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Innovator US Equity Power Buffer ETF July

143 hedge funds and large institutions have $385M invested in Innovator US Equity Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $312M → $385M (+$73M)

12% more funds holding

Funds holding: 128143 (+15)

2.84% more ownership

Funds ownership: 70.82%73.66% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
29
Increased
41
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$71.4M -$783K -26,136 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35M -$10.6M -354,589 -23%
BCM
3
Brookstone Capital Management
Illinois
$21.9M -$3.56K -119 -0%
AWM
4
AE Wealth Management
Kansas
$19.7M +$8.84M +295,054 +82%
LJAC
5
L.J. Altfest & Co
New York
$15.9M +$15.8M +526,996 New
PCM
6
Penserra Capital Management
California
$14.3M +$1.84M +61,549 +15%
IIA
7
Integral Investment Advisors
California
$13.6M +$13.5M +452,062 New
Osaic Holdings
8
Osaic Holdings
Arizona
$13.1M +$2.06M +68,846 +19%
AWP
9
Ascent Wealth Partners
New York
$11.3M +$8.84M +295,226 +377%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$9.79M -$34.8K -1,163 -0.4%
CG
11
Caprock Group
Idaho
$9.19M +$30 +1 +0%
XF
12
XML Financial
Maryland
$6.07M -$2.58M -85,982 -30%
WP
13
WealthPLAN Partners
Nebraska
$5.47M +$5.19M +173,086 New
WIM
14
WealthPlan Investment Management
Nebraska
$5.47M +$42.5K +1,420 +0.8%
SWP
15
Summit Wealth Partners
Florida
$5.26M -$24.4K -815 -0.5%
CAG
16
Compass Advisory Group
New York
$4.75M +$4.6M +153,571 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.71M +$1.23M +40,954 +36%
MFG
18
MTM Financial Group
Pennsylvania
$3.97M -$67.3K -2,245 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.71M +$106K +3,525 +3%
GSIS
20
Global Strategic Investment Solutions
Arizona
$3.53M
FSA
21
Financial Services Advisory
Maryland
$3.5M +$3.47M +115,968 New
CA
22
CoreCap Advisors
Michigan
$3.37M +$264K +8,810 +9%
SEP
23
Southland Equity Partners
Missouri
$3.01M
Truist Financial
24
Truist Financial
North Carolina
$2.98M +$152K +5,086 +5%
DIM
25
Delta Investment Management
California
$2.97M -$80.6K -2,690 -3%

PJUL Hedge Fund Activity: Q4 2022 in Review

143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q4 2022, worth a combined $385M — up 23% from $312M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PJUL positions and 12 closed out — a net gain of 17 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $15.8M. The largest seller was Commonwealth Equity Services, cutting an estimated $10.6M.

  • 143 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q4 2022, up from 128 in Q3 2022.
  • Funds reported $385M of Innovator US Equity Power Buffer ETF July stock for Q4 2022, up 23% quarter-over-quarter.
  • 29 funds opened new Innovator US Equity Power Buffer ETF July positions in Q4 2022 and 12 closed out, a net change of +17 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q4 2022 was L.J. Altfest & Co, an estimated $15.8M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q4 2022 was Commonwealth Equity Services, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2022.