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Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL

92 hedge funds and large institutions have $153M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $127M → $153M (+$25.5M)

7.63% more ownership

Funds ownership: 57.01% → 64.64% (+7.6%)

7% more funds holding

Funds holding: 86 → 92 (+6)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
25
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Amplius Wealth Advisors
Pennsylvania
+$10.5M
2
AGA
Accuvest Global Advisors
Utah
+$4.53M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.65M
4
FD
Financial Designs
California
+$2.22M
5
SB
Strategic Blueprint
Georgia
+$1.03M

Top Sellers

1
SAG
SageView Advisory Group
California
-$2.83M
2
BIM
Bullseye Investment Management
Ohio
-$1.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
4
KWM
Kingsview Wealth Management
Oregon
-$826K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$717K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
26
Cypress Wealth Services
California
$1.09M – – –
EP
27
Eudaimonia Partners
Tennessee
$1.06M – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.05M -$243K -9,350 -19%
HI
29
Harbour Investments
Wisconsin
$1.02M +$282K +10,861 +39%
KWM
30
Kingsview Wealth Management
Oregon
$989K -$826K -31,813 -46%
HighTower Advisors
31
HighTower Advisors
Illinois
$946K – – –
BTWM
32
Brass Tax Wealth Management
Ohio
$866K +$855K +32,920 New
ICG
33
InterOcean Capital Group
Tennessee
$847K +$835K +32,176 New
CAN
34
Cetera Advisor Networks
California
$833K +$10.3K +395 +1%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$765K – – –
OMC
36
Old Mission Capital
Illinois
$743K +$31.3K +1,207 +4%
GSIAS
37
Garden State Investment Advisory Services
New Jersey
$726K -$649 -25 -0.1%
CA
38
CGN Advisors
Kansas
$691K – – –
VFPW
39
Vantage Financial Partners (Wisconsin)
Wisconsin
$662K +$199K +7,656 +44%
MML Investors Services
40
MML Investors Services
Massachusetts
$662K +$101K +3,883 +18%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$652K +$271K +10,446 +73%
FA
42
FSA Advisors
Michigan
$647K -$10.5K -406 -2%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$642K -$51.9K -2,000 -8%
PWMG
44
Pinnacle Wealth Management Group
Michigan
$636K – – –
MSFS
45
Main Street Financial Solutions
Pennsylvania
$624K -$779 -30 -0.1%
Jane Street
46
Jane Street
New York
$612K +$604K +23,248 New
CVA
47
Central Valley Advisors
California
$570K +$50.7K +1,954 +10%
PG
48
Prostatis Group
Maryland
$569K +$109K +4,213 +24%
Citadel Advisors
49
Citadel Advisors
Florida
$526K +$519K +19,981 New
PHWM
50
Pine Harbor Wealth Management
Maryland
$515K +$34.4K +1,323 +7%
1
2
3 4

TJUL Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) for Q1 2024, worth a combined $153M — up 20% from $127M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TJUL positions and 7 closed out — a net gain of 7 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Amplius Wealth Advisors, adding an estimated $10.5M. The largest seller was SageView Advisory Group, cutting an estimated $2.83M.

  • 92 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) as of Q1 2024, up from 86 in Q4 2023.
  • Funds reported $153M of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 stock for Q1 2024, up 20% quarter-over-quarter.
  • 14 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2027 positions in Q1 2024 and 7 closed out, a net change of +7 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 buyer in Q1 2024 was Amplius Wealth Advisors, an estimated $10.5M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 seller in Q1 2024 was SageView Advisory Group, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2024.