Innovator US Equity Power Buffer ETF July
PJUL
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.
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: 92 → 128 (+36)
51.6% less ownership
Funds ownership: 122.42% → 70.82% (-52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$20.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.93M |
| 3 |
XF
XML Financial
Bethesda,
Maryland
|
+$8.66M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.98M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Applied Capital
Little Rock,
Arkansas
|
-$363K |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$270K |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
-$116K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$108K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWBC
126
John W. Brooker & Co
Oakland,
California
| $20K | +$21.1K | +700 | New |
|
|
SWM
127
Spire Wealth Management
Mclean,
Virginia
| $9K | +$9.8K | +325 | New |
|
|
NSIM
128
North Star Investment Management
Chicago,
Illinois
| $3K | – | – | – |
|
|
AC
129
Applied Capital
Little Rock,
Arkansas
| – | -$363K | -12,340 | Closed |
|
|
PFGIA
130
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$108K | -3,692 | Closed |
|
|
OIA
131
Optimum Investment Advisors
Chicago,
Illinois
| – | -$29K | -1,000 | Closed |
|
|
SWM
132
SeaCrest Wealth Management
Purchase,
New York
| – | -$29K | -1,000 | Closed |
|
|
BMD
133
Better Money Decisions
Santa Fe,
New Mexico
| – | -$22K | -746 | Closed |
|
134
UBS Group
Zurich,
Switzerland
| – | -$18K | -599 | Closed |
|
|
AW
135
ACG Wealth
Atlanta,
Georgia
| – | -$10K | -350 | Closed |
|
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.