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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
CFP
101
Cypress Financial Planning
New Jersey
$245K +$24.3K +806 +10%
PA
102
PFG Advisors
Arizona
$240K +$253K +8,389 New
BFEC
103
Benjamin F. Edwards & Company
Missouri
$234K +$96.8K +3,210 +65%
NAM
104
NorthCrest Asset Manangement
Minnesota
$234K +$247K +8,185 New
CA
105
Corrado Advisors
New Jersey
$232K +$245K +8,110 New
VBFP
106
Valtinson Bruner Financial Planning
Minnesota
$229K +$242K +8,011 New
SWM
107
Sugarloaf Wealth Management
Georgia
$228K +$139K +4,606 +137%
CNWM
108
Clay Northam Wealth Management
California
$217K
SPIA
109
Steward Partners Investment Advisory
New York
$217K +$229K +7,600 New
SFM
110
Signet Financial Management
New Jersey
$214K +$225K +7,474 New
MW
111
Marcum Wealth
Ohio
$209K +$220K +7,303 New
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$209K +$221K +7,311 New
AWS
113
Atria Wealth Solutions
New York
$207K +$5.88K +195 +3%
SWA
114
Sutton Wealth Advisors
Florida
$189K +$15.6K +517 +8%
CFD
115
Creative Financial Designs
Indiana
$163K +$172K +5,700 New
TWP
116
TFO Wealth Partners
Ohio
$133K
IF
117
Integrity Financial
Wyoming
$99K -$20.4K -675 -16%
GWM
118
Geneos Wealth Management
Colorado
$69K
AIC
119
Archer Investment Corporation
Indiana
$57.2K
CWM
120
Castle Wealth Management
Florida
$57K
CHC
121
City Holding Co
West Virginia
$57K +$60.3K +2,000 New
CP
122
Castleview Partners
Texas
$38K -$116K -3,839 -74%
CCM
123
Covington Capital Management
California
$38K +$30.2K +1,000 +308%
JP Morgan Chase
124
JP Morgan Chase
New York
$32K +$34.2K +1,135 New
Morgan Stanley
125
Morgan Stanley
New York
$23K +$24.1K +799 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.