Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
12 hedge funds and large institutions have $75.3M invested in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
99% more capital invested
Capital invested by funds: $37.9M → $75.3M (+$37.4M)
20% more funds holding
Funds holding: 10 → 12 (+2)
4.77% more ownership
Funds ownership: 88.21% → 92.98% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$28.3M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
+$14.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$473K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$265K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$544K |
| 2 |
DI
Diligent Investors
Redlands,
California
|
-$39.2K |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$36.7K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$20.7K |
TBJL Hedge Fund Activity: Q3 2023 in Review
12 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) for Q3 2023, worth a combined $75.3M — up 99% from $37.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TBJL positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $28.3M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $544K sold.
- 12 institutional investors held Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) as of Q3 2023, up from 10 in Q2 2023.
- Funds reported $75.3M of Innovator 20+ Year Treasury Bond 9 Buffer ETF July stock for Q3 2023, up 99% quarter-over-quarter.
- 4 funds opened new Innovator 20+ Year Treasury Bond 9 Buffer ETF July positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July buyer in Q3 2023 was Gradient Investments, an estimated $28.3M added.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $544K sold.
Based on aggregated 13F filings for Q3 2023.