Innovator US Equity Power Buffer ETF July
PJUL
86 hedge funds and large institutions have $108M invested in Innovator US Equity Power Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
4% more funds holding
Funds holding: 83 → 86 (+3)
3.14% more ownership
Funds ownership: 61.25% → 64.38% (+3.1%)
15% less capital invested
Capital invested by funds: $127M → $108M (-$19.1M)
38% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 29
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.8M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.33M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$646K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$520K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$21.7M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.29M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.04M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.98M |
| 5 |
CP
Castleview Partners
Dallas,
Texas
|
-$1.32M |
PJUL Hedge Fund Activity: Q1 2022 in Review
86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2022, worth a combined $108M — down 15% from $127M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PJUL positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 29 trimmed.
The largest buyer was WealthPLAN Partners, adding an estimated $2.8M. The largest seller was Transform Wealth, cutting an estimated $21.7M.
- 86 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2022, up from 83 in Q4 2021.
- Funds reported $108M of Innovator US Equity Power Buffer ETF July stock for Q1 2022, down 15% quarter-over-quarter.
- 10 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2022 and 5 closed out, a net change of +5 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2022 was WealthPLAN Partners, an estimated $2.8M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q1 2022 was Transform Wealth, an estimated $21.7M sold.
Based on aggregated 13F filings for Q1 2022.