We are live on ! Find out more
PJUL icon

Innovator US Equity Power Buffer ETF July
PJUL

57 hedge funds and large institutions have $44.9M invested in Innovator US Equity Power Buffer ETF July in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

21% more funds holding

Funds holding: 47 → 57 (+10)

4.57% more ownership

Funds ownership: 36.55% → 41.12% (+4.6%)

4% more capital invested

Capital invested by funds: $43.2M → $44.9M (+$1.66M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
10
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.85M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.2M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$566K
4
OMC
Old Mission Capital
Illinois
+$558K
5
PCM
Penserra Capital Management
California
+$548K

Top Sellers

1
CFA
Carroll Financial Associates
North Carolina
-$6.55M
2
CAN
Cetera Advisor Networks
California
-$2.38M
3
HF
HRT Financial
New York
-$528K
4
JWCA
J.W. Cole Advisors
Florida
-$304K
5
WCG
Weaver Consulting Group
California
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1
Marcum Wealth
Ohio
$5.57M -$99.2K -3,509 -2%
BA
2
Bellwether Advisors
Nebraska
$3.55M +$3.49M +123,357 New
PCM
3
Penserra Capital Management
California
$2.89M +$548K +19,387 +24%
HighTower Advisors
4
HighTower Advisors
Illinois
$2.49M +$486K +17,205 +25%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.31M +$114K +4,035 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.17M -$76.6K -2,708 -3%
WIA
7
World Investment Advisors
California
$2.14M +$90.2K +3,191 +5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.89M +$1.85M +65,572 New
BMM
9
Berkshire Money Management
Massachusetts
$1.58M – – –
Citadel Advisors
10
Citadel Advisors
Florida
$1.54M +$1.2M +42,518 +383%
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$1.28M – – –
WP
12
WealthPLAN Partners
Nebraska
$1.26M – – –
OMC
13
Old Mission Capital
Illinois
$1.24M +$558K +19,740 +85%
TWM
14
Tradition Wealth Management
Minnesota
$1.14M +$1.13M +39,787 New
WDL
15
Well Done LLC
Michigan
$1.05M – – –
BCM
16
Beck Capital Management
Texas
$1.05M -$21.3K -755 -2%
CAN
17
Cetera Advisor Networks
California
$1.02M -$2.38M -84,220 -70%
WCG
18
Weaver Consulting Group
California
$799K -$255K -9,028 -25%
KAS
19
Kestra Advisory Services
Texas
$768K -$28.5K -1,007 -4%
SWA
20
Stratos Wealth Advisors
Ohio
$758K +$256K +9,040 +52%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$650K -$6.59K -233 -1%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$576K +$566K +20,027 New
Wolverine Trading
23
Wolverine Trading
Illinois
$519K +$511K +18,063 New
NF
24
Nikulski Financial
Iowa
$504K – – –
CA
25
Clearstead Advisors
Ohio
$477K – – –
1
2 3

PJUL Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2020, worth a combined $44.9M — up 3.8% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PJUL positions and 4 closed out — a net gain of 13 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.85M. The largest seller was Carroll Financial Associates, exiting entirely with an estimated $6.55M sold.

  • 57 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $44.9M of Innovator US Equity Power Buffer ETF July stock for Q4 2020, up 3.8% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2020 and 4 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2020 was Susquehanna International Group, an estimated $1.85M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q4 2020 was Carroll Financial Associates, an estimated $6.55M sold.

Based on aggregated 13F filings for Q4 2020.