Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
21 hedge funds and large institutions have $76.5M invested in Innovator 20+ Year Treasury Bond 5 Floor ETF July in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
17% more funds holding
Funds holding: 18 → 21 (+3)
2.38% more ownership
Funds ownership: 99.14% → 101.52% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less capital invested
Capital invested by funds: $85.1M → $76.5M (-$8.64M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$1.68M |
| 2 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$1M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$625K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$417K |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$331K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$17.4M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$595K |
| 3 |
Jane Street
New York
|
-$295K |
| 4 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
-$201K |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
-$78.5K |
TFJL Hedge Fund Activity: Q3 2024 in Review
21 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) for Q3 2024, worth a combined $76.5M — down 10% from $85.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TFJL positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was SMART Wealth, adding an estimated $1.68M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $17.4M sold.
- 21 institutional investors held Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) as of Q3 2024, up from 18 in Q2 2024.
- Funds reported $76.5M of Innovator 20+ Year Treasury Bond 5 Floor ETF July stock for Q3 2024, down 10% quarter-over-quarter.
- 7 funds opened new Innovator 20+ Year Treasury Bond 5 Floor ETF July positions in Q3 2024 and 4 closed out, a net change of +3 holders.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July buyer in Q3 2024 was SMART Wealth, an estimated $1.68M added.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July seller in Q3 2024 was Commonwealth Equity Services, an estimated $17.4M sold.
Based on aggregated 13F filings for Q3 2024.