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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
PA
151
PFG Advisors
Arizona
$471K +$75K +1,903 +20%
PSCM
152
Per Stirling Capital Management
Texas
$470K +$16.3K +413 +4%
ASN
153
Advisory Services Network
Georgia
$460K – – –
AWAP
154
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$453K – – –
LSIA
155
LaSalle St. Investment Advisors
Illinois
$446K -$172K -4,374 -28%
RIS
156
Retirement Income Solutions
Michigan
$440K – – –
NAM
157
NorthCrest Asset Manangement
Minnesota
$422K – – –
RJA
158
Raymond James & Associates
Florida
$416K +$24.8K +629 +7%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$411K – – –
CPA
160
Clear Point Advisors
New York
$407K – – –
LF
161
Lantz Financial
Illinois
$406K +$395K +10,022 New
HI
162
Horizon Investments
North Carolina
$404K +$237K +6,019 +152%
RFG
163
Range Financial Group
Oregon
$395K +$385K +9,761 New
Cerity Partners
164
Cerity Partners
New York
$393K – – –
SFA
165
Souders Financial Advisors
Ohio
$393K – – –
WFS
166
WealthGarden F.S.
California
$378K +$368K +9,343 New
AGWCA
167
Annis Gardner Whiting Capital Advisors
Florida
$371K – – –
HF
168
HRT Financial
New York
$364K +$354K +8,997 New
VBFG
169
Vishria Bird Financial Group
Tennessee
$358K – – –
MCC
170
Money Concepts Capital
Florida
$353K +$344K +8,726 New
FFG
171
Frisch Financial Group
New York
$342K – – –
PWMG
172
Pinnacle Wealth Management Group
Michigan
$340K -$118K -3,000 -26%
FFA
173
Farther Finance Advisors
California
$329K +$320K +8,125 New
TWM
174
Tradition Wealth Management
Minnesota
$326K +$22.6K +573 +8%
AF
175
Allworth Financial
California
$326K – – –
5 6
7
8 9

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.