Innovator US Equity Power Buffer ETF July
PJUL
79 hedge funds and large institutions have $136M invested in Innovator US Equity Power Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 5 closing their positions.
460% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 5
329% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 7
45% more capital invested
Capital invested by funds: $94M → $136M (+$42.2M)
34% more funds holding
Funds holding: 59 → 79 (+20)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
70.08% less ownership
Funds ownership: 127.98% → 57.9% (-70%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$29.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$8.79M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.91M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.01M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$23M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$722K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$703K |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$491K |
| 5 |
WDL
Well Done LLC
Holland,
Michigan
|
-$151K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
76
Sageworth Trust
Lancaster,
Pennsylvania
| $21K | +$21.5K | +720 | New |
|
|
CAL
77
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $20K | – | – | – |
|
78
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | +$15K | +500 | New |
|
|
CAAS
79
Capital Asset Advisory Services
Williamston,
Michigan
| $8K | – | – | – |
|
|
FTUS
80
Flow Traders U.S.
New York
| – | -$722K | -24,375 | Closed |
|
|
CA
81
Clearstead Advisors
Cleveland,
Ohio
| – | -$491K | -16,590 | Closed |
|
|
TWM
82
Tradition Wealth Management
Edina,
Minnesota
| – | -$124K | -4,179 | Closed |
|
83
Morgan Stanley
New York
| – | -$40K | -1,342 | Closed |
|
|
SCA
84
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$4K | -140 | Closed |
|
PJUL Hedge Fund Activity: Q3 2021 in Review
79 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q3 2021, worth a combined $136M — up 45% from $94M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PJUL positions and 5 closed out — a net gain of 23 holders — while 30 added to existing stakes and 7 trimmed.
The largest buyer was Transform Wealth, opening a new position worth an estimated $29.5M. The largest seller was Personal CFO Solutions, cutting an estimated $23M.
- 79 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q3 2021, up from 59 in Q2 2021.
- Funds reported $136M of Innovator US Equity Power Buffer ETF July stock for Q3 2021, up 45% quarter-over-quarter.
- 28 funds opened new Innovator US Equity Power Buffer ETF July positions in Q3 2021 and 5 closed out, a net change of +23 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q3 2021 was Transform Wealth, an estimated $29.5M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q3 2021 was Personal CFO Solutions, an estimated $23M sold.
Based on aggregated 13F filings for Q3 2021.