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Innovator US Equity Power Buffer ETF July

59 hedge funds and large institutions have $94M invested in Innovator US Equity Power Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more capital invested

Capital invested by funds: $37M → $94M (+$57M)

81.27% more ownership

Funds ownership: 46.71%127.98% (+81%)

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

20% more funds holding

Funds holding: 4959 (+10)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
12
Reduced
11
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Tradition Wealth Management
Minnesota
$124K -$821K -27,817 -87%
NFG
52
Next Financial Group
Texas
$98K -$6.05K -205 -6%
APA
53
American Portfolios Advisors
New York
$60.2K
CP
54
Castleview Partners
Texas
$43K +$43.1K +1,460 New
Morgan Stanley
55
Morgan Stanley
New York
$40K
CCM
56
Covington Capital Management
California
$22K
CAL
57
Capital Analysts LLC
Pennsylvania
$20K +$19.9K +674 New
CAAS
58
Capital Asset Advisory Services
Michigan
$8K -$3.48K -118 -29%
SCA
59
Stonebridge Capital Advisors
Minnesota
$4K
Citadel Advisors
60
Citadel Advisors
Florida
-$4.25M -145,043 Closed
BA
61
Bellwether Advisors
Nebraska
-$3.77M -128,519 Closed
OMC
62
Old Mission Capital
Illinois
-$897K -30,577 Closed
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
-$725K -24,717 Closed
W
64
Wealthquest
Ohio
-$385K -13,128 Closed
Wolverine Trading
65
Wolverine Trading
Illinois
-$376K -12,816 Closed
CA
66
CGN Advisors
Kansas
-$330K -11,268 Closed
VBFP
67
Valtinson Bruner Financial Planning
Minnesota
-$299K -10,166 Closed
GWM
68
Geneos Wealth Management
Colorado
-$71K -2,422 Closed
VFA
69
Valeo Financial Advisors
Indiana
-$57K -1,956 Closed
UBS Group
70
UBS Group
Switzerland
-$55K -1,881 Closed
AIC
71
Ameritas Investment Company
Nebraska
-$37.4K -1,276 Closed
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
-$18K -600 Closed
LFG
73
Larson Financial Group
Missouri
-$14K -492 Closed

PJUL Hedge Fund Activity: Q2 2021 in Review

59 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2021, worth a combined $94M — up 154% from $37M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PJUL positions and 14 closed out — a net gain of 10 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $22.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.25M sold.

  • 59 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $94M of Innovator US Equity Power Buffer ETF July stock for Q2 2021, up 154% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2021 and 14 closed out, a net change of +10 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2021 was Personal CFO Solutions, an estimated $22.9M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q2 2021 was Citadel Advisors, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2021.