Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
86 hedge funds and large institutions have $127M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 4 closing their positions.
600% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 4
158% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 12
50% more capital invested
Capital invested by funds: $84.8M → $127M (+$42.4M)
39% more funds holding
Funds holding: 62 → 86 (+24)
4.66% more ownership
Funds ownership: 52.36% → 57.01% (+4.7%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$22.4M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$3.11M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.99M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$1.87M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$3.99M |
| 2 |
Jane Street
New York
|
-$2.4M |
| 3 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$2.13M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
-$474K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$467K |
TJUL Hedge Fund Activity: Q4 2023 in Review
86 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) for Q4 2023, worth a combined $127M — up 50% from $84.8M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new TJUL positions and 4 closed out — a net gain of 24 holders — while 31 added to existing stakes and 12 trimmed.
The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $22.4M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $3.99M sold.
- 86 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) as of Q4 2023, up from 62 in Q3 2023.
- Funds reported $127M of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 stock for Q4 2023, up 50% quarter-over-quarter.
- 28 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2027 positions in Q4 2023 and 4 closed out, a net change of +24 holders.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 buyer in Q4 2023 was Amplius Wealth Advisors, an estimated $22.4M added.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 seller in Q4 2023 was Accuvest Global Advisors, an estimated $3.99M sold.
Based on aggregated 13F filings for Q4 2023.