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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$10.5M |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$4.53M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.65M |
| 4 |
FD
Financial Designs
Claremont,
California
|
+$2.22M |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$2.83M |
| 2 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$1.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$826K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$717K |
TJUL Hedge Fund Activity: Q1 2024 in Review
92 of the 6,958 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.