Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
16 hedge funds and large institutions have $85.8M invested in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more funds holding
Funds holding: 11 → 16 (+5)
10% more capital invested
Capital invested by funds: $78.3M → $85.8M (+$7.49M)
4.54% more ownership
Funds ownership: 90.58% → 95.12% (+4.5%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
Motiv8 Investments
Port St. Lucie,
Florida
|
+$4.71M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.8M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$1.38M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
+$521K |
| 5 |
GS
GTS Securities
New York
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$747K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$73.2K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$37.3K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$16.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12.5K |
TBJL Hedge Fund Activity: Q1 2024 in Review
16 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) for Q1 2024, worth a combined $85.8M — up 9.6% from $78.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TBJL positions and 3 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Motiv8 Investments, opening a new position worth an estimated $4.71M. The largest seller was Gradient Investments, cutting an estimated $747K.
- 16 institutional investors held Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) as of Q1 2024, up from 11 in Q4 2023.
- Funds reported $85.8M of Innovator 20+ Year Treasury Bond 9 Buffer ETF July stock for Q1 2024, up 9.6% quarter-over-quarter.
- 8 funds opened new Innovator 20+ Year Treasury Bond 9 Buffer ETF July positions in Q1 2024 and 3 closed out, a net change of +5 holders.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July buyer in Q1 2024 was Motiv8 Investments, an estimated $4.71M added.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July seller in Q1 2024 was Gradient Investments, an estimated $747K sold.
Based on aggregated 13F filings for Q1 2024.