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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$19.7M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
+$12.6M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$10.4M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.64M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$2.94M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.12M |
| 3 |
PWA
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
-$1.48M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.26M |
| 5 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Mercer Global Advisors
Denver,
Colorado
| – | -$211K | -5,442 | Closed |
|
|
TWP
252
Triad Wealth Partners
Lawrence,
Kansas
| – | -$132K | -3,388 | Closed |
|
|
ATPW
253
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$44.5K | -1,145 | Closed |
|
|
MWM
254
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$2.25K | -58 | Closed |
|
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.