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Innovator US Equity Power Buffer ETF July
PJUL

258 hedge funds and large institutions have $1.54B invested in Innovator US Equity Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 32 increasing their positions, 110 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

97% more capital invested

Capital invested by funds: $782M → $1.54B (+$759M)

7% more funds holding

Funds holding: 241 → 258 (+17)

0.94% less ownership

Funds ownership: 76.66% → 75.72% (-0.94%)

50% less funds holding in top 10

Funds holding in top 10: 10 → 5 (-5)

71% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 110

Holders
258
Holders Change
+17
Holders Change %
+7.05%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
35
Increased
32
Reduced
110
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$6.28M
2
CPP
Capasso Planning Partners
South Carolina
+$2.79M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.42M
4
TWP
Triad Wealth Partners
Kansas
+$698K
5
WIA
World Investment Advisors
California
+$684K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$26.5M
2
PCS
Personal CFO Solutions
New Jersey
-$20.2M
3
LC
Legacy CG
Texas
-$12.9M
4
KAS
Kestra Advisory Services
Texas
-$7.42M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$6.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
176
Frisch Financial Group
New York
$348K – – –
PWMG
177
Pinnacle Wealth Management Group
Michigan
$346K – – –
OMC
178
Old Mission Capital
Illinois
$327K -$735K -17,947 -69%
TWM
179
Tradition Wealth Management
Minnesota
$315K -$16.4K -400 -5%
TSW
180
Three Seasons Wealth
Utah
$314K – – –
DAS
181
Diversify Advisory Services
Utah
$310K -$3.48K -85 -1%
SOS
182
Silver Oak Securities
Tennessee
$307K -$609K -14,865 -67%
RGF
183
Retirement Guys Formula
Ohio
$295K – – –
CHC
184
City Holding Co
West Virginia
$287K – – –
CNWM
185
Clay Northam Wealth Management
California
$280K – – –
DWM
186
Dakota Wealth Management
Florida
$267K – – –
BWM
187
Brown Wealth Management
Illinois
$265K -$4.37M -106,680 -94%
BRWA
188
B. Riley Wealth Advisors
Florida
$262K – – –
MCM
189
Mitchell Capital Management
Kansas
$255K – – –
IWM
190
IHT Wealth Management
Illinois
$249K +$248K +6,045 New
KFP
191
KMG Fiduciary Partners
Ohio
$246K – – –
AAS
192
Ameritas Advisory Services
Nebraska
$246K – – –
BAM
193
Belpointe Asset Management
Nevada
$243K – – –
BFA
194
Beacon Financial Advisory
Ohio
$242K – – –
Morgan Stanley
195
Morgan Stanley
New York
$241K -$326K -7,946 -58%
VBFP
196
Valtinson Bruner Financial Planning
Minnesota
$241K – – –
SFM
197
Signet Financial Management
New Jersey
$237K – – –
CIA
198
Cape Investment Advisory
Georgia
$235K -$12.3K -300 -5%
RPGK
199
Retirement Planning Group (Kansas)
Kansas
$234K – – –
JWM
200
Jessup Wealth Management
Ohio
$228K -$8.15K -199 -3%
6 7
8
9 10

PJUL Hedge Fund Activity: Q4 2024 in Review

258 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2024, worth a combined $1.54B — up 97% from $782M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PJUL positions and 15 closed out — a net gain of 20 holders — while 32 added to existing stakes and 110 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.28M. The largest seller was Brookstone Capital Management, cutting an estimated $26.5M.

  • 258 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $1.54B of Innovator US Equity Power Buffer ETF July stock for Q4 2024, up 97% quarter-over-quarter.
  • 35 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2024 and 15 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2024 was Penserra Capital Management, an estimated $6.28M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q4 2024 was Brookstone Capital Management, an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2024.