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Innovator US Equity Power Buffer ETF July
PJUL

39 hedge funds and large institutions have $26.7M invested in Innovator US Equity Power Buffer ETF July in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

30% more funds holding

Funds holding: 30 → 39 (+9)

4.82% more ownership

Funds ownership: 25.04% → 29.86% (+4.8%)

1% more capital invested

Capital invested by funds: $26.5M → $26.7M (+$250K)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
9
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Elmwood Wealth Management
California
+$1.2M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$919K
3
OMC
Old Mission Capital
Illinois
+$891K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$593K
5
Jane Street
Jane Street
New York
+$462K

Top Sellers

Rank Fund Capital Flow
1
Wolverine Trading
Wolverine Trading
Illinois
-$2.48M
2
FI
FormulaFolio Investments
Michigan
-$446K
3
Citadel Advisors
Citadel Advisors
Florida
-$221K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$216K
5
SI
Stephens Inc
Arkansas
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$219K +$1.53K +58 +0.7%
XF
27
XML Financial
Maryland
$200K +$198K +7,486 New
IA
28
IFP Advisors
Florida
$169K – – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$164K +$52.8K +2,000 +49%
VFA
30
Valeo Financial Advisors
Indiana
$52K +$51.6K +1,956 New
UBS Group
31
UBS Group
Switzerland
$51K +$50.7K +1,920 New
Morgan Stanley
32
Morgan Stanley
New York
$36K – – –
BFC
33
Bedel Financial Consulting
Indiana
$27K +$211 +8 +0.8%
ASN
34
Advisory Services Network
Georgia
$21K +$20.2K +767 New
GWM
35
Geneos Wealth Management
Colorado
$8K +$53 +2 +0.7%
AAP
36
Arax Advisory Partners
Colorado
$6K – – –
SHWM
37
Silicon Hills Wealth Management
Texas
$4.34K +$8.13K +308 New
AF
38
Advisornet Financial
Minnesota
$3K +$3.14K +119 New
Citadel Advisors
39
Citadel Advisors
Florida
– -$221K -8,487 Closed
DP
40
Denver PWM
Colorado
– -$17.5K -670 Closed
MWM
41
Maltin Wealth Management
New Jersey
– +$26 +1 New
1
2

PJUL Hedge Fund Activity: Q4 2019 in Review

39 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2019, worth a combined $26.7M — up 0.95% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PJUL positions and 2 closed out — a net gain of 10 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Elmwood Wealth Management, opening a new position worth an estimated $1.2M. The largest seller was Wolverine Trading, cutting an estimated $2.48M.

  • 39 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2019, up from 30 in Q3 2019.
  • Funds reported $26.7M of Innovator US Equity Power Buffer ETF July stock for Q4 2019, up 0.95% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2019 and 2 closed out, a net change of +10 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2019 was Elmwood Wealth Management, an estimated $1.2M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q4 2019 was Wolverine Trading, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2019.