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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
SWA
76
Sutton Wealth Advisors
Florida
$179K +$50.4K +1,700 +39%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$146K +$97.9K +3,306 +200%
TWP
78
TFO Wealth Partners
Ohio
$137K
CP
79
Castleview Partners
Texas
$131K +$114K +3,839 +289%
IF
80
Integrity Financial
Wyoming
$121K
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$108K
SWM
82
Sugarloaf Wealth Management
Georgia
$99K
GWM
83
Geneos Wealth Management
Colorado
$71K
CWM
84
Castle Wealth Management
Florida
$59K +$59.2K +2,000 New
AIC
85
Archer Investment Corporation
Indiana
$58.8K
OIA
86
Optimum Investment Advisors
Illinois
$29K
SWM
87
SeaCrest Wealth Management
New York
$29K +$29.6K +1,000 New
BMD
88
Better Money Decisions
New Mexico
$22K +$22.1K +746 New
UBS Group
89
UBS Group
Switzerland
$18K -$71.4K -2,409 -80%
CCM
90
Covington Capital Management
California
$10K
AW
91
ACG Wealth
Georgia
$10K +$10.4K +350 New
NSIM
92
North Star Investment Management
Illinois
$3K +$2.96K +100 New
5L
93
55I LLC
Massachusetts
-$1.48M -48,227 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$748K -24,381 Closed
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
-$563K -18,357 Closed
OMC
96
Old Mission Capital
Illinois
-$534K -17,398 Closed
MCM
97
MAI Capital Management
Ohio
-$262K -8,543 Closed
Wolverine Trading
98
Wolverine Trading
Illinois
-$256K -8,312 Closed
TW
99
Transform Wealth
Colorado
-$247K -8,071 Closed
CA
100
Corrado Advisors
New Jersey
-$226K -7,366 Closed

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.