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Innovator US Equity Power Buffer ETF July

19 hedge funds and large institutions have $14M invested in Innovator US Equity Power Buffer ETF July in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

229% more capital invested

Capital invested by funds: $4.24M → $14M (+$9.74M)

171% more funds holding

Funds holding: 719 (+12)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

53.23% less ownership

Funds ownership: 72.38%19.15% (-53%)

Holders
19
Holders Change
+12
Holders Change %
+171.43%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
2
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
Advisor Group
Arizona
$1.75M +$1.64M +64,010 +1,735%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.64M +$1.63M +63,489 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.62M +$773K +30,181 +93%
WCG
4
Weaver Consulting Group
California
$1.61M -$5.04K -197 -0.3%
BCM
5
Beck Capital Management
Texas
$1.41M +$1.4M +54,765 New
WP
6
WealthPLAN Partners
Nebraska
$1.03M
RIA
7
Regal Investment Advisors
Michigan
$909K +$902K +35,240 New
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$839K +$832K +32,510 New
FI
9
FormulaFolio Investments
Michigan
$717K +$712K +27,800 New
SPC
10
Sigma Planning Corp
Michigan
$612K +$607K +23,730 New
NF
11
Nikulski Financial
Iowa
$538K +$531K +20,755 New
Jane Street
12
Jane Street
New York
$322K +$320K +12,492 New
NFG
13
Next Financial Group
Texas
$294K +$292K +11,402 New
APA
14
American Portfolios Advisors
New York
$227K +$225K +8,800 New
LNC
15
Lincoln National Corp
Pennsylvania
$210K +$208K +8,133 New
CAN
16
Cetera Advisor Networks
California
$201K +$200K +7,807 New
Morgan Stanley
17
Morgan Stanley
New York
$35K +$34.4K +1,342 New
GWM
18
Geneos Wealth Management
Colorado
$7K
AAP
19
Arax Advisory Partners
Colorado
$6K +$5.63K +220 New
SG Americas Securities
20
SG Americas Securities
New York
-$636K -25,000 Closed
AIA
21
Alera Investment Advisors
Illinois
-$50K -1,980 Closed

PJUL Hedge Fund Activity: Q2 2019 in Review

19 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2019, worth a combined $14M — up 229% from $4.24M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PJUL positions and 2 closed out — a net gain of 12 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Advisor Group, adding an estimated $1.64M. The largest seller was SG Americas Securities, exiting entirely with an estimated $636K sold.

  • 19 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2019, up from 7 in Q1 2019.
  • Funds reported $14M of Innovator US Equity Power Buffer ETF July stock for Q2 2019, up 229% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2019 and 2 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2019 was Advisor Group, an estimated $1.64M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q2 2019 was SG Americas Securities, an estimated $636K sold.

Based on aggregated 13F filings for Q2 2019.