Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
6 hedge funds and large institutions have $644K invested in Innovator 20+ Year Treasury Bond 5 Floor ETF July in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 1 reducing their positions, and 3 closing their positions.
54.29% more ownership
Funds ownership: 9.85% → 64.14% (+54%)
18% more capital invested
Capital invested by funds: $546K → $644K (+$98.3K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.61M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$345K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$25.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$217K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$54.7K |
| 3 |
Jane Street
New York
|
-$17K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$15.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $349K | +$345K | +16,888 | New |
|
|
2
Jane Street
New York
| $232K | -$17K | -832 | -7% |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $31.2K | +$25.5K | +1,250 | New |
|
|
BA
4
Bellwether Advisors
Lincoln,
Nebraska
| $15.9K | – | – | – |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $10.6K | – | – | – |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $4.78K | +$4.61M | +226,179 | New |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$217K | -10,977 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$54.7K | -2,764 | Closed |
|
|
NA
9
NewEdge Advisors
New Orleans,
Louisiana
| – | -$15.4K | -777 | Closed |
|
TFJL Hedge Fund Activity: Q1 2023 in Review
6 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) for Q1 2023, worth a combined $644K — up 18% from $546K a quarter earlier.
Fund positioning in TFJL was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $4.61M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $217K sold.
- 6 institutional investors held Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $644K of Innovator 20+ Year Treasury Bond 5 Floor ETF July stock for Q1 2023, up 18% quarter-over-quarter.
- 3 funds opened new Innovator 20+ Year Treasury Bond 5 Floor ETF July positions in Q1 2023 and 3 closed out, a net change of 0 holders.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July buyer in Q1 2023 was Commonwealth Equity Services, an estimated $4.61M added.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July seller in Q1 2023 was Susquehanna International Group, an estimated $217K sold.
Based on aggregated 13F filings for Q1 2023.