Innovator US Equity Power Buffer ETF July
PJUL
30 hedge funds and large institutions have $26.5M invested in Innovator US Equity Power Buffer ETF July in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 4 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
89% more capital invested
Capital invested by funds: $14M → $26.5M (+$12.5M)
58% more funds holding
Funds holding: 19 → 30 (+11)
5.89% more ownership
Funds ownership: 19.15% → 25.04% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
+$2.99M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.55M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.32M |
| 4 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$1.25M |
| 5 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$909K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$839K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$612K |
| 4 |
Jane Street
New York
|
-$322K |
| 5 |
BCM
Beck Capital Management
Austin,
Texas
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $35K | – | – | – |
|
|
BFC
27
Bedel Financial Consulting
Indianapolis,
Indiana
| $26K | +$25.9K | +1,000 | New |
|
|
DP
28
Denver PWM
Denver,
Colorado
| $17.5K | +$17.4K | +670 | New |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
|
AAP
30
Arax Advisory Partners
Denver,
Colorado
| $6K | – | – | – |
|
|
RIA
31
Regal Investment Advisors
Kentwood,
Michigan
| – | -$909K | -35,240 | Closed |
|
|
32
Koshinski Asset Management
Decatur,
Illinois
| – | -$839K | -32,510 | Closed |
|
|
SPC
33
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$612K | -23,730 | Closed |
|
|
34
Jane Street
New York
| – | -$322K | -12,492 | Closed |
|
PJUL Hedge Fund Activity: Q3 2019 in Review
30 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q3 2019, worth a combined $26.5M — up 89% from $14M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PJUL positions and 4 closed out — a net gain of 11 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Wolverine Trading, opening a new position worth an estimated $2.99M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $909K sold.
- 30 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q3 2019, up from 19 in Q2 2019.
- Funds reported $26.5M of Innovator US Equity Power Buffer ETF July stock for Q3 2019, up 89% quarter-over-quarter.
- 15 funds opened new Innovator US Equity Power Buffer ETF July positions in Q3 2019 and 4 closed out, a net change of +11 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q3 2019 was Wolverine Trading, an estimated $2.99M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q3 2019 was Regal Investment Advisors, an estimated $909K sold.
Based on aggregated 13F filings for Q3 2019.