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Innovator US Equity Power Buffer ETF July

92 hedge funds and large institutions have $205M invested in Innovator US Equity Power Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

90% more capital invested

Capital invested by funds: $108M → $205M (+$97.4M)

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

58.03% more ownership

Funds ownership: 64.38%122.42% (+58%)

7% more funds holding

Funds holding: 8692 (+6)

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
39
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$67M +$50.2M +1,695,263 +290%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.7M +$33.3M +1,123,032 +702%
PCM
3
Penserra Capital Management
California
$9.96M +$2.11M +71,272 +27%
CG
4
Caprock Group
Idaho
$8.94M +$9.02M +304,390 New
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$8.94M +$9.02M +304,404 New
Osaic Holdings
6
Osaic Holdings
Arizona
$7.89M +$1.75M +59,249 +28%
CA
7
CoreCap Advisors
Michigan
$3.06M +$411K +13,874 +15%
DIM
8
Delta Investment Management
California
$3M +$3.03M +102,243 New
BA
9
Bellwether Advisors
Nebraska
$2.72M +$2.62M +88,612 +2,195%
WIA
10
World Investment Advisors
California
$2.64M +$78.3K +2,645 +3%
SEP
11
Southland Equity Partners
Missouri
$2.55M +$2.24M +75,744 +694%
EWM
12
Elmwood Wealth Management
California
$2.36M -$25.2K -850 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.08M +$1.47M +49,579 +233%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.04M +$820K +27,695 +66%
LWA
15
Lineweaver Wealth Advisors
Ohio
$1.87M +$14.1K +476 +0.8%
BPA
16
Beacon Pointe Advisors
California
$1.82M +$858K +28,966 +88%
SWA
17
Stratos Wealth Advisors
Ohio
$1.8M +$151K +5,088 +9%
GCP
18
Gill Capital Partners
Colorado
$1.75M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.7M +$302K +10,190 +21%
MFG
20
MTM Financial Group
Pennsylvania
$1.42M +$148K +5,012 +12%
KAS
21
Kestra Advisory Services
Texas
$1.35M +$531K +17,919 +64%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.32M +$198K +6,685 +17%
BMM
23
Berkshire Money Management
Massachusetts
$1.23M -$61.9K -2,090 -5%
PWA
24
Pillar Wealth Advisors
Pennsylvania
$1.17M +$807K +27,260 +217%
LNC
25
Lincoln National Corp
Pennsylvania
$1.17M -$1.68M -56,785 -59%

PJUL Hedge Fund Activity: Q2 2022 in Review

92 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2022, worth a combined $205M — up 90% from $108M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PJUL positions and 13 closed out — a net gain of 9 holders — while 39 added to existing stakes and 13 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $50.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $4.9M.

  • 92 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2022, up from 86 in Q1 2022.
  • Funds reported $205M of Innovator US Equity Power Buffer ETF July stock for Q2 2022, up 90% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2022 and 13 closed out, a net change of +9 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2022 was AllianceBernstein, an estimated $50.2M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q2 2022 was Janney Montgomery Scott, an estimated $4.9M sold.

Based on aggregated 13F filings for Q2 2022.