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Innovator US Equity Power Buffer ETF July
PJUL

208 hedge funds and large institutions have $624M invested in Innovator US Equity Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 211 → 208 (-3)

5.39% less ownership

Funds ownership: 80.38% → 74.99% (-5.4%)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

26% less capital invested

Capital invested by funds: $839M → $624M (-$215M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

70% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 100

Holders
208
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
17
Increased
30
Reduced
100
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.8M
2
FIA
Foundations Investment Advisors
Arizona
+$6.56M
3
PCM
Penserra Capital Management
California
+$2.57M
4
MI
Motiv8 Investments
Florida
+$1.95M
5
KAS
Kestra Advisory Services
Texas
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$44.5M
2
GI
Gradient Investments
Minnesota
-$43.8M
3
BCM
Brookstone Capital Management
Illinois
-$35.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$31.7M
5
RFG
Range Financial Group
Oregon
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
176
B. Riley Wealth Advisors
Florida
$226K +$248K +6,698 New
KFP
177
KMG Fiduciary Partners
Ohio
$226K – – –
SFA
178
Sequoia Financial Advisors
Ohio
$225K -$54.2K -1,463 -20%
VBFP
179
Valtinson Bruner Financial Planning
Minnesota
$222K -$2.6K -70 -1%
FNWA
180
Financial Network Wealth Advisors
Utah
$222K – – –
WFAG
181
Worth Financial Advisory Group
North Carolina
$215K – – –
TSS
182
Two Sigma Securities
New York
$212K +$207K +5,591 New
ZIMP
183
Zimmermann Investment Management & Planning
Pennsylvania
$211K -$109K -2,930 -35%
DAS
184
Diversify Advisory Services
Utah
$210K +$205K +5,538 New
CIA
185
Cape Investment Advisory
Georgia
$193K – – –
TWP
186
TFO Wealth Partners
Ohio
$177K – – –
IF
187
Integrity Financial
Wyoming
$119K – – –
CIAS
188
Capital Investment Advisory Services
North Carolina
$107K – – –
US Bancorp
189
US Bancorp
Minnesota
$92.3K – – –
GWM
190
Geneos Wealth Management
Colorado
$92K – – –
Morgan Stanley
191
Morgan Stanley
New York
$91.1K -$107K -2,889 -55%
WWMSC
192
Wagner Wealth Management (South Carolina)
South Carolina
$76K – – –
AC
193
AlphaCore Capital
California
$72.2K – – –
UBS Group
194
UBS Group
Switzerland
$49.4K +$25.1K +677 +108%
Royal Bank of Canada
195
Royal Bank of Canada
Ontario, Canada
$43K – – –
HI
196
Horizon Investments
North Carolina
$36.2K +$35.4K +954 New
CP
197
Castleview Partners
Texas
$23.5K – – –
AIC
198
Archer Investment Corporation
Indiana
$18.8K – – –
VL
199
Vima LLC
Michigan
$14.6K – – –
SS
200
Sunbelt Securities
Texas
$13.1K – – –
6 7
8
9 10

PJUL Hedge Fund Activity: Q1 2024 in Review

208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2024, worth a combined $624M — down 26% from $839M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PJUL and 17 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 30 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $6.8M. The largest seller was AE Wealth Management, cutting an estimated $44.5M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2024, down from 211 in Q4 2023.
  • Funds reported $624M of Innovator US Equity Power Buffer ETF July stock for Q1 2024, down 26% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2024 and 20 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6.8M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q1 2024 was AE Wealth Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q1 2024.