Innovator US Equity Power Buffer ETF July
PJUL
215 hedge funds and large institutions have $614M invested in Innovator US Equity Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 52 increasing their positions, 82 reducing their positions, and 17 closing their positions.
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
10.98% more ownership
Funds ownership: 75.12% → 86.11% (+11%)
3% more funds holding
Funds holding: 209 → 215 (+6)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less capital inflows, than outflows
Capital inflows: $90.8M | Capital outflows: $99.5M
37% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brookstone Capital Management
Wheaton,
Illinois
|
+$23.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$13.7M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$10.2M |
| 4 |
Kestra Advisory Services
Austin,
Texas
|
+$7.32M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$23.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$13.8M |
| 3 |
HFG Wealth Management
The Woodlands,
Texas
|
-$10.3M |
| 4 |
Miracle Mile Advisors
Los Angeles,
California
|
-$6.92M |
| 5 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$5.04M |
PJUL Hedge Fund Activity: Q2 2024 in Review
215 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2024, worth a combined $614M — down 1.9% from $625M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PJUL positions and 17 closed out — a net gain of 10 holders — while 52 added to existing stakes and 82 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $23.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $23.3M.
- 215 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2024, up from 209 in Q1 2024.
- Funds reported $614M of Innovator US Equity Power Buffer ETF July stock for Q2 2024, down 1.9% quarter-over-quarter.
- 27 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2024 and 17 closed out, a net change of +10 holders.
- The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2024 was Brookstone Capital Management, an estimated $23.5M added.
- The largest Innovator US Equity Power Buffer ETF July seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $23.3M sold.
Based on aggregated 13F filings for Q2 2024.