Innovator US Equity Power Buffer ETF July
PJUL
3 hedge funds and large institutions have $1.62M invested in Innovator US Equity Power Buffer ETF July in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.
80% more capital invested
Capital invested by funds: $901K → $1.62M (+$719K)
28.47% more ownership
Funds ownership: 0% → 28.47% (+28%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$993K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$7.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$249K |
| 2 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
1
WealthPLAN Partners
Omaha,
Nebraska
| $1.01M | +$993K | +40,175 | New |
|
2
SG Americas Securities
New York
| $600K | – | – | – |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $7K | +$7.41K | +300 | New |
|
|
4
Jane Street
New York
| – | -$249K | -9,683 | Closed |
|
|
WCAMG
5
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| – | -$10K | -400 | Closed |
|
PJUL Hedge Fund Activity: Q4 2018 in Review
3 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2018, worth a combined $1.62M — up 80% from $901K a quarter earlier.
Fund positioning in PJUL was balanced in Q4 2018: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $993K. The largest seller was Jane Street, exiting entirely with an estimated $249K sold.
- 3 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $1.62M of Innovator US Equity Power Buffer ETF July stock for Q4 2018, up 80% quarter-over-quarter.
- 2 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2018 and 2 closed out, a net change of 0 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2018 was WealthPLAN Partners, an estimated $993K added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q4 2018 was Jane Street, an estimated $249K sold.
Based on aggregated 13F filings for Q4 2018.