Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
14 hedge funds and large institutions have $26.2M invested in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 6 closing their positions.
151% more capital invested
Capital invested by funds: $10.4M → $26.2M (+$15.8M)
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
21.24% more ownership
Funds ownership: 57.22% → 78.46% (+21%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
26% less funds holding
Funds holding: 19 → 14 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$16.2M |
| 2 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$943K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$235K |
| 4 |
CFS
Compass Financial Services
West Des Moines,
Iowa
|
+$99.5K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$82.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DI
Diligent Investors
Redlands,
California
|
-$1.39M |
| 2 |
GS
GTS Securities
New York
|
-$275K |
| 3 |
Jane Street
New York
|
-$275K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$240K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$151K |
TBJL Hedge Fund Activity: Q1 2025 in Review
14 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) for Q1 2025, worth a combined $26.2M — up 151% from $10.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of TBJL and 1 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 7 added.
The largest buyer was L.J. Altfest & Co, adding an estimated $16.2M. The largest seller was Diligent Investors, cutting an estimated $1.39M.
- 14 institutional investors held Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) as of Q1 2025, down from 19 in Q4 2024.
- Funds reported $26.2M of Innovator 20+ Year Treasury Bond 9 Buffer ETF July stock for Q1 2025, up 151% quarter-over-quarter.
- 1 fund opened new Innovator 20+ Year Treasury Bond 9 Buffer ETF July positions in Q1 2025 and 6 closed out, a net change of -5 holders.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July buyer in Q1 2025 was L.J. Altfest & Co, an estimated $16.2M added.
- The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July seller in Q1 2025 was Diligent Investors, an estimated $1.39M sold.
Based on aggregated 13F filings for Q1 2025.