Innovator US Equity Power Buffer ETF July
PJUL
188 hedge funds and large institutions have $750M invested in Innovator US Equity Power Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 96 increasing their positions, 22 reducing their positions, and 6 closing their positions.
633% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 6
350% more funds holding in top 10
Funds holding in top 10: 2 → 9 (+7)
336% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 22
87% more capital invested
Capital invested by funds: $402M → $750M (+$349M)
25% more funds holding
Funds holding: 151 → 188 (+37)
19.34% less ownership
Funds ownership: 93.92% → 74.58% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$39.9M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$38.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$28.5M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$27.3M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XF
XML Financial
Bethesda,
Maryland
|
-$2.69M |
| 2 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$775K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$774K |
| 4 |
SWP
Summit Wealth Partners
Orlando,
Florida
|
-$724K |
| 5 |
W
WPWealth
Fort Worth,
Texas
|
-$629K |
PJUL Hedge Fund Activity: Q3 2023 in Review
188 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q3 2023, worth a combined $750M — up 87% from $402M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new PJUL positions and 6 closed out — a net gain of 38 holders — while 96 added to existing stakes and 22 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $39.9M. The largest seller was XML Financial, cutting an estimated $2.69M.
- 188 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q3 2023, up from 151 in Q2 2023.
- Funds reported $750M of Innovator US Equity Power Buffer ETF July stock for Q3 2023, up 87% quarter-over-quarter.
- 44 funds opened new Innovator US Equity Power Buffer ETF July positions in Q3 2023 and 6 closed out, a net change of +38 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q3 2023 was Osaic Holdings, an estimated $39.9M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q3 2023 was XML Financial, an estimated $2.69M sold.
Based on aggregated 13F filings for Q3 2023.