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Innovator Growth-100 Power Buffer ETF July

88 hedge funds and large institutions have $119M invested in Innovator Growth-100 Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

8.11% more ownership

Funds ownership: 64.13%72.25% (+8.1%)

1% more funds holding

Funds holding: 8788 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $127M → $119M (-$7.68M)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
20
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$26.1M -$454K -7,789 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.02M +$605K +10,374 +11%
TWM
3
Tradition Wealth Management
Minnesota
$5.51M -$164K -2,814 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.17M -$201K -3,447 -4%
LPL Financial
5
LPL Financial
California
$4.75M +$275K +4,718 +6%
Truist Financial
6
Truist Financial
North Carolina
$4.14M -$319K -5,466 -7%
OBWG
7
Onyx Bridge Wealth Group
New York
$3.12M -$11.1K -191 -0.4%
SB
8
Strategic Blueprint
Georgia
$3.01M +$396K +6,796 +16%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.72M -$160K -2,753 -6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.71M -$348K -5,973 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.64M -$158K -2,717 -6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.46M +$1.09M +18,712 +83%
MI
13
Motiv8 Investments
Florida
$2.4M -$14.7K -252 -0.6%
CWS
14
Cypress Wealth Services
California
$2.14M
ODFS
15
O'Donnell Financial Services
California
$2.05M -$20K -344 -1%
NA
16
NewEdge Advisors
Louisiana
$2.01M -$5.07K -87 -0.3%
SFA
17
Sequoia Financial Advisors
Ohio
$1.93M
DI
18
Diligent Investors
California
$1.82M
MCM
19
MAI Capital Management
Ohio
$1.76M +$1.43M +24,536 +481%
CA
20
Corrado Advisors
New Jersey
$1.76M +$1.72M +29,534 New
AF
21
Advisornet Financial
Minnesota
$1.66M +$1.08M +18,594 +200%
AWM
22
AE Wealth Management
Kansas
$1.57M +$723K +12,413 +89%
KAS
23
Kestra Advisory Services
Texas
$1.55M +$168K +2,878 +12%
PS
24
Principal Securities
Iowa
$1.5M -$9.62K -165 -0.6%
SPIA
25
Steward Partners Investment Advisory
New York
$1.35M +$87.5K +1,501 +7%

NJUL Hedge Fund Activity: Q2 2024 in Review

88 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q2 2024, worth a combined $119M — down 6.1% from $127M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NJUL positions and 10 closed out — a net gain of 3 holders — while 20 added to existing stakes and 31 trimmed.

The largest buyer was Corrado Advisors, opening a new position worth an estimated $1.72M. The largest seller was Summit Wealth Partners, cutting an estimated $3.26M.

  • 88 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q2 2024, up from 87 in Q1 2024.
  • Funds reported $119M of Innovator Growth-100 Power Buffer ETF July stock for Q2 2024, down 6.1% quarter-over-quarter.
  • 13 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q2 2024 and 10 closed out, a net change of +3 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q2 2024 was Corrado Advisors, an estimated $1.72M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q2 2024 was Summit Wealth Partners, an estimated $3.26M sold.

Based on aggregated 13F filings for Q2 2024.