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Innovator US Equity Power Buffer ETF July
PJUL

208 hedge funds and large institutions have $624M invested in Innovator US Equity Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 211 → 208 (-3)

5.39% less ownership

Funds ownership: 80.38% → 74.99% (-5.4%)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

26% less capital invested

Capital invested by funds: $839M → $624M (-$215M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

70% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 100

Holders
208
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
17
Increased
30
Reduced
100
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.8M
2
FIA
Foundations Investment Advisors
Arizona
+$6.56M
3
PCM
Penserra Capital Management
California
+$2.57M
4
MI
Motiv8 Investments
Florida
+$1.95M
5
KAS
Kestra Advisory Services
Texas
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$44.5M
2
GI
Gradient Investments
Minnesota
-$43.8M
3
BCM
Brookstone Capital Management
Illinois
-$35.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$31.7M
5
RFG
Range Financial Group
Oregon
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
76
Diligent Investors
California
$1.33M – – –
BA
77
Bellwether Advisors
Nebraska
$1.33M -$8.27K -223 -0.6%
OMC
78
Old Mission Capital
Illinois
$1.29M +$567K +15,292 +82%
LSPW
79
Lake Street Private Wealth
Illinois
$1.28M -$64.3K -1,735 -5%
GI
80
Gradient Investments
Minnesota
$1.27M -$43.8M -1,181,154 -97%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M -$32K -862 -3%
TF
82
Trek Financial
Arizona
$1.22M -$434K -11,702 -27%
CAL
83
Capital Analysts LLC
Pennsylvania
$1.19M -$30.3K -818 -3%
SI
84
Stephens Inc
Arkansas
$1.16M – – –
CWS
85
Cypress Wealth Services
California
$1.16M -$185K -4,979 -14%
OWA
86
Outlook Wealth Advisors
Texas
$1.1M -$7.24M -195,377 -87%
CA
87
Corrado Advisors
New Jersey
$1.08M -$2.56K -69 -0.2%
FFA
88
Fragasso Financial Advisors
Pennsylvania
$1.03M – – –
IA
89
IFP Advisors
Florida
$1.03M -$195K -5,256 -16%
WA
90
Wealth Alliance
New York
$1.02M – – –
CRWM
91
Castle Rock Wealth Management
California
$1.02M – – –
AWM
92
Atticus Wealth Management
Florida
$995K – – –
FFN
93
Focus Financial Network
Minnesota
$949K -$236K -6,379 -20%
CPCM
94
Cardinal Point Capital Management
Ontario, Canada
$929K – – –
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$915K -$4.03M -108,798 -82%
IFG
96
Independent Financial Group
California
$907K -$7.97K -215 -0.9%
FA
97
FSA Advisors
Michigan
$901K -$117K -3,150 -12%
VA
98
Valmark Advisers
Ohio
$887K – – –
BFEC
99
Benjamin F. Edwards & Company
Missouri
$878K -$832K -22,435 -49%
Citadel Advisors
100
Citadel Advisors
Florida
$877K +$856K +23,086 New
2 3
4
5 6

PJUL Hedge Fund Activity: Q1 2024 in Review

208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2024, worth a combined $624M — down 26% from $839M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PJUL and 17 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 30 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $6.8M. The largest seller was AE Wealth Management, cutting an estimated $44.5M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2024, down from 211 in Q4 2023.
  • Funds reported $624M of Innovator US Equity Power Buffer ETF July stock for Q1 2024, down 26% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2024 and 20 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6.8M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q1 2024 was AE Wealth Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q1 2024.