We are live on ! Find out more
PJUL icon

Innovator US Equity Power Buffer ETF July

39 hedge funds and large institutions have $26.7M invested in Innovator US Equity Power Buffer ETF July in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

30% more funds holding

Funds holding: 3039 (+9)

4.82% more ownership

Funds ownership: 25.04%29.86% (+4.8%)

1% more capital invested

Capital invested by funds: $26.5M → $26.7M (+$250K)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1
Advisor Group
Arizona
$3.1M -$66.3K -2,512 -2%
WCG
2
Weaver Consulting Group
California
$2.6M +$27.8K +1,052 +1%
CAN
3
Cetera Advisor Networks
California
$2M +$185K +7,011 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.72M -$63.3K -2,398 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.62M -$216K -8,183 -12%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$1.28M -$2.53K -96 -0.2%
EWM
7
Elmwood Wealth Management
California
$1.22M +$1.2M +45,495 New
RTS
8
Round Table Services
New Jersey
$1.13M +$128K +4,868 +13%
WDL
9
Well Done LLC
Michigan
$1.11M
WP
10
WealthPLAN Partners
Nebraska
$1.09M
BCM
11
Beck Capital Management
Texas
$1.09M -$113K -4,283 -10%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$931K +$919K +34,830 New
OMC
13
Old Mission Capital
Illinois
$903K +$891K +33,752 New
FI
14
FormulaFolio Investments
Michigan
$819K -$446K -16,908 -36%
SI
15
Stephens Inc
Arkansas
$651K -$185K -7,008 -22%
IC
16
InterOcean Capital
Illinois
$608K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$601K +$593K +22,469 New
Wolverine Trading
18
Wolverine Trading
Illinois
$568K -$2.48M -94,155 -82%
NF
19
Nikulski Financial
Iowa
$515K -$1.98K -75 -0.4%
Jane Street
20
Jane Street
New York
$468K +$462K +17,495 New
CA
21
Clearstead Advisors
Ohio
$444K
APA
22
American Portfolios Advisors
New York
$391K +$7.92K +300 +2%
HighTower Advisors
23
HighTower Advisors
Illinois
$321K
NFG
24
Next Financial Group
Texas
$291K -$82K -3,106 -22%
BMM
25
Berkshire Money Management
Massachusetts
$291K +$5.86K +222 +2%

PJUL Hedge Fund Activity: Q4 2019 in Review

39 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2019, worth a combined $26.7M — up 0.95% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PJUL positions and 2 closed out — a net gain of 10 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Elmwood Wealth Management, opening a new position worth an estimated $1.2M. The largest seller was Wolverine Trading, cutting an estimated $2.48M.

  • 39 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2019, up from 30 in Q3 2019.
  • Funds reported $26.7M of Innovator US Equity Power Buffer ETF July stock for Q4 2019, up 0.95% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2019 and 2 closed out, a net change of +10 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2019 was Elmwood Wealth Management, an estimated $1.2M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q4 2019 was Wolverine Trading, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2019.