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Innovator US Equity Power Buffer ETF July
PJUL

241 hedge funds and large institutions have $782M invested in Innovator US Equity Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

100% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 48

28% more capital invested

Capital invested by funds: $612M → $782M (+$169M)

13% more funds holding

Funds holding: 214 → 241 (+27)

9.26% less ownership

Funds ownership: 85.92% → 76.66% (-9.3%)

Holders
241
Holders Change
+27
Holders Change %
+12.62%
% of All Funds
3.46%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
96
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCS
Personal CFO Solutions
New Jersey
+$19.7M
2
LC
Legacy CG
Texas
+$12.6M
3
William Blair & Company
William Blair & Company
Illinois
+$10.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.64M
5
Osaic Holdings
Osaic Holdings
Arizona
+$7.49M

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$2.94M
2
LPL Financial
LPL Financial
California
-$2.12M
3
PWA
Pillar Wealth Advisors
Pennsylvania
-$1.48M
4
BCM
Brookstone Capital Management
Illinois
-$1.26M
5
LSPW
Lake Street Private Wealth
Illinois
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
226
Evermay Wealth Management
Virginia
$24.9K +$24.2K +615 New
PW
227
Paladin Wealth
Minnesota
$22.8K +$22.2K +564 New
AIC
228
Archer Investment Corporation
Indiana
$20K – – –
T
229
Tidemark
California
$16.2K +$15.8K +400 New
CA
230
Clearstead Advisors
Ohio
$14.3K +$13.9K +353 New
SS
231
Sunbelt Securities
Texas
$14K – – –
ACM
232
Anfield Capital Management
California
$12.9K – – –
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$10.4K -$417K -10,592 -4%
LFG
234
Larson Financial Group
Missouri
$7.69K – – –
CT
235
Caldwell Trust
Florida
$6.56K – – –
GRP
236
Global Retirement Partners
California
$6.07K – – –
SCM
237
Sterling Capital Management
North Carolina
$3.81K +$3.7K +94 New
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$2.43K – – –
RIL
239
Rothschild Investment LLC
Illinois
$2.1K – – –
Barclays
240
Barclays
United Kingdom
$2.02K +$1.97K +50 New
TFGT
241
TS Financial Group (TSFG)
Illinois
$1K – – –
LSPW
242
Lake Street Private Wealth
Illinois
– -$1.17M -30,175 Closed
AIA
243
Alera Investment Advisors
Illinois
– -$723K -18,611 Closed
Citadel Advisors
244
Citadel Advisors
Florida
– -$351K -9,026 Closed
Walleye Capital
245
Walleye Capital
New York
– -$338K -8,695 Closed
MPCL
246
My Personal CFO LLC
Washington
– -$306K -7,883 Closed
GS
247
GTS Securities
New York
– -$257K -6,624 Closed
AFP
248
Ausdal Financial Partners
Iowa
– -$240K -6,190 Closed
WFAG
249
Worth Financial Advisory Group
North Carolina
– -$220K -5,660 Closed
LFAS
250
Level Four Advisory Services
Texas
– -$216K -5,560 Closed
7 8 9
10
11

PJUL Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q3 2024, worth a combined $782M — up 28% from $612M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PJUL positions and 13 closed out — a net gain of 30 holders — while 96 added to existing stakes and 48 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $19.7M. The largest seller was Foundations Investment Advisors, cutting an estimated $2.94M.

  • 241 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q3 2024, up from 214 in Q2 2024.
  • Funds reported $782M of Innovator US Equity Power Buffer ETF July stock for Q3 2024, up 28% quarter-over-quarter.
  • 43 funds opened new Innovator US Equity Power Buffer ETF July positions in Q3 2024 and 13 closed out, a net change of +30 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q3 2024 was Personal CFO Solutions, an estimated $19.7M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q3 2024 was Foundations Investment Advisors, an estimated $2.94M sold.

Based on aggregated 13F filings for Q3 2024.