Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
21 hedge funds and large institutions have $28.8M invested in Innovator 20+ Year Treasury Bond 5 Floor ETF July in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 10 closing their positions.
0% more funds holding
Funds holding: 21 → 21 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
16.74% less ownership
Funds ownership: 101.52% → 84.78% (-17%)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
62% less capital invested
Capital invested by funds: $76.5M → $28.8M (-$47.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.16M |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$824K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$534K |
| 4 |
Jane Street
New York
|
+$436K |
| 5 |
HF
HRT Financial
New York
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$41.1M |
| 2 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
-$3.5M |
| 3 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$2.63M |
| 4 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$2.48M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
26
Old Mission Capital
Chicago,
Illinois
| – | -$637K | -30,226 | Closed |
|
|
LJAC
27
L.J. Altfest & Co
New York
| – | -$205K | -9,725 | Closed |
|
28
Morgan Stanley
New York
| – | -$25.7K | -1,221 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$2.97K | -141 | Closed |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| – | -$653 | -31 | Closed |
|
|
CA
31
Continuum Advisory
Eagle,
Idaho
| – | -$440 | -22 | Closed |
|
TFJL Hedge Fund Activity: Q4 2024 in Review
21 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) for Q4 2024, worth a combined $28.8M — down 62% from $76.5M a quarter earlier.
Fund positioning in TFJL was balanced in Q4 2024: 10 funds opened new positions, 10 closed out, 4 added to existing stakes and 7 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $8.16M. The largest seller was Gradient Investments, cutting an estimated $41.1M.
- 21 institutional investors held Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $28.8M of Innovator 20+ Year Treasury Bond 5 Floor ETF July stock for Q4 2024, down 62% quarter-over-quarter.
- 10 funds opened new Innovator 20+ Year Treasury Bond 5 Floor ETF July positions in Q4 2024 and 10 closed out, a net change of 0 holders.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July buyer in Q4 2024 was Commonwealth Equity Services, an estimated $8.16M added.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July seller in Q4 2024 was Gradient Investments, an estimated $41.1M sold.
Based on aggregated 13F filings for Q4 2024.