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Innovator US Equity Power Buffer ETF July

128 hedge funds and large institutions have $312M invested in Innovator US Equity Power Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 56 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 7

229% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 17

52% more capital invested

Capital invested by funds: $205M → $312M (+$107M)

39% more funds holding

Funds holding: 92128 (+36)

51.6% less ownership

Funds ownership: 122.42%70.82% (-52%)

Holders
128
Holders Change
+36
Holders Change %
+39.13%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
56
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.31M +$696K +23,057 +40%
AWP
27
Ascent Wealth Partners
New York
$2.24M +$2.36M +78,380 New
BPA
28
Beacon Pointe Advisors
California
$2.15M +$396K +13,112 +21%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.87M +$605K +20,053 +45%
LWA
30
Lineweaver Wealth Advisors
Ohio
$1.86M +$42.2K +1,399 +2%
SB
31
Strategic Blueprint
Georgia
$1.83M +$1.93M +63,998 New
KAS
32
Kestra Advisory Services
Texas
$1.81M +$520K +17,234 +37%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.7M +$1.09M +36,091 +155%
LNC
34
Lincoln National Corp
Pennsylvania
$1.69M +$582K +19,305 +49%
GCP
35
Gill Capital Partners
Colorado
$1.59M -$38.8K -1,285 -2%
W
36
WorthPointe
California
$1.59M +$1.68M +55,653 New
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$1.58M +$1.46M +48,543 +739%
APA
38
American Portfolios Advisors
New York
$1.53M +$769K +25,489 +91%
SWA
39
Stratos Wealth Advisors
Ohio
$1.49M -$270K -8,937 -15%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.48M +$847K +28,060 +119%
PWA
41
Pillar Wealth Advisors
Pennsylvania
$1.42M +$296K +9,796 +25%
ICG
42
InterOcean Capital Group
Tennessee
$1.33M +$235K +7,775 +20%
WCG
43
Weaver Consulting Group
California
$1.33M +$1.05M +34,827 +302%
OWA
44
Outlook Wealth Advisors
Texas
$1.23M +$1.29M +42,844 New
CWG
45
Crown Wealth Group
North Carolina
$1.22M +$540K +17,896 +72%
BMM
46
Berkshire Money Management
Massachusetts
$1.2M
BWM
47
BCS Wealth Management
Tennessee
$1.15M +$214K +7,108 +21%
PCS
48
Personal CFO Solutions
New Jersey
$1.11M +$910K +30,170 +346%
CPIG
49
Chicago Partners Investment Group
Illinois
$1.04M +$51.8K +1,717 +5%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.01M +$346K +11,457 +48%

PJUL Hedge Fund Activity: Q3 2022 in Review

128 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q3 2022, worth a combined $312M — up 52% from $205M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PJUL positions and 7 closed out — a net gain of 36 holders — while 56 added to existing stakes and 17 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $20.7M. The largest seller was Applied Capital, exiting entirely with an estimated $363K sold.

  • 128 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q3 2022, up from 92 in Q2 2022.
  • Funds reported $312M of Innovator US Equity Power Buffer ETF July stock for Q3 2022, up 52% quarter-over-quarter.
  • 43 funds opened new Innovator US Equity Power Buffer ETF July positions in Q3 2022 and 7 closed out, a net change of +36 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q3 2022 was Brookstone Capital Management, an estimated $20.7M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q3 2022 was Applied Capital, an estimated $363K sold.

Based on aggregated 13F filings for Q3 2022.