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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
RFG
76
Range Financial Group
Oregon
$471K +$497K +16,459 New
LPL Financial
77
LPL Financial
California
$463K -$3.02K -100 -0.6%
PWM
78
PRW Wealth Management
Massachusetts
$463K +$489K +16,200 New
DI
79
Diligent Investors
California
$445K +$33.2K +1,100 +8%
MA
80
Mutual Advisors
Nebraska
$436K
NF
81
Nikulski Financial
Iowa
$435K -$36.2K -1,200 -7%
CW
82
CreativeOne Wealth
Kansas
$426K +$449K +14,894 New
AIA
83
Alera Investment Advisors
Illinois
$421K +$85.3K +2,828 +24%
WMS
84
Wealth Management Solutions
Pennsylvania
$408K +$430K +14,258 New
CRWM
85
Castle Rock Wealth Management
California
$398K +$28.3K +938 +7%
BFC
86
Bedel Financial Consulting
Indiana
$383K +$1.06K +35 +0.3%
LFAS
87
Level Four Advisory Services
Texas
$374K +$394K +13,065 New
AAP
88
Arax Advisory Partners
Colorado
$366K -$3.08K -102 -0.8%
TFS
89
TrustCore Financial Services
Tennessee
$363K +$383K +12,689 New
AFP
90
Ausdal Financial Partners
Iowa
$360K +$165K +5,482 +77%
MCM
91
MAI Capital Management
Ohio
$317K +$334K +11,065 New
RIS
92
Retirement Income Solutions
Michigan
$313K +$96.5K +3,199 +42%
HI
93
Harbour Investments
Wisconsin
$304K
VWA
94
Visionary Wealth Advisors
Illinois
$281K +$297K +9,835 New
OIA
95
OneDigital Investment Advisors
Kansas
$280K +$295K +9,780 New
MHS
96
M Holdings Securities
Oregon
$280K +$295K +9,782 New
AWM
97
Axxcess Wealth Management
California
$255K +$269K +8,925 New
RGF
98
Retirement Guys Formula
Ohio
$253K
VBFG
99
Vishria Bird Financial Group
Tennessee
$253K
TF
100
Trek Financial
Arizona
$252K +$266K +8,825 New

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.