Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
7 hedge funds and large institutions have $9.32M invested in Innovator 20+ Year Treasury Bond 5 Floor ETF July in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
31% more capital invested
Capital invested by funds: $7.11M → $9.32M (+$2.21M)
2.63% more ownership
Funds ownership: 62.65% → 65.28% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.23M |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$898K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$291K |
| 4 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
+$186K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$20.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$33.7K |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$1.68K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $4.24M | +$1.23M | +59,176 | +40% |
|
|
PWM
2
Palumbo Wealth Management
Great Neck,
New York
| $3.58M | +$186K | +8,965 | +5% |
|
|
ACM
3
Arlington Capital Management
Arlington Heights,
Illinois
| $884K | +$898K | +43,375 | New |
|
|
LJAC
4
L.J. Altfest & Co
New York
| $290K | -$1.68K | -81 | -0.6% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $286K | +$291K | +14,044 | New |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $20.3K | +$20.6K | +997 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $10.1K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$33.7K | -1,573 | Closed |
|
TFJL Hedge Fund Activity: Q1 2024 in Review
7 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) for Q1 2024, worth a combined $9.32M — up 31% from $7.11M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TFJL positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $1.23M. The largest seller was UBS Group, exiting entirely with an estimated $33.7K sold.
- 7 institutional investors held Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) as of Q1 2024, up from 5 in Q4 2023.
- Funds reported $9.32M of Innovator 20+ Year Treasury Bond 5 Floor ETF July stock for Q1 2024, up 31% quarter-over-quarter.
- 3 funds opened new Innovator 20+ Year Treasury Bond 5 Floor ETF July positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July buyer in Q1 2024 was Brookstone Capital Management, an estimated $1.23M added.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July seller in Q1 2024 was UBS Group, an estimated $33.7K sold.
Based on aggregated 13F filings for Q1 2024.