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Innovator Growth-100 Power Buffer ETF July

109 hedge funds and large institutions have $148M invested in Innovator Growth-100 Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

8% more funds holding

Funds holding: 101109 (+8)

1.22% more ownership

Funds ownership: 56.44%57.65% (+1.2%)

7% less capital invested

Capital invested by funds: $159M → $148M (-$10.8M)

65% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 48

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
17
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$13.8M +$3.48M +56,083 +34%
MCM
2
MAI Capital Management
Ohio
$7.72M -$334K -5,384 -4%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.92M -$269K -4,329 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.27M -$493K -7,942 -7%
TWM
5
Tradition Wealth Management
Minnesota
$6.13M -$152K -2,446 -2%
Truist Financial
6
Truist Financial
North Carolina
$5.71M +$43.4K +700 +0.8%
SB
7
Strategic Blueprint
Georgia
$4.48M -$119K -1,914 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.23M -$882K -14,207 -17%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.14M +$10.1K +162 +0.2%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.85M +$474K +7,639 +14%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.78M -$186K -3,003 -5%
OWA
12
Outlook Wealth Advisors
Texas
$3.56M -$302K -4,863 -8%
Raymond James Financial
13
Raymond James Financial
Florida
$3.41M +$3.37M +54,283 New
OBWG
14
Onyx Bridge Wealth Group
New York
$3.34M -$6.08K -98 -0.2%
FHC
15
First Heartland Consultants
Missouri
$3.19M +$15.6K +252 +0.5%
Jane Street
16
Jane Street
New York
$3.04M +$2.01M +32,393 +202%
KAS
17
Kestra Advisory Services
Texas
$2.79M +$863K +13,906 +46%
PS
18
Principal Securities
Iowa
$2.78M -$13.9K -224 -0.5%
ODFS
19
O'Donnell Financial Services
California
$2.43M +$635K +10,230 +32%
LPL Financial
20
LPL Financial
California
$2.3M -$52.4K -845 -2%
VWM
21
VanWeelden Wealth Management
Ohio
$2.29M +$2.26M +36,432 New
DI
22
Diligent Investors
California
$1.96M -$62.9K -1,013 -3%
SFA
23
Sequoia Financial Advisors
Ohio
$1.95M -$60.6K -976 -3%
RA
24
RFG Advisory
Alabama
$1.86M -$57.4K -925 -3%
LJAC
25
L.J. Altfest & Co
New York
$1.83M -$1.98M -31,950 -52%

NJUL Hedge Fund Activity: Q4 2024 in Review

109 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF July (NJUL) for Q4 2024, worth a combined $148M — down 6.8% from $159M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NJUL positions and 10 closed out — a net gain of 9 holders — while 17 added to existing stakes and 48 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.48M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $6.68M sold.

  • 109 institutional investors held Innovator Growth-100 Power Buffer ETF July (NJUL) as of Q4 2024, up from 101 in Q3 2024.
  • Funds reported $148M of Innovator Growth-100 Power Buffer ETF July stock for Q4 2024, down 6.8% quarter-over-quarter.
  • 19 funds opened new Innovator Growth-100 Power Buffer ETF July positions in Q4 2024 and 10 closed out, a net change of +9 holders.
  • The largest Innovator Growth-100 Power Buffer ETF July buyer in Q4 2024 was Osaic Holdings, an estimated $3.48M added.
  • The largest Innovator Growth-100 Power Buffer ETF July seller in Q4 2024 was Personal CFO Solutions, an estimated $6.68M sold.

Based on aggregated 13F filings for Q4 2024.