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Innovator Growth-100 Power Buffer ETF July

25 hedge funds and large institutions have $22.9M invested in Innovator Growth-100 Power Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.04% more ownership

Funds ownership: 58.75%79.79% (+21%)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

4% more funds holding

Funds holding: 2425 (+1)

1% more capital invested

Capital invested by funds: $22.7M → $22.9M (+$187K)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
6
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Arlington Capital Management
Illinois
$5.29M -$96.8K -2,108 -2%
PCS
2
Personal CFO Solutions
New Jersey
$5.24M +$5.22M +113,701 New
TWM
3
Tradition Wealth Management
Minnesota
$2.56M +$2.87M +62,506 New
HighTower Advisors
4
HighTower Advisors
Illinois
$1.75M -$387K -8,437 -18%
Citadel Advisors
5
Citadel Advisors
Florida
$1.16M +$6.75K +147 +0.6%
Wolverine Trading
6
Wolverine Trading
Illinois
$812K +$53.8K +1,172 +7%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$715K +$706K +15,385 New
DFA
8
DHJJ Financial Advisors
Illinois
$628K -$413 -9 -0.1%
CA
9
Cambridge Advisors
Nebraska
$525K -$847K -18,460 -62%
Osaic Holdings
10
Osaic Holdings
Arizona
$469K +$70.3K +1,532 +18%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$467K -$6.89K -150 -1%
OIA
12
OneDigital Investment Advisors
Kansas
$465K +$463K +10,085 New
CA
13
Cetera Advisors
Colorado
$460K +$196K +4,271 +75%
D
14
Diversified
Delaware
$360K -$34.4K -749 -9%
SWP
15
Summit Wealth Partners
Florida
$347K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$321K -$613K -13,352 -66%
BWM
17
BCS Wealth Management
Tennessee
$313K +$312K +6,798 New
SWA
18
Stratos Wealth Advisors
Ohio
$281K +$12.8K +279 +5%
FFS
19
Founders Financial Securities
Maryland
$241K +$20K +436 +9%
CAN
20
Cetera Advisor Networks
California
$210K +$209K +4,555 New
Morgan Stanley
21
Morgan Stanley
New York
$84K
SB
22
Strategic Blueprint
Georgia
$81K +$80.6K +1,755 New
IFAM
23
Institutional & Family Asset Management
Colorado
$45K +$45K +980 New
CAL
24
Capital Analysts LLC
Pennsylvania
$30K +$29.8K +649 New
FGAM
25
Financial Gravity Asset Management
Texas
$11K

NJUL Hedge Fund Activity: Q2 2021 in Review

25 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q2 2021, worth a combined $22.9M — up 0.82% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NJUL positions and 8 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $5.22M. The largest seller was Vantage Financial Partners (Illinois), exiting entirely with an estimated $7.12M sold.

  • 25 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q2 2021, up from 24 in Q1 2021.
  • Funds reported $22.9M of Innovator Growth-100 Power Buffer ETF July stock for Q2 2021, up 0.82% quarter-over-quarter.
  • 9 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q2 2021 and 8 closed out, a net change of +1 holder.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q2 2021 was Personal CFO Solutions, an estimated $5.22M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q2 2021 was Vantage Financial Partners (Illinois), an estimated $7.12M sold.

Based on aggregated 13F filings for Q2 2021.