Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
8 hedge funds and large institutions have $4.97M invested in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
63% more capital invested
Capital invested by funds: $3.04M → $4.97M (+$1.93M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
7.71% more ownership
Funds ownership: 62.08% → 69.78% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$2.03M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$77.8K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$70K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$63.1K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$23.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$225K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$26.1K |
| 3 |
OCM
Orion Capital Management
Coronado,
California
|
-$5.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Arlington Capital Management
Arlington Heights,
Illinois
| $1.99M | +$2.03M | +85,812 | New |
|
|
DI
2
Diligent Investors
Redlands,
California
| $1.98M | – | – | – |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $465K | +$63.1K | +2,663 | +15% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $294K | +$70K | +2,954 | +30% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $198K | +$77.8K | +3,286 | +1,314% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $25K | +$23.7K | +1,000 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $15K | -$26.1K | -1,101 | -63% |
|
|
OCM
8
Orion Capital Management
Coronado,
California
| $2K | -$5.78K | -244 | -72% |
|
|
SEA
9
Stegent Equity Advisors
Houston,
Texas
| – | -$225K | -9,175 | Closed |
|
TBJL Hedge Fund Activity: Q1 2022 in Review
8 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) for Q1 2022, worth a combined $4.97M — up 63% from $3.04M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TBJL positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Arlington Capital Management, opening a new position worth an estimated $2.03M. The largest seller was Stegent Equity Advisors, exiting entirely with an estimated $225K sold.
- 8 institutional investors held Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) as of Q1 2022, up from 7 in Q4 2021.
- Funds reported $4.97M of Innovator 20+ Year Treasury Bond 9 Buffer ETF July stock for Q1 2022, up 63% quarter-over-quarter.
- 2 funds opened new Innovator 20+ Year Treasury Bond 9 Buffer ETF July positions in Q1 2022 and 1 closed out, a net change of +1 holder.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July buyer in Q1 2022 was Arlington Capital Management, an estimated $2.03M added.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July seller in Q1 2022 was Stegent Equity Advisors, an estimated $225K sold.
Based on aggregated 13F filings for Q1 2022.