Innovator US Equity Power Buffer ETF July
PJUL
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.
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: 86 → 92 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$50.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$33.3M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$9.02M |
| 4 |
CG
Caprock Group
Boise,
Idaho
|
+$9.02M |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.9M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.68M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
-$1.48M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$748K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$563K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWA
101
V Wealth Advisors
Overland Park,
Kansas
| – | -$204K | -6,638 | Closed |
|
|
SB
102
Strategic Blueprint
Atlanta,
Georgia
| – | -$201K | -6,536 | Closed |
|
|
MCC
103
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$23K | -735 | Closed |
|
|
ST
104
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$22K | -720 | Closed |
|
105
Wells Fargo
San Francisco,
California
| – | -$16K | -513 | 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.