Innovator US Equity Power Buffer ETF July
PJUL
143 hedge funds and large institutions have $385M invested in Innovator US Equity Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 12 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
23% more capital invested
Capital invested by funds: $312M → $385M (+$73M)
12% more funds holding
Funds holding: 128 → 143 (+15)
2.84% more ownership
Funds ownership: 70.82% → 73.66% (+2.8%)
5% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$15.8M |
| 2 |
IIA
Integral Investment Advisors
Turlock,
California
|
+$13.5M |
| 3 |
AWP
Ascent Wealth Partners
New Hartford,
New York
|
+$8.84M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.84M |
| 5 |
CAG
Compass Advisory Group
Melville,
New York
|
+$4.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$10.6M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.78M |
| 3 |
XF
XML Financial
Bethesda,
Maryland
|
-$2.58M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$2.52M |
| 5 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$1.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NAM
151
NorthCrest Asset Manangement
Plymouth,
Minnesota
| – | -$234K | -8,185 | Closed |
|
|
CWM
152
Castle Wealth Management
West Palm Beach,
Florida
| – | -$57K | -2,000 | Closed |
|
153
JP Morgan Chase
New York
| – | -$32K | -1,135 | Closed |
|
|
JWBC
154
John W. Brooker & Co
Oakland,
California
| – | -$20K | -700 | Closed |
|
|
NSIM
155
North Star Investment Management
Chicago,
Illinois
| – | -$3K | -100 | Closed |
|
PJUL Hedge Fund Activity: Q4 2022 in Review
143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2022, worth a combined $385M — up 23% from $312M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PJUL positions and 12 closed out — a net gain of 17 holders — while 41 added to existing stakes and 39 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $15.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.6M.
- 143 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2022, up from 128 in Q3 2022.
- Funds reported $385M of Innovator US Equity Power Buffer ETF July stock for Q4 2022, up 23% quarter-over-quarter.
- 29 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2022 and 12 closed out, a net change of +17 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2022 was L.J. Altfest & Co, an estimated $15.8M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q4 2022 was Commonwealth Equity Services, an estimated $10.6M sold.
Based on aggregated 13F filings for Q4 2022.