Innovator US Equity Power Buffer ETF July
PJUL
151 hedge funds and large institutions have $402M invested in Innovator US Equity Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 52 reducing their positions, and 15 closing their positions.
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
35% more capital invested
Capital invested by funds: $297M → $402M (+$105M)
21.48% more ownership
Funds ownership: 72.43% → 93.92% (+21%)
7% more funds holding
Funds holding: 141 → 151 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$24.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.46M |
| 3 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
+$5.77M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.73M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18.9M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$6.53M |
| 3 |
CG
Caprock Group
Boise,
Idaho
|
-$4.13M |
| 4 |
XF
XML Financial
Bethesda,
Maryland
|
-$2.94M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.92M |
PJUL Hedge Fund Activity: Q2 2023 in Review
151 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2023, worth a combined $402M — up 35% from $297M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PJUL positions and 15 closed out — a net gain of 11 holders — while 45 added to existing stakes and 52 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $24.9M. The largest seller was Commonwealth Equity Services, cutting an estimated $18.9M.
- 151 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2023, up from 141 in Q1 2023.
- Funds reported $402M of Innovator US Equity Power Buffer ETF July stock for Q2 2023, up 35% quarter-over-quarter.
- 26 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2023 and 15 closed out, a net change of +11 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2023 was AllianceBernstein, an estimated $24.9M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q2 2023 was Commonwealth Equity Services, an estimated $18.9M sold.
Based on aggregated 13F filings for Q2 2023.