Innovator 20+ Year Treasury Bond 5 Floor ETF July
TFJL
15 hedge funds and large institutions have $14M invested in Innovator 20+ Year Treasury Bond 5 Floor ETF July in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 7 closing their positions.
5.38% less ownership
Funds ownership: 84.78% → 79.4% (-5.4%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
29% less funds holding
Funds holding: 21 → 15 (-6)
51% less capital invested
Capital invested by funds: $28.8M → $14M (-$14.8M)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$898K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$226K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$63.4K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$47.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$11.7M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.97M |
| 3 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$1.02M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$491K |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$450K |
TFJL Hedge Fund Activity: Q1 2025 in Review
15 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) for Q1 2025, worth a combined $14M — down 51% from $28.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of TFJL and 1 opened new positions — a net loss of 6 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $898K. The largest seller was SMART Wealth, cutting an estimated $11.7M.
- 15 institutional investors held Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) as of Q1 2025, down from 21 in Q4 2024.
- Funds reported $14M of Innovator 20+ Year Treasury Bond 5 Floor ETF July stock for Q1 2025, down 51% quarter-over-quarter.
- 1 fund opened new Innovator 20+ Year Treasury Bond 5 Floor ETF July positions in Q1 2025 and 7 closed out, a net change of -6 holders.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July buyer in Q1 2025 was Commonwealth Equity Services, an estimated $898K added.
- The largest Innovator 20+ Year Treasury Bond 5 Floor ETF July seller in Q1 2025 was SMART Wealth, an estimated $11.7M sold.
Based on aggregated 13F filings for Q1 2025.