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Innovator US Equity Power Buffer ETF July

57 hedge funds and large institutions have $44.9M invested in Innovator US Equity Power Buffer ETF July in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

21% more funds holding

Funds holding: 4757 (+10)

4.57% more ownership

Funds ownership: 36.55%41.12% (+4.6%)

4% more capital invested

Capital invested by funds: $43.2M → $44.9M (+$1.66M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
10
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$454K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$448K -$5.51K -195 -1%
LPL Financial
28
LPL Financial
California
$438K +$48.7K +1,723 +13%
W
29
Wealthquest
Ohio
$437K +$430K +15,225 New
SEP
30
Southland Equity Partners
Missouri
$330K +$325K +11,480 New
CA
31
CGN Advisors
Kansas
$325K +$320K +11,300 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$323K -$22.8K -808 -7%
BWM
33
BCGM Wealth Management
Indiana
$267K +$260K +9,212 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$250K +$246K +8,695 New
T
35
TRUADVICE
Florida
$248K +$245K +8,669 New
AIA
36
Alera Investment Advisors
Illinois
$235K
CA
37
Corrado Advisors
New Jersey
$220K
XF
38
XML Financial
Maryland
$215K
ICG
39
InterOcean Capital Group
Tennessee
$213K +$209K +7,400 New
LNC
40
Lincoln National Corp
Pennsylvania
$207K +$203K +7,181 New
BFC
41
Bedel Financial Consulting
Indiana
$176K -$22.5K -797 -12%
ASN
42
Advisory Services Network
Georgia
$169K
TWP
43
TFO Wealth Partners
Ohio
$134K +$132K +4,659 New
UBS Group
44
UBS Group
Switzerland
$109K +$47.2K +1,670 +79%
NFG
45
Next Financial Group
Texas
$102K -$9.05K -320 -8%
D
46
Diversified
Delaware
$60K +$61K +2,159 New
VFA
47
Valeo Financial Advisors
Indiana
$56K
LFG
48
Larson Financial Group
Missouri
$55K
Morgan Stanley
49
Morgan Stanley
New York
$39K
APA
50
American Portfolios Advisors
New York
$37.4K -$25.7K -908 -41%

PJUL Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2020, worth a combined $44.9M — up 3.8% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PJUL positions and 4 closed out — a net gain of 13 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.85M. The largest seller was Carroll Financial Associates, exiting entirely with an estimated $6.55M sold.

  • 57 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $44.9M of Innovator US Equity Power Buffer ETF July stock for Q4 2020, up 3.8% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2020 and 4 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2020 was Susquehanna International Group, an estimated $1.85M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q4 2020 was Carroll Financial Associates, an estimated $6.55M sold.

Based on aggregated 13F filings for Q4 2020.