Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
5 hedge funds and large institutions have $8.21M invested in Innovator 20+ Year Treasury Bond 5 Floor ETF July in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
103% more capital invested
Capital invested by funds: $4.04M → $8.21M (+$4.17M)
10.71% more ownership
Funds ownership: 58.99% → 69.7% (+11%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFS
Ifrah Financial Services
Little Rock,
Arkansas
|
+$4.59M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$589K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$68.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$834K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$21K |
| 3 |
D
Diversified
Wilmington,
Delaware
|
-$15K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFS
1
Ifrah Financial Services
Little Rock,
Arkansas
| $4.53M | +$4.59M | +192,411 | New |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $1.4M | +$68.4K | +2,867 | +5% |
|
|
CAN
3
Cetera Advisor Networks
El Segundo,
California
| $1.26M | -$834K | -34,942 | -40% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $581K | +$589K | +24,683 | New |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $437K | -$21K | -880 | -5% |
|
|
D
6
Diversified
Wilmington,
Delaware
| – | -$15K | -593 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$5K | -200 | Closed |
|
TFJL Hedge Fund Activity: Q1 2021 in Review
5 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) for Q1 2021, worth a combined $8.21M — up 103% from $4.04M a quarter earlier.
Fund positioning in TFJL was balanced in Q1 2021: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Ifrah Financial Services, opening a new position worth an estimated $4.59M. The largest seller was Cetera Advisor Networks, cutting an estimated $834K.
- 5 institutional investors held Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $8.21M of Innovator 20+ Year Treasury Bond 5 Floor ETF July stock for Q1 2021, up 103% quarter-over-quarter.
- 2 funds opened new Innovator 20+ Year Treasury Bond 5 Floor ETF July positions in Q1 2021 and 2 closed out, a net change of 0 holders.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July buyer in Q1 2021 was Ifrah Financial Services, an estimated $4.59M added.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July seller in Q1 2021 was Cetera Advisor Networks, an estimated $834K sold.
Based on aggregated 13F filings for Q1 2021.