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Innovator US Equity Power Buffer ETF July

128 hedge funds and large institutions have $312M invested in Innovator US Equity Power Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 56 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 7

229% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 17

52% more capital invested

Capital invested by funds: $205M → $312M (+$107M)

39% more funds holding

Funds holding: 92128 (+36)

51.6% less ownership

Funds ownership: 122.42%70.82% (-52%)

Holders
128
Holders Change
+36
Holders Change %
+39.13%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
56
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
51
3EDGE Asset Management
Florida
$946K +$997K +33,054 New
IA
52
IFP Advisors
Florida
$915K +$294K +9,745 +36%
BCM
53
Beck Capital Management
Texas
$911K -$36.7K -1,215 -4%
AAS
54
Avantax Advisory Services
Texas
$903K +$501K +16,623 +111%
FFN
55
Focus Financial Network
Minnesota
$894K +$454K +15,034 +93%
CA
56
Cetera Advisors
Colorado
$831K +$476K +15,764 +119%
SOS
57
Silver Oak Securities
Tennessee
$805K +$721K +23,895 New
CPWMP
58
Cardinal Point Wealth Management Partners
California
$769K +$803K +26,615 New
ASN
59
Advisory Services Network
Georgia
$746K -$105K -3,479 -12%
VA
60
Valmark Advisers
Ohio
$712K -$38.5K -1,277 -5%
CBFP
61
Cedar Brook Financial Partners
Ohio
$692K +$730K +24,190 New
RJA
62
Raymond James & Associates
Florida
$692K +$729K +24,180 New
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$679K -$9.96K -330 -1%
SPC
64
Sigma Planning Corp
Michigan
$616K +$61.7K +2,045 +10%
FFA
65
Fragasso Financial Advisors
Pennsylvania
$606K +$25.5K +845 +4%
WA
66
Wealth Alliance
New York
$599K
USCWA
67
U.S. Capital Wealth Advisors
Texas
$566K -$63.7K -2,110 -10%
IFG
68
Independent Financial Group
California
$547K +$576K +19,103 New
SCFS
69
S.C. Financial Services
Arizona
$501K +$71.9K +2,385 +16%
OCM
70
Orion Capital Management
California
$501K +$317K +10,500 +150%
AF
71
Advisornet Financial
Minnesota
$488K +$514K +17,046 New
NFG
72
Nations Financial Group
Iowa
$484K +$66.7K +2,212 +15%
FANJ
73
Financial Architects (New Jersey)
New Jersey
$483K +$509K +16,877 New
FCFC
74
First Commonwealth Financial Corp
Pennsylvania
$478K +$504K +16,720 New
DFA
75
DHJJ Financial Advisors
Illinois
$474K +$80.6K +2,673 +19%

PJUL Hedge Fund Activity: Q3 2022 in Review

128 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q3 2022, worth a combined $312M — up 52% from $205M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PJUL positions and 7 closed out — a net gain of 36 holders — while 56 added to existing stakes and 17 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $20.7M. The largest seller was Applied Capital, exiting entirely with an estimated $363K sold.

  • 128 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q3 2022, up from 92 in Q2 2022.
  • Funds reported $312M of Innovator US Equity Power Buffer ETF July stock for Q3 2022, up 52% quarter-over-quarter.
  • 43 funds opened new Innovator US Equity Power Buffer ETF July positions in Q3 2022 and 7 closed out, a net change of +36 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q3 2022 was Brookstone Capital Management, an estimated $20.7M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q3 2022 was Applied Capital, an estimated $363K sold.

Based on aggregated 13F filings for Q3 2022.