Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
6 hedge funds and large institutions have $50.6M invested in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
10% more capital invested
Capital invested by funds: $46.2M → $50.6M (+$4.42M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
3.21% less ownership
Funds ownership: 95.11% → 91.9% (-3.2%)
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$1.82M |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$283K |
| 3 |
Morgan Stanley
New York
|
+$2.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$310K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$33.7K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$25K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LJAC
1
L.J. Altfest & Co
New York
| $47.3M | +$1.82M | +90,044 | +4% |
|
|
DI
2
Diligent Investors
Redlands,
California
| $1.75M | – | – | – |
|
|
ACM
3
Arlington Capital Management
Arlington Heights,
Illinois
| $1.09M | +$283K | +14,013 | +36% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $341K | -$33.7K | -1,669 | -9% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $66.8K | -$5.78K | -286 | -8% |
|
|
6
Morgan Stanley
New York
| $2.46K | +$2.42K | +120 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$310K | -15,963 | Closed |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| – | -$25K | -1,000 | Closed |
|
TBJL Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) for Q1 2023, worth a combined $50.6M — up 9.6% from $46.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of TBJL and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was L.J. Altfest & Co, adding an estimated $1.82M. The largest seller was Citadel Advisors, exiting entirely with an estimated $310K sold.
- 6 institutional investors held Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) as of Q1 2023, down from 7 in Q4 2022.
- Funds reported $50.6M of Innovator 20+ Year Treasury Bond 9 Buffer ETF July stock for Q1 2023, up 9.6% quarter-over-quarter.
- 1 fund opened new Innovator 20+ Year Treasury Bond 9 Buffer ETF July positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July buyer in Q1 2023 was L.J. Altfest & Co, an estimated $1.82M added.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July seller in Q1 2023 was Citadel Advisors, an estimated $310K sold.
Based on aggregated 13F filings for Q1 2023.