Innovator US Equity Power Buffer ETF July
PJUL
258 hedge funds and large institutions have $1.54B invested in Innovator US Equity Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 110 reducing their positions, and 15 closing their positions.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
97% more capital invested
Capital invested by funds: $782M → $1.54B (+$759M)
7% more funds holding
Funds holding: 241 → 258 (+17)
0.94% less ownership
Funds ownership: 76.66% → 75.72% (-0.94%)
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
71% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 110
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$6.28M |
| 2 |
CPP
Capasso Planning Partners
Charleston,
South Carolina
|
+$2.79M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.42M |
| 4 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$698K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$684K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$26.5M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$20.2M |
| 3 |
LC
Legacy CG
Plano,
Texas
|
-$12.9M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$7.42M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$6.45M |
PJUL Hedge Fund Activity: Q4 2024 in Review
258 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2024, worth a combined $1.54B — up 97% from $782M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PJUL positions and 15 closed out — a net gain of 20 holders — while 32 added to existing stakes and 110 trimmed.
The largest buyer was Penserra Capital Management, adding an estimated $6.28M. The largest seller was Brookstone Capital Management, cutting an estimated $26.5M.
- 258 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2024, up from 241 in Q3 2024.
- Funds reported $1.54B of Innovator US Equity Power Buffer ETF July stock for Q4 2024, up 97% quarter-over-quarter.
- 35 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2024 and 15 closed out, a net change of +20 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2024 was Penserra Capital Management, an estimated $6.28M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q4 2024 was Brookstone Capital Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q4 2024.