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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
Betterment LLC
176
Betterment LLC
New York
$314K -$70.6K -1,792 -19%
DAS
177
Diversify Advisory Services
Utah
$312K -$23.3K -592 -7%
TSW
178
Three Seasons Wealth
Utah
$309K +$300K +7,624 New
Corient Private Wealth
179
Corient Private Wealth
Florida
$305K +$297K +7,528 New
AA
180
ACT Advisors
North Carolina
$292K +$284K +7,218 New
RGF
181
Retirement Guys Formula
Ohio
$290K – – –
CHC
182
City Holding Co
West Virginia
$282K -$4.85K -123 -2%
CNWM
183
Clay Northam Wealth Management
California
$276K -$3.94K -100 -1%
DWM
184
Dakota Wealth Management
Florida
$263K +$256K +6,493 New
BRWA
185
B. Riley Wealth Advisors
Florida
$256K +$251K +6,365 New
MCM
186
Mitchell Capital Management
Kansas
$251K +$244K +6,200 New
BAM
187
Belpointe Asset Management
Nevada
$247K +$240K +6,103 New
CIA
188
Cape Investment Advisory
Georgia
$243K +$35.9K +910 +18%
KFP
189
KMG Fiduciary Partners
Ohio
$242K – – –
AAS
190
Ameritas Advisory Services
Nebraska
$242K – – –
APP
191
Avantax Planning Partners
Iowa
$238K -$1.58K -40 -0.7%
BFA
192
Beacon Financial Advisory
Ohio
$238K +$231K +5,870 New
VBFP
193
Valtinson Bruner Financial Planning
Minnesota
$237K – – –
FNWA
194
Financial Network Wealth Advisors
Utah
$236K -$788 -20 -0.3%
SFM
195
Signet Financial Management
New Jersey
$233K – – –
JWM
196
Jessup Wealth Management
Ohio
$232K +$226K +5,732 New
RPGK
197
Retirement Planning Group (Kansas)
Kansas
$230K – – –
PWA
198
Pillar Wealth Advisors
Pennsylvania
$226K -$1.48M -37,606 -87%
SFA
199
Sequoia Financial Advisors
Ohio
$219K -$20.1K -509 -9%
AWA
200
Arete Wealth Advisors
Illinois
$216K – – –
6 7
8
9 10

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.