Innovator US Equity Power Buffer ETF July
PJUL
211 hedge funds and large institutions have $839M invested in Innovator US Equity Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 9 closing their positions.
289% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 9
12% more funds holding
Funds holding: 188 → 211 (+23)
12% more capital invested
Capital invested by funds: $750M → $839M (+$88.7M)
5.8% more ownership
Funds ownership: 74.58% → 80.38% (+5.8%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
39% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$36.8M |
| 2 |
Jane Street
New York
|
+$15M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$8.08M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$7.73M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Compass Advisory Group
Melville,
New York
|
-$14.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.7M |
| 3 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$12.7M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$12.6M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$6M |
PJUL Hedge Fund Activity: Q4 2023 in Review
211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2023, worth a combined $839M — up 12% from $750M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PJUL positions and 9 closed out — a net gain of 26 holders — while 48 added to existing stakes and 79 trimmed.
The largest buyer was SageView Advisory Group, adding an estimated $36.8M. The largest seller was Compass Advisory Group, cutting an estimated $14.1M.
- 211 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2023, up from 188 in Q3 2023.
- Funds reported $839M of Innovator US Equity Power Buffer ETF July stock for Q4 2023, up 12% quarter-over-quarter.
- 35 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2023 and 9 closed out, a net change of +26 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2023 was SageView Advisory Group, an estimated $36.8M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q4 2023 was Compass Advisory Group, an estimated $14.1M sold.
Based on aggregated 13F filings for Q4 2023.