Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
18 hedge funds and large institutions have $85.1M invested in Innovator 20+ Year Treasury Bond 5 Floor ETF July in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
814% more capital invested
Capital invested by funds: $9.32M → $85.1M (+$75.8M)
157% more funds holding
Funds holding: 7 → 18 (+11)
33.86% more ownership
Funds ownership: 65.28% → 99.14% (+34%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$40.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$17.4M |
| 3 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$12.6M |
| 4 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$1.13M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$597K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$338K |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$23.4K |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
-$14.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.1K |
TFJL Hedge Fund Activity: Q2 2024 in Review
18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) for Q2 2024, worth a combined $85.1M — up 814% from $9.32M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TFJL positions and 1 closed out — a net gain of 11 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $40.2M. The largest seller was Brookstone Capital Management, cutting an estimated $338K.
- 18 institutional investors held Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) as of Q2 2024, up from 7 in Q1 2024.
- Funds reported $85.1M of Innovator 20+ Year Treasury Bond 5 Floor ETF July stock for Q2 2024, up 814% quarter-over-quarter.
- 12 funds opened new Innovator 20+ Year Treasury Bond 5 Floor ETF July positions in Q2 2024 and 1 closed out, a net change of +11 holders.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July buyer in Q2 2024 was Gradient Investments, an estimated $40.2M added.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July seller in Q2 2024 was Brookstone Capital Management, an estimated $338K sold.
Based on aggregated 13F filings for Q2 2024.