Innovator US Equity Power Buffer ETF July
PJUL
36 hedge funds and large institutions have $63.6M invested in Innovator US Equity Power Buffer ETF July in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 7 closing their positions.
138% more capital invested
Capital invested by funds: $26.7M → $63.6M (+$36.9M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15.82% more ownership
Funds ownership: 29.86% → 45.68% (+16%)
8% less funds holding
Funds holding: 39 → 36 (-3)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$45.6M |
| 2 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$2.44M |
| 3 |
LPL Financial
San Diego,
California
|
+$477K |
| 4 |
DFG
DWM Financial Group
Palatine,
Illinois
|
+$296K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.34M |
| 2 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$1.22M |
| 3 |
RTS
Round Table Services
Westfield,
New Jersey
|
-$783K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$651K |
| 5 |
IC
InterOcean Capital
Chicago,
Illinois
|
-$608K |
PJUL Hedge Fund Activity: Q1 2020 in Review
36 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2020, worth a combined $63.6M — up 138% from $26.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PJUL and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 6 added.
The largest buyer was Berkshire Money Management, adding an estimated $45.6M. The largest seller was Envestnet Asset Management, cutting an estimated $1.34M.
- 36 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2020, down from 39 in Q4 2019.
- Funds reported $63.6M of Innovator US Equity Power Buffer ETF July stock for Q1 2020, up 138% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2020 and 7 closed out, a net change of -1 holder.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2020 was Berkshire Money Management, an estimated $45.6M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q1 2020 was Envestnet Asset Management, an estimated $1.34M sold.
Based on aggregated 13F filings for Q1 2020.