Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
7 hedge funds and large institutions have $3.04M invested in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.
310% more capital invested
Capital invested by funds: $743K → $3.04M (+$2.3M)
75% more funds holding
Funds holding: 4 → 7 (+3)
48.58% more ownership
Funds ownership: 13.5% → 62.08% (+49%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DI
Diligent Investors
Redlands,
California
|
+$2.08M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$398K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DI
1
Diligent Investors
Redlands,
California
| $2.1M | +$2.08M | +85,537 | New |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $426K | +$423K | +17,394 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $238K | -$398K | -16,359 | -63% |
|
|
SEA
4
Stegent Equity Advisors
Houston,
Texas
| $225K | +$223K | +9,175 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $43K | -$64K | -2,631 | -60% |
|
|
OCM
6
Orion Capital Management
Coronado,
California
| $8K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $6K | – | – | – |
|
TBJL Hedge Fund Activity: Q4 2021 in Review
7 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) for Q4 2021, worth a combined $3.04M — up 310% from $743K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TBJL positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Diligent Investors, opening a new position worth an estimated $2.08M. The largest seller was Susquehanna International Group, cutting an estimated $398K.
- 7 institutional investors held Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) as of Q4 2021, up from 4 in Q3 2021.
- Funds reported $3.04M of Innovator 20+ Year Treasury Bond 9 Buffer ETF July stock for Q4 2021, up 310% quarter-over-quarter.
- 3 funds opened new Innovator 20+ Year Treasury Bond 9 Buffer ETF July positions in Q4 2021 and 0 closed out, a net change of +3 holders.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July buyer in Q4 2021 was Diligent Investors, an estimated $2.08M added.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July seller in Q4 2021 was Susquehanna International Group, an estimated $398K sold.
Based on aggregated 13F filings for Q4 2021.