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Innovator US Equity Power Buffer ETF July

59 hedge funds and large institutions have $94M invested in Innovator US Equity Power Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more capital invested

Capital invested by funds: $37M → $94M (+$57M)

81.27% more ownership

Funds ownership: 46.71%127.98% (+81%)

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

20% more funds holding

Funds holding: 4959 (+10)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
12
Reduced
11
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$23M +$22.9M +777,286 New
AllianceBernstein
2
AllianceBernstein
Tennessee
$19.4M +$19.4M +656,537 New
CAG
3
Compass Advisory Group
New York
$8.87M +$8.84M +299,481 New
Osaic Holdings
4
Osaic Holdings
Arizona
$6.03M +$3.95M +133,826 +191%
PCM
5
Penserra Capital Management
California
$4.46M +$73.2K +2,479 +2%
EWM
6
Elmwood Wealth Management
California
$2.82M +$110K +3,722 +4%
WIA
7
World Investment Advisors
California
$2.3M +$236K +7,985 +11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.17M +$108K +3,656 +5%
HFA
9
Hoover Financial Advisors
Pennsylvania
$1.61M +$1.6M +54,239 New
LWA
10
Lineweaver Wealth Advisors
Ohio
$1.53M +$1.53M +51,710 New
BMM
11
Berkshire Money Management
Massachusetts
$1.3M +$139K +4,700 +12%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.16M -$209K -7,098 -15%
GCP
13
Gill Capital Partners
Colorado
$1.11M +$1.11M +37,656 New
BCM
14
Beck Capital Management
Texas
$1.07M -$2.95K -100 -0.3%
WP
15
WealthPLAN Partners
Nebraska
$1.07M +$1.06M +35,773 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.06M +$760K +25,766 +258%
BWM
17
BCS Wealth Management
Tennessee
$930K +$927K +31,419 New
WDL
18
Well Done LLC
Michigan
$920K
CPIG
19
Chicago Partners Investment Group
Illinois
$890K +$878K +29,766 New
KAS
20
Kestra Advisory Services
Texas
$850K +$184K +6,224 +28%
SWA
21
Stratos Wealth Advisors
Ohio
$846K +$42.1K +1,428 +5%
FTUS
22
Flow Traders U.S.
New York
$722K +$719K +24,375 New
BPA
23
Beacon Pointe Advisors
California
$624K +$622K +21,079 New
ATPW
24
Ashton Thomas Private Wealth
Arizona
$600K +$598K +20,250 New
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$582K -$78.1K -2,647 -12%

PJUL Hedge Fund Activity: Q2 2021 in Review

59 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2021, worth a combined $94M — up 154% from $37M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PJUL positions and 14 closed out — a net gain of 10 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $22.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.25M sold.

  • 59 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $94M of Innovator US Equity Power Buffer ETF July stock for Q2 2021, up 154% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2021 and 14 closed out, a net change of +10 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2021 was Personal CFO Solutions, an estimated $22.9M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q2 2021 was Citadel Advisors, an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2021.