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Innovator US Equity Power Buffer ETF July

59 hedge funds and large institutions have $94M invested in Innovator US Equity Power Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more capital invested

Capital invested by funds: $37M → $94M (+$57M)

81.27% more ownership

Funds ownership: 46.71%127.98% (+81%)

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

20% more funds holding

Funds holding: 4959 (+10)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
12
Reduced
11
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
Fragasso Financial Advisors
Pennsylvania
$582K +$580K +19,650 New
NF
27
Nikulski Financial
Iowa
$512K -$8.71K -295 -2%
CA
28
Clearstead Advisors
Ohio
$491K
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$459K -$126K -4,273 -22%
NFG
30
Nations Financial Group
Iowa
$434K +$432K +14,650 New
LNC
31
Lincoln National Corp
Pennsylvania
$425K +$211K +7,157 +100%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$398K +$396K +13,431 New
LPL Financial
33
LPL Financial
California
$345K -$42.8K -1,450 -11%
SPC
34
Sigma Planning Corp
Michigan
$322K +$321K +10,863 New
AAP
35
Arax Advisory Partners
Colorado
$320K +$319K +10,806 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$298K +$49.8K +1,687 +20%
SEP
37
Southland Equity Partners
Missouri
$291K -$38.9K -1,317 -12%
ICG
38
InterOcean Capital Group
Tennessee
$291K +$71.7K +2,430 +33%
T
39
TRUADVICE
Florida
$259K
MA
40
Mutual Advisors
Nebraska
$254K +$253K +8,562 New
CG
41
Caprock Group
Idaho
$252K +$251K +8,500 New
AIA
42
Alera Investment Advisors
Illinois
$245K
CA
43
Corrado Advisors
New Jersey
$227K
OCM
44
Orion Capital Management
California
$210K +$210K +7,100 New
HI
45
Harbour Investments
Wisconsin
$195K
IA
46
IFP Advisors
Florida
$185K -$85.8K -2,909 -32%
BFC
47
Bedel Financial Consulting
Indiana
$182K
ASN
48
Advisory Services Network
Georgia
$151K +$151K +5,111 New
TWP
49
TFO Wealth Partners
Ohio
$138K
SWA
50
Sutton Wealth Advisors
Florida
$130K +$129K +4,387 New

PJUL Hedge Fund Activity: Q2 2021 in Review

59 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2021, worth a combined $94M — up 154% from $37M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PJUL positions and 14 closed out — a net gain of 10 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $22.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.25M sold.

  • 59 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $94M of Innovator US Equity Power Buffer ETF July stock for Q2 2021, up 154% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2021 and 14 closed out, a net change of +10 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2021 was Personal CFO Solutions, an estimated $22.9M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q2 2021 was Citadel Advisors, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2021.