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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
WP
201
WealthShield Partners
North Carolina
$13K – – –
ACM
202
Anfield Capital Management
California
$12.1K +$11.8K +319 New
LFG
203
Larson Financial Group
Missouri
$7.22K -$3.52K -95 -33%
CT
204
Caldwell Trust
Florida
$6.15K – – –
GRP
205
Global Retirement Partners
California
$5.7K – – –
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$2.28K +$2.22K +60 New
RIL
207
Rothschild Investment LLC
Illinois
$1.98K – – –
TFGT
208
TS Financial Group (TSFG)
Illinois
$1K – – –
SAG
209
SageView Advisory Group
California
– -$29.8K -1,096,635 Closed
RFG
210
Range Financial Group
Oregon
– -$17.4M -480,414 Closed
WIM
211
WealthPlan Investment Management
Nebraska
– -$4.93M -136,270 Closed
WP
212
WealthPLAN Partners
Nebraska
– -$2.55M -70,433 Closed
MIM
213
Macroview Investment Management
Maryland
– -$1.03M -28,446 Closed
Renaissance Technologies
214
Renaissance Technologies
New York
– -$839K -23,183 Closed
W
215
WPWealth
Texas
– -$580K -16,034 Closed
SRA
216
Secured Retirement Advisors
Minnesota
– -$558K -15,411 Closed
MW
217
Marcum Wealth
Ohio
– -$491K -13,558 Closed
SWA
218
Stratos Wealth Advisors
Ohio
– -$353K -9,758 Closed
LEFP
219
Leading Edge Financial Planning
Tennessee
– -$301K -8,325 Closed
CAG
220
Csenge Advisory Group
Florida
– -$295K -8,143 Closed
AWA
221
Arkadios Wealth Advisors
Georgia
– -$234K -6,453 Closed
PFA
222
Plotkin Financial Advisors
Maryland
– -$232K -6,404 Closed
TAM
223
Tucker Asset Management
Colorado
– -$26.9K -742 Closed
OLVIG
224
Oliver Lagore Vanvalin Investment Group
Michigan
– -$17.3K -477 Closed
BWM
225
BKM Wealth Management
Wisconsin
– -$10.9K -301 Closed
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.