Innovator US Equity Power Buffer ETF July
PJUL
57 hedge funds and large institutions have $44.9M invested in Innovator US Equity Power Buffer ETF July in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
21% more funds holding
Funds holding: 47 → 57 (+10)
4.57% more ownership
Funds ownership: 36.55% → 41.12% (+4.6%)
4% more capital invested
Capital invested by funds: $43.2M → $44.9M (+$1.66M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.85M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.2M |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$566K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$558K |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$548K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$6.55M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.38M |
| 3 |
HF
HRT Financial
New York
|
-$528K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$304K |
| 5 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCAMG
51
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $29K | – | – | – |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | – | – | – |
|
|
OCM
53
Orion Capital Management
Coronado,
California
| $23K | +$22.6K | +800 | New |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| $17K | – | – | – |
|
|
CAAS
55
Capital Asset Advisory Services
Williamston,
Michigan
| $12K | +$11.3K | +401 | New |
|
|
GWM
56
Geneos Wealth Management
Englewood,
Colorado
| $8K | +$68.5K | +2,422 | +802% |
|
|
AAP
57
Arax Advisory Partners
Denver,
Colorado
| $6K | – | – | – |
|
|
CFA
58
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$6.55M | -236,721 | Closed |
|
|
HF
59
HRT Financial
New York
| – | -$528K | -19,094 | Closed |
|
|
JWCA
60
J.W. Cole Advisors
Tampa,
Florida
| – | -$304K | -11,000 | Closed |
|
61
Envestnet Asset Management
Chicago,
Illinois
| – | -$216K | -7,814 | Closed |
|
PJUL Hedge Fund Activity: Q4 2020 in Review
57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2020, worth a combined $44.9M — up 3.8% from $43.2M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PJUL positions and 4 closed out — a net gain of 13 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.85M. The largest seller was Carroll Financial Associates, exiting entirely with an estimated $6.55M sold.
- 57 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2020, up from 47 in Q3 2020.
- Funds reported $44.9M of Innovator US Equity Power Buffer ETF July stock for Q4 2020, up 3.8% quarter-over-quarter.
- 17 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2020 and 4 closed out, a net change of +13 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2020 was Susquehanna International Group, an estimated $1.85M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q4 2020 was Carroll Financial Associates, an estimated $6.55M sold.
Based on aggregated 13F filings for Q4 2020.