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Innovator Growth-100 Power Buffer ETF July

52 hedge funds and large institutions have $72.2M invested in Innovator Growth-100 Power Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

109% more capital invested

Capital invested by funds: $34.5M → $72.2M (+$37.7M)

49% more funds holding

Funds holding: 3552 (+17)

6.61% less ownership

Funds ownership: 70.59%63.99% (-6.6%)

Holders
52
Holders Change
+17
Holders Change %
+48.57%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
17
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTS
1
Round Table Services
New Jersey
$20.3M +$21.5M +482,625 New
TWM
2
Tradition Wealth Management
Minnesota
$9.21M +$4.06M +91,230 +58%
GI
3
Gradient Investments
Minnesota
$5.75M +$6.1M +136,953 New
PCS
4
Personal CFO Solutions
New Jersey
$4.35M -$60.6K -1,362 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.29M +$423K +9,501 +14%
SWP
6
Summit Wealth Partners
Florida
$2.76M +$2.55M +57,348 +694%
CAN
7
Cetera Advisor Networks
California
$2.05M +$2.17M +48,790 New
HighTower Advisors
8
HighTower Advisors
Illinois
$1.8M +$211K +4,742 +12%
SWA
9
Stratos Wealth Advisors
Ohio
$1.58M -$979 -22 -0.1%
CIAS
10
Capital Investment Advisory Services
North Carolina
$1.53M
RGF
11
Retirement Guys Formula
Ohio
$1.37M +$1.45M +32,574 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.17M -$6.27M -140,951 -84%
CA
13
Cambridge Advisors
Nebraska
$1.13M +$385K +8,645 +47%
Citadel Advisors
14
Citadel Advisors
Florida
$1.02M +$12K +269 +1%
LFAS
15
Level Four Advisory Services
Texas
$992K +$1.05M +23,616 New
DFA
16
DHJJ Financial Advisors
Illinois
$991K +$89.2K +2,005 +9%
OMC
17
Old Mission Capital
Illinois
$987K +$1.05M +23,488 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$957K +$736K +16,541 +266%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$787K +$424K +9,517 +103%
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$733K +$169K +3,794 +28%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$720K +$106K +2,375 +16%
OWA
22
Outlook Wealth Advisors
Texas
$668K +$707K +15,893 New
AMC
23
Asset Management Corp
Illinois
$599K +$635K +14,263 New
PWA
24
Pillar Wealth Advisors
Pennsylvania
$546K +$50.7K +1,140 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$519K +$550K +12,354 New

NJUL Hedge Fund Activity: Q3 2022 in Review

52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q3 2022, worth a combined $72.2M — up 109% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NJUL positions and 4 closed out — a net gain of 17 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Round Table Services, opening a new position worth an estimated $21.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.27M.

  • 52 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q3 2022, up from 35 in Q2 2022.
  • Funds reported $72.2M of Innovator Growth-100 Power Buffer ETF July stock for Q3 2022, up 109% quarter-over-quarter.
  • 21 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q3 2022 and 4 closed out, a net change of +17 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q3 2022 was Round Table Services, an estimated $21.5M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q3 2022 was Commonwealth Equity Services, an estimated $6.27M sold.

Based on aggregated 13F filings for Q3 2022.