Innovator US Equity Power Buffer ETF July
PJUL
49 hedge funds and large institutions have $37M invested in Innovator US Equity Power Buffer ETF July in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 24 reducing their positions, and 12 closing their positions.
5.59% more ownership
Funds ownership: 41.12% → 46.71% (+5.6%)
14% less funds holding
Funds holding: 57 → 49 (-8)
18% less capital invested
Capital invested by funds: $44.9M → $37M (-$7.9M)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
75% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.65M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.39M |
| 3 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$150K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$37K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$22.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marcum Wealth
Cleveland,
Ohio
|
-$5.57M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.26M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.17M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
51
WealthPLAN Partners
Omaha,
Nebraska
| – | -$1.26M | -43,575 | Closed |
|
|
CAN
52
Cetera Advisor Networks
El Segundo,
California
| – | -$1.02M | -35,563 | Closed |
|
|
WCG
53
Weaver Consulting Group
Huntington Beach,
California
| – | -$799K | -27,774 | Closed |
|
54
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$448K | -15,594 | Closed |
|
|
BWM
55
BCGM Wealth Management
Lafayette,
Indiana
| – | -$267K | -9,212 | Closed |
|
|
XF
56
XML Financial
Bethesda,
Maryland
| – | -$215K | -7,486 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$169K | -5,878 | Closed |
|
|
D
58
Diversified
Wilmington,
Delaware
| – | -$60K | -2,159 | Closed |
|
|
WCAMG
59
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| – | -$29K | -1,000 | Closed |
|
60
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$28K | -975 | Closed |
|
|
OCM
61
Orion Capital Management
Coronado,
California
| – | -$23K | -800 | Closed |
|
PJUL Hedge Fund Activity: Q1 2021 in Review
49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2021, worth a combined $37M — down 18% from $44.9M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PJUL and 5 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 6 added.
The largest buyer was Citadel Advisors, adding an estimated $2.65M. The largest seller was Marcum Wealth, exiting entirely with an estimated $5.57M sold.
- 49 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2021, down from 57 in Q4 2020.
- Funds reported $37M of Innovator US Equity Power Buffer ETF July stock for Q1 2021, down 18% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2021 and 12 closed out, a net change of -7 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2021 was Citadel Advisors, an estimated $2.65M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q1 2021 was Marcum Wealth, an estimated $5.57M sold.
Based on aggregated 13F filings for Q1 2021.