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Innovator US Equity Power Buffer ETF July
PJUL

208 hedge funds and large institutions have $624M invested in Innovator US Equity Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 211 → 208 (-3)

5.39% less ownership

Funds ownership: 80.38% → 74.99% (-5.4%)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

26% less capital invested

Capital invested by funds: $839M → $624M (-$215M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

70% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 100

Holders
208
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
17
Increased
30
Reduced
100
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.8M
2
FIA
Foundations Investment Advisors
Arizona
+$6.56M
3
PCM
Penserra Capital Management
California
+$2.57M
4
MI
Motiv8 Investments
Florida
+$1.95M
5
KAS
Kestra Advisory Services
Texas
+$1.53M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$44.5M
2
GI
Gradient Investments
Minnesota
-$43.8M
3
BCM
Brookstone Capital Management
Illinois
-$35.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$31.7M
5
RFG
Range Financial Group
Oregon
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$139M -$3.92M -105,821 -3%
PCM
2
Penserra Capital Management
California
$34.4M +$2.57M +69,405 +8%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$28.1M -$377K -10,157 -1%
HighTower Advisors
4
HighTower Advisors
Illinois
$24M -$775K -20,917 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.5M -$4.27M -115,101 -17%
Osaic Holdings
6
Osaic Holdings
Arizona
$16M -$31.7M -855,853 -67%
HWM
7
HFG Wealth Management
Texas
$15.3M +$822K +22,182 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.1M +$74.5K +2,009 +0.6%
MMA
9
Miracle Mile Advisors
California
$12M -$641K -17,288 -5%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$10.7M -$69.8K -1,884 -0.7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.99M -$8.16M -220,060 -48%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$8.93M -$1.34M -36,066 -13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.05M +$6.8M +183,338 +644%
MI
14
Motiv8 Investments
Florida
$7.76M +$1.95M +52,659 +35%
KAS
15
Kestra Advisory Services
Texas
$7.3M +$1.53M +41,359 +27%
SWPG
16
Strategic Wealth Partners Group
Illinois
$7.12M -$497K -13,403 -7%
BCM
17
Brookstone Capital Management
Illinois
$7M -$35.3M -951,155 -84%
LPL Financial
18
LPL Financial
California
$6.88M +$1.02M +27,518 +18%
FIA
19
Foundations Investment Advisors
Arizona
$6.72M +$6.56M +177,057 New
AFA
20
AA Financial Advisors
Ohio
$6.36M -$1.63K -44 -0%
CA
21
CoreCap Advisors
Michigan
$6.33M +$265K +7,153 +4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.18M +$434K +11,714 +8%
AA
23
Advisory Alpha
Michigan
$6.15M -$172K -4,645 -3%
FSA
24
Financial Services Advisory
Maryland
$5.99M +$35.9K +969 +0.6%
SCA
25
Stuart Chaussee & Associates
California
$5.89M – – –
1
2 3 4 5

PJUL Hedge Fund Activity: Q1 2024 in Review

208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2024, worth a combined $624M — down 26% from $839M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PJUL and 17 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 30 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $6.8M. The largest seller was AE Wealth Management, cutting an estimated $44.5M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2024, down from 211 in Q4 2023.
  • Funds reported $624M of Innovator US Equity Power Buffer ETF July stock for Q1 2024, down 26% quarter-over-quarter.
  • 17 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2024 and 20 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6.8M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q1 2024 was AE Wealth Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q1 2024.