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Innovator US Equity Power Buffer ETF July

92 hedge funds and large institutions have $205M invested in Innovator US Equity Power Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

90% more capital invested

Capital invested by funds: $108M → $205M (+$97.4M)

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

58.03% more ownership

Funds ownership: 64.38%122.42% (+58%)

7% more funds holding

Funds holding: 8692 (+6)

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
39
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICG
26
InterOcean Capital Group
Tennessee
$1.14M +$546K +18,437 +91%
ML
27
McAdam LLC
Pennsylvania
$1.08M +$1.08M +36,615 New
BCM
28
Brookstone Capital Management
Illinois
$1.05M +$1.04M +35,174 New
CPIG
29
Chicago Partners Investment Group
Illinois
$1.02M +$365K +12,306 +59%
BWM
30
BCS Wealth Management
Tennessee
$971K -$108K -3,645 -10%
BCM
31
Beck Capital Management
Texas
$971K -$19.1K -645 -2%
ASN
32
Advisory Services Network
Georgia
$868K -$35.8K -1,210 -4%
AWM
33
AE Wealth Management
Kansas
$860K +$469K +15,838 +118%
APA
34
American Portfolios Advisors
New York
$824K +$776K +26,185 +1,409%
VA
35
Valmark Advisers
Ohio
$769K
CWG
36
Crown Wealth Group
North Carolina
$728K +$734K +24,780 New
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$707K +$58.9K +1,990 +9%
MML Investors Services
38
MML Investors Services
Massachusetts
$696K +$136K +4,588 +24%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$696K +$329K +11,121 +89%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$685K -$4.9M -165,405 -88%
IA
41
IFP Advisors
Florida
$671K
USCWA
42
U.S. Capital Wealth Advisors
Texas
$644K +$222K +7,496 +52%
WA
43
Wealth Alliance
New York
$615K +$620K +20,943 New
FFA
44
Fragasso Financial Advisors
Pennsylvania
$597K +$20.2K +681 +3%
SPC
45
Sigma Planning Corp
Michigan
$572K +$154K +5,200 +36%
CAN
46
Cetera Advisor Networks
California
$494K +$499K +16,830 New
NF
47
Nikulski Financial
Iowa
$482K -$11.8K -400 -2%
LPL Financial
48
LPL Financial
California
$479K -$14.8K -500 -3%
FFN
49
Focus Financial Network
Minnesota
$476K +$480K +16,201 New
DFA
50
DHJJ Financial Advisors
Illinois
$448K

PJUL Hedge Fund Activity: Q2 2022 in Review

92 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2022, worth a combined $205M — up 90% from $108M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PJUL positions and 13 closed out — a net gain of 9 holders — while 39 added to existing stakes and 13 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $50.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $4.9M.

  • 92 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2022, up from 86 in Q1 2022.
  • Funds reported $205M of Innovator US Equity Power Buffer ETF July stock for Q2 2022, up 90% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2022 and 13 closed out, a net change of +9 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2022 was AllianceBernstein, an estimated $50.2M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q2 2022 was Janney Montgomery Scott, an estimated $4.9M sold.

Based on aggregated 13F filings for Q2 2022.