra Advisory Services
Texas
$216K +$211K +4,834 New
FFS
21
Founders Financial Securities
Maryland
$214K – – –
PCS
22
Personal CFO Solutions
New Jersey
$212K -$2.59M -59,551 -93%
Morgan Stanley
23
Morgan Stanley
New York
$81K +$79.5K +1,825 New
VFA
24
Valeo Financial Advisors
Indiana
$54K – – –
UBS Group
25
UBS Group
Switzerland
$49K +$48K +1,101 New
1
2

NJUL Hedge Fund Activity: Q4 2020 in Review

28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q4 2020, worth a combined $24.4M — up 28% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NJUL positions and 3 closed out — a net gain of 13 holders — while 1 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.22M. The largest seller was Personal CFO Solutions, cutting an estimated $2.59M.

  • 28 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q4 2020, up from 17 in Q3 2020.
  • Funds reported $24.4M of Innovator Growth-100 Power Buffer ETF July stock for Q4 2020, up 28% quarter-over-quarter.
  • 16 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q4 2020 and 3 closed out, a net change of +13 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q4 2020 was Susquehanna International Group, an estimated $1.22M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q4 2020 was Personal CFO Solutions, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2020.