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Innovator US Equity Power Buffer ETF July

30 hedge funds and large institutions have $26.5M invested in Innovator US Equity Power Buffer ETF July in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

89% more capital invested

Capital invested by funds: $14M → $26.5M (+$12.5M)

58% more funds holding

Funds holding: 1930 (+11)

5.89% more ownership

Funds ownership: 19.15%25.04% (+5.9%)

Holders
30
Holders Change
+11
Holders Change %
+57.89%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
8
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
Advisor Group
Arizona
$3.09M +$1.32M +50,755 +75%
Wolverine Trading
2
Wolverine Trading
Illinois
$3M +$2.99M +115,403 New
WCG
3
Weaver Consulting Group
California
$2.58M +$932K +35,938 +57%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.79M +$155K +5,995 +10%
CAN
5
Cetera Advisor Networks
California
$1.76M +$1.55M +59,751 +765%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.74M +$86.4K +3,332 +5%
AEPG
7
American Economic Planning Group
New Jersey
$1.25M +$1.25M +48,031 New
VBFP
8
Valtinson Bruner Financial Planning
Minnesota
$1.25M +$1.24M +47,765 New
FI
9
FormulaFolio Investments
Michigan
$1.24M +$511K +19,715 +71%
BCM
10
Beck Capital Management
Texas
$1.17M -$256K -9,880 -18%
WDL
11
Well Done LLC
Michigan
$1.08M +$1.07M +41,379 New
WP
12
WealthPLAN Partners
Nebraska
$1.06M
RTS
13
Round Table Services
New Jersey
$975K +$969K +37,385 New
SI
14
Stephens Inc
Arkansas
$817K +$813K +31,343 New
IC
15
InterOcean Capital
Illinois
$593K +$590K +22,740 New
NF
16
Nikulski Financial
Iowa
$501K -$40.1K -1,545 -7%
CA
17
Clearstead Advisors
Ohio
$433K +$430K +16,590 New
APA
18
American Portfolios Advisors
New York
$373K +$143K +5,500 +63%
NFG
19
Next Financial Group
Texas
$365K +$66.9K +2,579 +23%
HighTower Advisors
20
HighTower Advisors
Illinois
$312K +$310K +11,963 New
BMM
21
Berkshire Money Management
Massachusetts
$278K +$276K +10,652 New
Citadel Advisors
22
Citadel Advisors
Florida
$221K +$220K +8,487 New
LNC
23
Lincoln National Corp
Pennsylvania
$212K
IA
24
IFP Advisors
Florida
$164K +$164K +6,341 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$107K +$106K +4,100 New

PJUL Hedge Fund Activity: Q3 2019 in Review

30 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q3 2019, worth a combined $26.5M — up 89% from $14M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PJUL positions and 4 closed out — a net gain of 11 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $2.99M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $909K sold.

  • 30 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q3 2019, up from 19 in Q2 2019.
  • Funds reported $26.5M of Innovator US Equity Power Buffer ETF July stock for Q3 2019, up 89% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Power Buffer ETF July positions in Q3 2019 and 4 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q3 2019 was Wolverine Trading, an estimated $2.99M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q3 2019 was Regal Investment Advisors, an estimated $909K sold.

Based on aggregated 13F filings for Q3 2019.