Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
19 hedge funds and large institutions have $11.6M invested in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
42.54% less ownership
Funds ownership: 54.73% → 12.19% (-43%)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
77% less capital invested
Capital invested by funds: $49.9M → $11.6M (-$38.3M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$1.83M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$1.22M |
| 3 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$225K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$64.5K |
| 5 |
RWM
Reston Wealth Management
Reston,
Virginia
|
+$25.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$33.9M |
| 2 |
MI
Motiv8 Investments
Port St. Lucie,
Florida
|
-$4.37M |
| 3 |
Jane Street
New York
|
-$1.49M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.39M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$731K |
TBJL Hedge Fund Activity: Q3 2024 in Review
19 of the 6,980 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) for Q3 2024, worth a combined $11.6M — down 77% from $49.9M a quarter earlier.
Fund positioning in TBJL was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 9 trimmed.
The largest buyer was Innova Wealth Partners, opening a new position worth an estimated $1.83M. The largest seller was L.J. Altfest & Co, cutting an estimated $33.9M.
- 19 institutional investors held Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $11.6M of Innovator 20+ Year Treasury Bond 9 Buffer ETF July stock for Q3 2024, down 77% quarter-over-quarter.
- 5 funds opened new Innovator 20+ Year Treasury Bond 9 Buffer ETF July positions in Q3 2024 and 5 closed out, a net change of 0 holders.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July buyer in Q3 2024 was Innova Wealth Partners, an estimated $1.83M added.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July seller in Q3 2024 was L.J. Altfest & Co, an estimated $33.9M sold.
Based on aggregated 13F filings for Q3 2024.