We are live on ! Find out more
PJUL icon

Innovator US Equity Power Buffer ETF July

86 hedge funds and large institutions have $108M invested in Innovator US Equity Power Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

4% more funds holding

Funds holding: 8386 (+3)

3.14% more ownership

Funds ownership: 61.25%64.38% (+3.1%)

15% less capital invested

Capital invested by funds: $127M → $108M (-$19.1M)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
18
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$17.9M -$481K -15,857 -3%
PCM
2
Penserra Capital Management
California
$8.21M +$1.33M +43,785 +20%
WP
3
WealthPLAN Partners
Nebraska
$6.22M +$2.8M +92,496 +78%
WIM
4
WealthPlan Investment Management
Nebraska
$6.22M +$6.4M +211,339 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.79M -$3.29M -108,651 -37%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.66M +$520K +17,167 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.91M -$384K -12,678 -7%
DHGWA
8
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4.16M -$10.2K -337 -0.2%
LNC
9
Lincoln National Corp
Pennsylvania
$2.96M +$83.3K +2,750 +3%
CA
10
CoreCap Advisors
Michigan
$2.77M -$40.9K -1,348 -1%
WIA
11
World Investment Advisors
California
$2.55M
EWM
12
Elmwood Wealth Management
California
$2.49M -$390K -12,857 -14%
LWA
13
Lineweaver Wealth Advisors
Ohio
$1.94M
GCP
14
Gill Capital Partners
Colorado
$1.75M
SWA
15
Stratos Wealth Advisors
Ohio
$1.72M -$91.9K -3,034 -5%
5L
16
55I LLC
Massachusetts
$1.48M +$1.12K +37 +0.1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.46M -$66.8K -2,204 -4%
BMM
18
Berkshire Money Management
Massachusetts
$1.35M
MFG
19
MTM Financial Group
Pennsylvania
$1.33M +$1.31M +43,386 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.28M +$155K +5,124 +14%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.18M -$137K -4,505 -11%
BWM
22
BCS Wealth Management
Tennessee
$1.13M -$30.1K -993 -3%
BCM
23
Beck Capital Management
Texas
$1.03M -$17.4K -575 -2%
BPA
24
Beacon Pointe Advisors
California
$1.01M +$209K +6,906 +26%
ASN
25
Advisory Services Network
Georgia
$944K +$213K +7,012 +30%

PJUL Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2022, worth a combined $108M — down 15% from $127M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PJUL positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 29 trimmed.

The largest buyer was WealthPLAN Partners, adding an estimated $2.8M. The largest seller was Transform Wealth, cutting an estimated $21.7M.

  • 86 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2022, up from 83 in Q4 2021.
  • Funds reported $108M of Innovator US Equity Power Buffer ETF July stock for Q1 2022, down 15% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2022 was WealthPLAN Partners, an estimated $2.8M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q1 2022 was Transform Wealth, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2022.