We are live on ! Find out more
PJUL icon

Innovator US Equity Power Buffer ETF July
PJUL

241 hedge funds and large institutions have $782M invested in Innovator US Equity Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

100% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 48

28% more capital invested

Capital invested by funds: $612M → $782M (+$169M)

13% more funds holding

Funds holding: 214 → 241 (+27)

9.26% less ownership

Funds ownership: 85.92% → 76.66% (-9.3%)

Holders
241
Holders Change
+27
Holders Change %
+12.62%
% of All Funds
3.46%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
96
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCS
Personal CFO Solutions
New Jersey
+$19.7M
2
LC
Legacy CG
Texas
+$12.6M
3
William Blair & Company
William Blair & Company
Illinois
+$10.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.64M
5
Osaic Holdings
Osaic Holdings
Arizona
+$7.49M

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$2.94M
2
LPL Financial
LPL Financial
California
-$2.12M
3
PWA
Pillar Wealth Advisors
Pennsylvania
-$1.48M
4
BCM
Brookstone Capital Management
Illinois
-$1.26M
5
LSPW
Lake Street Private Wealth
Illinois
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
101
Castle Rock Wealth Management
California
$1.08M -$30.1K -763 -3%
DIM
102
Delta Investment Management
California
$1.07M -$163K -4,137 -13%
AWM
103
Atticus Wealth Management
Florida
$1.06M – – –
OMC
104
Old Mission Capital
Illinois
$1.05M +$1.02M +25,885 New
KA
105
Kearns & Associates
California
$1.04M +$761K +19,325 +301%
CA
106
Continuum Advisory
Idaho
$1.03M +$553K +14,030 +128%
SAG
107
SageView Advisory Group
California
$1.02M +$392K +9,961 +65%
BEI
108
Benjamin Edwards Inc
Missouri
$948K +$922K +23,410 New
BA
109
Bellwether Advisors
Nebraska
$934K +$276 +7 +0%
BBHC
110
Brown Brothers Harriman & Co
New York
$909K – – –
SOS
111
Silver Oak Securities
Tennessee
$900K -$4.06K -103 -0.5%
USCWA
112
U.S. Capital Wealth Advisors
Texas
$896K +$116K +2,936 +15%
IFG
113
Independent Financial Group
California
$891K -$35K -889 -4%
GI
114
Gradient Investments
Minnesota
$890K -$311K -7,895 -26%
VA
115
Valmark Advisers
Ohio
$825K +$86K +2,183 +12%
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$814K – – –
BCM
117
Beck Capital Management
Texas
$780K -$4.73K -120 -0.6%
FFG
118
Fiduciary Financial Group
California
$780K – – –
XF
119
XML Financial
Maryland
$763K -$34.5K -875 -4%
SWM
120
Sugarloaf Wealth Management
Georgia
$753K +$86.9K +2,205 +13%
NF
121
Nikulski Financial
Iowa
$753K +$207K +5,250 +39%
OCM
122
Orion Capital Management
California
$752K -$11.8K -300 -2%
AF
123
Advisornet Financial
Minnesota
$744K – – –
CFD
124
Creative Financial Designs
Indiana
$737K +$50.2K +1,275 +8%
SPIA
125
Steward Partners Investment Advisory
New York
$730K +$52.9K +1,343 +8%
3 4
5
6 7

PJUL Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q3 2024, worth a combined $782M — up 28% from $612M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PJUL positions and 13 closed out — a net gain of 30 holders — while 96 added to existing stakes and 48 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $19.7M. The largest seller was Foundations Investment Advisors, cutting an estimated $2.94M.

  • 241 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q3 2024, up from 214 in Q2 2024.
  • Funds reported $782M of Innovator US Equity Power Buffer ETF July stock for Q3 2024, up 28% quarter-over-quarter.
  • 43 funds opened new Innovator US Equity Power Buffer ETF July positions in Q3 2024 and 13 closed out, a net change of +30 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q3 2024 was Personal CFO Solutions, an estimated $19.7M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q3 2024 was Foundations Investment Advisors, an estimated $2.94M sold.

Based on aggregated 13F filings for Q3 2024.