Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
7 hedge funds and large institutions have $46.2M invested in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
1,660% more capital invested
Capital invested by funds: $2.62M → $46.2M (+$43.5M)
56.85% more ownership
Funds ownership: 38.27% → 95.11% (+57%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$43M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$355K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$310K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$369K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$18K |
| 3 |
OCM
Orion Capital Management
Coronado,
California
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LJAC
1
L.J. Altfest & Co
New York
| $43M | +$43M | +2,214,644 | New |
|
|
DI
2
Diligent Investors
Redlands,
California
| $1.65M | – | – | – |
|
|
ACM
3
Arlington Capital Management
Arlington Heights,
Illinois
| $759K | +$288K | +14,855 | +61% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $355K | +$355K | +18,298 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $310K | +$310K | +15,963 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $69K | – | – | – |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $25K | – | – | – |
|
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$369K | -18,892 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$18K | -931 | Closed |
|
|
OCM
10
Orion Capital Management
Coronado,
California
| – | -$2K | -94 | Closed |
|
TBJL Hedge Fund Activity: Q4 2022 in Review
7 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) for Q4 2022, worth a combined $46.2M — up 1,660% from $2.62M a quarter earlier.
Fund positioning in TBJL was balanced in Q4 2022: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $43M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $369K sold.
- 7 institutional investors held Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $46.2M of Innovator 20+ Year Treasury Bond 9 Buffer ETF July stock for Q4 2022, up 1,660% quarter-over-quarter.
- 3 funds opened new Innovator 20+ Year Treasury Bond 9 Buffer ETF July positions in Q4 2022 and 3 closed out, a net change of 0 holders.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July buyer in Q4 2022 was L.J. Altfest & Co, an estimated $43M added.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July seller in Q4 2022 was Cambridge Investment Research Advisors, an estimated $369K sold.
Based on aggregated 13F filings for Q4 2022.