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Innovator Growth-100 Power Buffer ETF July

49 hedge funds and large institutions have $51.8M invested in Innovator Growth-100 Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $40.3M → $51.8M (+$11.5M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

3.5% more ownership

Funds ownership: 44.84%48.35% (+3.5%)

2% more funds holding

Funds holding: 4849 (+1)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1
Tradition Wealth Management
Minnesota
$10.1M -$281K -5,691 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.12M +$3.33M +67,323 +94%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.7M +$1.98M +40,130 +125%
SWP
4
Summit Wealth Partners
Florida
$3.66M +$391K +7,915 +12%
CWS
5
Cypress Wealth Services
California
$1.87M +$1.77M +35,917 New
SFA
6
Sequoia Financial Advisors
Ohio
$1.73M +$1.67M +33,793 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.67M -$31.5K -637 -2%
NA
8
NewEdge Advisors
Louisiana
$1.5M +$1.44M +29,237 New
DFA
9
DHJJ Financial Advisors
Illinois
$1.09M -$21K -425 -2%
AWM
10
AE Wealth Management
Kansas
$1.08M +$1.04M +21,010 New
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$1.01M +$4.1K +83 +0.4%
HighTower Advisors
12
HighTower Advisors
Illinois
$983K +$57.5K +1,164 +6%
OWA
13
Outlook Wealth Advisors
Texas
$919K +$155K +3,129 +21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$854K -$89.8K -1,818 -10%
KAS
15
Kestra Advisory Services
Texas
$764K +$325K +6,577 +79%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$697K +$194K +3,917 +40%
DI
17
Diligent Investors
California
$683K -$22.2K -450 -3%
SB
18
Strategic Blueprint
Georgia
$668K +$644K +13,036 New
PWA
19
Pillar Wealth Advisors
Pennsylvania
$666K
SPIA
20
Steward Partners Investment Advisory
New York
$662K +$417K +8,439 +189%
CAN
21
Cetera Advisor Networks
California
$651K -$1.46M -29,465 -70%
PWM
22
PRW Wealth Management
Massachusetts
$642K +$642K +13,000 +224%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$640K -$37.7K -763 -6%
SWA
24
Stratos Wealth Advisors
Ohio
$593K -$50.8K -1,028 -8%
CBFP
25
Cedar Brook Financial Partners
Ohio
$579K +$558K +11,293 New

NJUL Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q2 2023, worth a combined $51.8M — up 29% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NJUL positions and 10 closed out — a net gain of 2 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.33M. The largest seller was Cetera Advisor Networks, cutting an estimated $1.46M.

  • 49 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q2 2023, up from 48 in Q1 2023.
  • Funds reported $51.8M of Innovator Growth-100 Power Buffer ETF July stock for Q2 2023, up 29% quarter-over-quarter.
  • 12 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q2 2023 and 10 closed out, a net change of +2 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q2 2023 was Osaic Holdings, an estimated $3.33M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q2 2023 was Cetera Advisor Networks, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2023.