Innovator US Equity Power Buffer ETF July
PJUL
141 hedge funds and large institutions have $297M invested in Innovator US Equity Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 55 reducing their positions, and 18 closing their positions.
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
1.23% less ownership
Funds ownership: 73.66% → 72.43% (-1.2%)
1% less funds holding
Funds holding: 143 → 141 (-2)
23% less capital invested
Capital invested by funds: $385M → $297M (-$88.5M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
55% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.46M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.15M |
| 3 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$2.73M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$20.2M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$15.8M |
| 3 |
IIA
Integral Investment Advisors
Turlock,
California
|
-$13.7M |
| 4 |
AWP
Ascent Wealth Partners
New Hartford,
New York
|
-$11.3M |
| 5 |
CAG
Compass Advisory Group
Melville,
New York
|
-$4.37M |
PJUL Hedge Fund Activity: Q1 2023 in Review
141 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2023, worth a combined $297M — down 23% from $385M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PJUL positions and 18 closed out — a net gain of 1 holder — while 25 added to existing stakes and 55 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $7.46M. The largest seller was Brookstone Capital Management, cutting an estimated $20.2M.
- 141 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2023, down from 143 in Q4 2022.
- Funds reported $297M of Innovator US Equity Power Buffer ETF July stock for Q1 2023, down 23% quarter-over-quarter.
- 19 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2023 and 18 closed out, a net change of +1 holder.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2023 was Janney Montgomery Scott, an estimated $7.46M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q1 2023 was Brookstone Capital Management, an estimated $20.2M sold.
Based on aggregated 13F filings for Q1 2023.