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Innovator US Equity Power Buffer ETF July
PJUL

79 hedge funds and large institutions have $136M invested in Innovator US Equity Power Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

329% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 7

45% more capital invested

Capital invested by funds: $94M → $136M (+$42.2M)

34% more funds holding

Funds holding: 59 → 79 (+20)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

70.08% less ownership

Funds ownership: 127.98% → 57.9% (-70%)

Holders
79
Holders Change
+20
Holders Change %
+33.9%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
30
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
Transform Wealth
Colorado
+$29.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.79M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.91M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.01M
5
WP
WealthPLAN Partners
Nebraska
+$2.99M

Top Sellers

1
PCS
Personal CFO Solutions
New Jersey
-$23M
2
FTUS
Flow Traders U.S.
New York
-$722K
3
AllianceBernstein
AllianceBernstein
Tennessee
-$703K
4
CA
Clearstead Advisors
Ohio
-$491K
5
WDL
Well Done LLC
Michigan
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1
Transform Wealth
Colorado
$29.4M +$29.5M +987,964 New
AllianceBernstein
2
AllianceBernstein
Tennessee
$18.8M -$703K -23,518 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.96M +$3.91M +130,892 +64%
CAG
4
Compass Advisory Group
New York
$9.6M +$691K +23,096 +8%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.15M +$8.79M +294,051 +2,189%
PCM
6
Penserra Capital Management
California
$5.35M +$867K +28,985 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.17M +$3.01M +100,509 +137%
WP
8
WealthPLAN Partners
Nebraska
$4.14M +$2.99M +100,005 +280%
LNC
9
Lincoln National Corp
Pennsylvania
$2.9M +$2.49M +83,107 +580%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.79M +$1.73M +57,921 +162%
WIA
11
World Investment Advisors
California
$2.44M +$123K +4,101 +5%
AIC
12
Ameritas Investment Company
Nebraska
$1.96M +$1.97M +66,024 New
LWA
13
Lineweaver Wealth Advisors
Ohio
$1.88M +$341K +11,390 +22%
AA
14
Advisory Alpha
Michigan
$1.82M +$1.83M +61,052 New
GCP
15
Gill Capital Partners
Colorado
$1.7M +$578K +19,339 +51%
SWA
16
Stratos Wealth Advisors
Ohio
$1.58M +$739K +24,698 +86%
5L
17
55I LLC
Massachusetts
$1.4M +$1.4M +46,982 New
BMM
18
Berkshire Money Management
Massachusetts
$1.31M – – –
HighTower Advisors
19
HighTower Advisors
Illinois
$1.29M +$127K +4,245 +11%
BWM
20
BCS Wealth Management
Tennessee
$1.09M +$158K +5,292 +17%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.06M +$1.06M +35,497 New
BCM
22
Beck Capital Management
Texas
$1.03M -$51.3K -1,715 -5%
OMC
23
Old Mission Capital
Illinois
$990K +$995K +33,289 New
KAS
24
Kestra Advisory Services
Texas
$917K +$63.6K +2,127 +7%
CPIG
25
Chicago Partners Investment Group
Illinois
$908K – – –
1
2 3 4

PJUL Hedge Fund Activity: Q3 2021 in Review

79 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q3 2021, worth a combined $136M — up 45% from $94M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PJUL positions and 5 closed out — a net gain of 23 holders — while 30 added to existing stakes and 7 trimmed.

The largest buyer was Transform Wealth, opening a new position worth an estimated $29.5M. The largest seller was Personal CFO Solutions, cutting an estimated $23M.

  • 79 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q3 2021, up from 59 in Q2 2021.
  • Funds reported $136M of Innovator US Equity Power Buffer ETF July stock for Q3 2021, up 45% quarter-over-quarter.
  • 28 funds opened new Innovator US Equity Power Buffer ETF July positions in Q3 2021 and 5 closed out, a net change of +23 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q3 2021 was Transform Wealth, an estimated $29.5M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q3 2021 was Personal CFO Solutions, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2021.