Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
90 hedge funds and large institutions have $133M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 37 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
2% less funds holding
Funds holding: 92 → 90 (-2)
3.97% less ownership
Funds ownership: 64.64% → 60.67% (-4%)
13% less capital invested
Capital invested by funds: $153M → $133M (-$19.5M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
68% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$1.06M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$464K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$331K |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$284K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$4.59M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$2.71M |
| 3 |
FD
Financial Designs
Claremont,
California
|
-$2.25M |
| 4 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$2.22M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.65M |
TJUL Hedge Fund Activity: Q2 2024 in Review
90 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) for Q2 2024, worth a combined $133M — down 13% from $153M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TJUL positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 37 trimmed.
The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $1.06M. The largest seller was Accuvest Global Advisors, exiting entirely with an estimated $4.59M sold.
- 90 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) as of Q2 2024, down from 92 in Q1 2024.
- Funds reported $133M of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 stock for Q2 2024, down 13% quarter-over-quarter.
- 5 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2027 positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 buyer in Q2 2024 was Relative Value Partners Group, an estimated $1.06M added.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 seller in Q2 2024 was Accuvest Global Advisors, an estimated $4.59M sold.
Based on aggregated 13F filings for Q2 2024.