Innovator US Equity Power Buffer ETF July
PJUL
214 hedge funds and large institutions have $612M invested in Innovator US Equity Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 82 reducing their positions, and 17 closing their positions.
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
10.93% more ownership
Funds ownership: 74.99% → 85.92% (+11%)
3% more funds holding
Funds holding: 208 → 214 (+6)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2% less capital invested
Capital invested by funds: $624M → $612M (-$12.2M)
38% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$23.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$13.7M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$10.2M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$7.32M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$23.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$13.8M |
| 3 |
HWM
HFG Wealth Management
The Woodlands,
Texas
|
-$10.3M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$6.92M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$5.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
226
Two Sigma Securities
New York
| – | -$212K | -5,591 | Closed |
|
|
ZIMP
227
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| – | -$211K | -5,549 | Closed |
|
|
TWP
228
TFO Wealth Partners
Maumee,
Ohio
| – | -$177K | -4,659 | Closed |
|
229
UBS Group
Zurich,
Switzerland
| – | -$49.4K | -1,301 | Closed |
|
230
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$43K | -1,123 | Closed |
|
|
VL
231
Vima LLC
Troy,
Michigan
| – | -$14.6K | -461 | Closed |
|
PJUL Hedge Fund Activity: Q2 2024 in Review
214 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2024, worth a combined $612M — down 1.9% from $624M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PJUL positions and 17 closed out — a net gain of 10 holders — while 51 added to existing stakes and 82 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $23.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $23.3M.
- 214 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2024, up from 208 in Q1 2024.
- Funds reported $612M of Innovator US Equity Power Buffer ETF July stock for Q2 2024, down 1.9% quarter-over-quarter.
- 27 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2024 and 17 closed out, a net change of +10 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2024 was Brookstone Capital Management, an estimated $23.5M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $23.3M sold.
Based on aggregated 13F filings for Q2 2024.