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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
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$57.3K +$56.4K +1,473 New
ATPW
202
Ashton Thomas Private Wealth
Arizona
$44.5K +$43.8K +1,145 New
CP
203
Castleview Partners
Texas
$24K – – –
AIC
204
Archer Investment Corporation
Indiana
$19.2K – – –
SS
205
Sunbelt Securities
Texas
$13.4K – – –
WP
206
WealthShield Partners
North Carolina
$13.2K – – –
ACM
207
Anfield Capital Management
California
$12.4K – – –
LFG
208
Larson Financial Group
Missouri
$7.38K – – –
CT
209
Caldwell Trust
Florida
$6.29K – – –
GRP
210
Global Retirement Partners
California
$5.83K – – –
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$2.36K – – –
MWM
212
Mascoma Wealth Management
New Hampshire
$2.25K +$2.22K +58 New
RIL
213
Rothschild Investment LLC
Illinois
$2.02K – – –
TFGT
214
TS Financial Group (TSFG)
Illinois
$1K – – –
LNC
215
Lincoln National Corp
Pennsylvania
– -$5.04M -132,795 Closed
CG
216
Caprock Group
Idaho
– -$3.33M -87,754 Closed
Jane Street
217
Jane Street
New York
– -$3.12M -82,275 Closed
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
– -$1.4M -36,730 Closed
OMC
219
Old Mission Capital
Illinois
– -$1.29M -34,047 Closed
NFG
220
Nations Financial Group
Iowa
– -$584K -15,374 Closed
HF
221
HRT Financial
New York
– -$540K -14,234 Closed
ACM
222
Avalon Capital Management
California
– -$307K -8,089 Closed
MCM
223
Mitchell Capital Management
Kansas
– -$295K -7,766 Closed
CBFP
224
Cedar Brook Financial Partners
Ohio
– -$282K -7,426 Closed
BRWA
225
B. Riley Wealth Advisors
Florida
– -$226K -6,698 Closed
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.