Innovator US Equity Power Buffer ETF July
PJUL
208 hedge funds and large institutions have $624M invested in Innovator US Equity Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 100 reducing their positions, and 20 closing their positions.
1% less funds holding
Funds holding: 211 → 208 (-3)
5.39% less ownership
Funds ownership: 80.38% → 74.99% (-5.4%)
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
26% less capital invested
Capital invested by funds: $839M → $624M (-$215M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
70% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.8M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$6.56M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.57M |
| 4 |
MI
Motiv8 Investments
Port St. Lucie,
Florida
|
+$1.95M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$44.5M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$43.8M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$35.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$31.7M |
| 5 |
RFG
Range Financial Group
Tigard,
Oregon
|
-$17.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Wells Fargo
San Francisco,
California
| – | -$9.19K | -254 | Closed |
|
227
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7.71K | -213 | Closed |
|
|
IPW
228
Impact Partnership Wealth
Marietta,
Georgia
| – | -$3K | -83 | Closed |
|
PJUL Hedge Fund Activity: Q1 2024 in Review
208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2024, worth a combined $624M — down 26% from $839M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of PJUL and 17 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 30 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $6.8M. The largest seller was AE Wealth Management, cutting an estimated $44.5M.
- 208 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2024, down from 211 in Q4 2023.
- Funds reported $624M of Innovator US Equity Power Buffer ETF July stock for Q1 2024, down 26% quarter-over-quarter.
- 17 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2024 and 20 closed out, a net change of -3 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6.8M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q1 2024 was AE Wealth Management, an estimated $44.5M sold.
Based on aggregated 13F filings for Q1 2024.