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Innovator Growth-100 Power Buffer ETF July

51 hedge funds and large institutions have $66.8M invested in Innovator Growth-100 Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 5251 (-1)

3.44% less ownership

Funds ownership: 63.99%60.55% (-3.4%)

8% less capital invested

Capital invested by funds: $72.2M → $66.8M (-$5.46M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
20
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$20.8M +$21M +487,930 New
TWM
2
Tradition Wealth Management
Minnesota
$8.56M -$976K -22,645 -9%
PCS
3
Personal CFO Solutions
New Jersey
$4.39M -$8.66K -201 -0.2%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.34M +$1.02M +23,769 +30%
SWP
5
Summit Wealth Partners
Florida
$2.71M -$86K -1,996 -3%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.93M +$111K +2,584 +6%
CAN
7
Cetera Advisor Networks
California
$1.92M -$162K -3,755 -8%
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$1.74M +$1.76M +40,937 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.38M +$417K +9,681 +43%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.28M +$103K +2,384 +9%
CA
11
Cambridge Advisors
Nebraska
$1.21M +$64.9K +1,505 +6%
PWM
12
PRW Wealth Management
Massachusetts
$1.05M +$1.26M +29,300 +497%
LFAS
13
Level Four Advisory Services
Texas
$1.02M +$17.7K +410 +2%
DFA
14
DHJJ Financial Advisors
Illinois
$947K -$66.1K -1,533 -6%
SWA
15
Stratos Wealth Advisors
Ohio
$917K -$690K -15,999 -43%
VBFP
16
Valtinson Bruner Financial Planning
Minnesota
$849K +$84.3K +1,955 +11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$806K +$78.6K +1,824 +11%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$701K -$96.1K -2,229 -12%
OWA
19
Outlook Wealth Advisors
Texas
$688K +$11.5K +267 +2%
AMC
20
Asset Management Corp
Illinois
$607K
DI
21
Diligent Investors
California
$586K +$81.9K +1,900 +16%
PWA
22
Pillar Wealth Advisors
Pennsylvania
$553K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$531K +$5.69K +132 +1%
LNC
24
Lincoln National Corp
Pennsylvania
$493K
CA
25
Cetera Advisors
Colorado
$482K +$47.4K +1,100 +11%

NJUL Hedge Fund Activity: Q4 2022 in Review

51 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q4 2022, worth a combined $66.8M — down 7.6% from $72.2M a quarter earlier.

Fund positioning in NJUL was balanced in Q4 2022: 10 funds opened new positions, 10 closed out, 20 added to existing stakes and 10 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $21M. The largest seller was Gradient Investments, exiting entirely with an estimated $5.75M sold.

  • 51 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q4 2022, down from 52 in Q3 2022.
  • Funds reported $66.8M of Innovator Growth-100 Power Buffer ETF July stock for Q4 2022, down 7.6% quarter-over-quarter.
  • 10 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q4 2022 and 10 closed out, a net change of 0 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q4 2022 was Cerity Partners, an estimated $21M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q4 2022 was Gradient Investments, an estimated $5.75M sold.

Based on aggregated 13F filings for Q4 2022.