Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
19 hedge funds and large institutions have $10.4M invested in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 8 closing their positions.
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
10% less capital invested
Capital invested by funds: $11.6M → $10.4M (-$1.18M)
21.67% less ownership
Funds ownership: 78.89% → 57.22% (-22%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$1.8M |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$1.36M |
| 3 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$549K |
| 4 |
GS
GTS Securities
New York
|
+$284K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
-$1.86M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$1.24M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$799K |
| 4 |
MI
Motiv8 Investments
Port St. Lucie,
Florida
|
-$539K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$262K |
TBJL Hedge Fund Activity: Q4 2024 in Review
19 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) for Q4 2024, worth a combined $10.4M — down 10% from $11.6M a quarter earlier.
Fund positioning in TBJL was balanced in Q4 2024: 8 funds opened new positions, 8 closed out, 4 added to existing stakes and 6 trimmed.
The largest buyer was Arlington Capital Management, adding an estimated $1.8M. The largest seller was Innova Wealth Partners, exiting entirely with an estimated $1.86M sold.
- 19 institutional investors held Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $10.4M of Innovator 20+ Year Treasury Bond 9 Buffer ETF July stock for Q4 2024, down 10% quarter-over-quarter.
- 8 funds opened new Innovator 20+ Year Treasury Bond 9 Buffer ETF July positions in Q4 2024 and 8 closed out, a net change of 0 holders.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July buyer in Q4 2024 was Arlington Capital Management, an estimated $1.8M added.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July seller in Q4 2024 was Innova Wealth Partners, an estimated $1.86M sold.
Based on aggregated 13F filings for Q4 2024.