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Innovator US Equity Power Buffer ETF July

92 hedge funds and large institutions have $205M invested in Innovator US Equity Power Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

90% more capital invested

Capital invested by funds: $108M → $205M (+$97.4M)

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

58.03% more ownership

Funds ownership: 64.38%122.42% (+58%)

7% more funds holding

Funds holding: 8692 (+6)

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
39
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mutual Advisors
Nebraska
$448K +$4.38K +148 +1%
SCFS
52
S.C. Financial Services
Arizona
$445K +$448K +15,130 New
AAS
53
Avantax Advisory Services
Texas
$439K +$443K +14,940 New
NFG
54
Nations Financial Group
Iowa
$432K -$7.26K -245 -2%
DI
55
Diligent Investors
California
$425K
CA
56
Cetera Advisors
Colorado
$390K +$165K +5,556 +72%
CRWM
57
Castle Rock Wealth Management
California
$387K
AAP
58
Arax Advisory Partners
Colorado
$379K +$57K +1,925 +18%
BFC
59
Bedel Financial Consulting
Indiana
$378K +$248K +8,374 +187%
AC
60
Applied Capital
Arkansas
$363K +$78.6K +2,652 +27%
AIA
61
Alera Investment Advisors
Illinois
$349K +$8.12K +274 +2%
Truist Financial
62
Truist Financial
North Carolina
$347K +$40.8K +1,376 +13%
WCG
63
Weaver Consulting Group
California
$339K +$342K +11,540 New
HI
64
Harbour Investments
Wisconsin
$304K +$307K +10,361 New
SWP
65
Summit Wealth Partners
Florida
$273K +$275K +9,288 New
VBFG
66
Vishria Bird Financial Group
Tennessee
$260K
RGF
67
Retirement Guys Formula
Ohio
$259K
PCS
68
Personal CFO Solutions
New Jersey
$256K +$259K +8,728 New
CFP
69
Cypress Financial Planning
New Jersey
$228K +$229K +7,744 New
RIS
70
Retirement Income Solutions
Michigan
$225K
CNWM
71
Clay Northam Wealth Management
California
$223K
AFP
72
Ausdal Financial Partners
Iowa
$208K +$210K +7,091 New
AWS
73
Atria Wealth Solutions
New York
$207K -$458K -15,448 -69%
OCM
74
Orion Capital Management
California
$206K +$11.8K +400 +6%
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$193K -$345K -11,633 -64%

PJUL Hedge Fund Activity: Q2 2022 in Review

92 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2022, worth a combined $205M — up 90% from $108M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PJUL positions and 13 closed out — a net gain of 9 holders — while 39 added to existing stakes and 13 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $50.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $4.9M.

  • 92 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2022, up from 86 in Q1 2022.
  • Funds reported $205M of Innovator US Equity Power Buffer ETF July stock for Q2 2022, up 90% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2022 and 13 closed out, a net change of +9 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2022 was AllianceBernstein, an estimated $50.2M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q2 2022 was Janney Montgomery Scott, an estimated $4.9M sold.

Based on aggregated 13F filings for Q2 2022.