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Innovator US Equity Power Buffer ETF July
PJUL

214 hedge funds and large institutions have $612M invested in Innovator US Equity Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 82 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

10.93% more ownership

Funds ownership: 74.99% → 85.92% (+11%)

3% more funds holding

Funds holding: 208 → 214 (+6)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

2% less capital invested

Capital invested by funds: $624M → $612M (-$12.2M)

38% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 82

Holders
214
Holders Change
+6
Holders Change %
+2.88%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
27
Increased
51
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$23.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$13.7M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$10.2M
4
KAS
Kestra Advisory Services
Texas
+$7.32M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$3.86M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$23.3M
2
HighTower Advisors
HighTower Advisors
Illinois
-$13.8M
3
HWM
HFG Wealth Management
Texas
-$10.3M
4
MMA
Miracle Mile Advisors
California
-$6.92M
5
LNC
Lincoln National Corp
Pennsylvania
-$5.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
176
Ameritas Advisory Services
Nebraska
$232K – – –
APP
177
Avantax Planning Partners
Iowa
$230K -$1.34K -35 -0.6%
SFA
178
Sequoia Financial Advisors
Ohio
$230K – – –
VBFP
179
Valtinson Bruner Financial Planning
Minnesota
$227K – – –
FNWA
180
Financial Network Wealth Advisors
Utah
$227K – – –
SFM
181
Signet Financial Management
New Jersey
$223K -$27.5K -720 -11%
KWM
182
Kingsview Wealth Management
Oregon
$221K -$23.3K -608 -10%
RPGK
183
Retirement Planning Group (Kansas)
Kansas
$220K -$32.4K -848 -13%
WFAG
184
Worth Financial Advisory Group
North Carolina
$220K – – –
LFAS
185
Level Four Advisory Services
Texas
$216K -$142K -3,700 -40%
Mercer Global Advisors
186
Mercer Global Advisors
Colorado
$211K -$713K -18,637 -77%
AWA
187
Arete Wealth Advisors
Illinois
$208K +$205K +5,357 New
IIA
188
Integral Investment Advisors
California
$204K +$201K +5,260 New
SCM
189
Schnieders Capital Management
California
$204K +$201K +5,245 New
CIA
190
Cape Investment Advisory
Georgia
$198K – – –
HI
191
Horizon Investments
North Carolina
$154K +$115K +3,016 +316%
JP Morgan Chase
192
JP Morgan Chase
New York
$141K -$135K -3,533 -49%
TWP
193
Triad Wealth Partners
Kansas
$132K +$130K +3,388 New
S
194
SignatureFD
Georgia
$127K +$125K +3,275 New
IF
195
Integrity Financial
Wyoming
$122K – – –
US Bancorp
196
US Bancorp
Minnesota
$94.4K – – –
GWM
197
Geneos Wealth Management
Colorado
$94.1K – – –
WWMSC
198
Wagner Wealth Management (South Carolina)
South Carolina
$77.7K – – –
AC
199
AlphaCore Capital
California
$73.8K – – –
CIAS
200
Capital Investment Advisory Services
North Carolina
$72.5K -$36.5K -954 -34%
6 7
8
9 10

PJUL Hedge Fund Activity: Q2 2024 in Review

214 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2024, worth a combined $612M — down 1.9% from $624M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PJUL positions and 17 closed out — a net gain of 10 holders — while 51 added to existing stakes and 82 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $23.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $23.3M.

  • 214 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2024, up from 208 in Q1 2024.
  • Funds reported $612M of Innovator US Equity Power Buffer ETF July stock for Q2 2024, down 1.9% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2024 and 17 closed out, a net change of +10 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2024 was Brookstone Capital Management, an estimated $23.5M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2024.