Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
89 hedge funds and large institutions have $151M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more capital invested
Capital invested by funds: $133M → $151M (+$17.8M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
8.05% more ownership
Funds ownership: 60.67% → 68.71% (+8%)
1% less funds holding
Funds holding: 90 → 89 (-1)
59% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$49.9M |
| 2 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
+$5.64M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.08M |
| 4 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$803K |
| 5 |
Goldman Sachs
New York
|
+$644K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$32.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.5M |
| 3 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$1.17M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$749K |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$699K |
TJUL Hedge Fund Activity: Q3 2024 in Review
89 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) for Q3 2024, worth a combined $151M — up 13% from $133M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TJUL positions and 9 closed out — a net gain of 1 holder — while 13 added to existing stakes and 32 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $49.9M. The largest seller was Amplius Wealth Advisors, cutting an estimated $32.2M.
- 89 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) as of Q3 2024, down from 90 in Q2 2024.
- Funds reported $151M of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 stock for Q3 2024, up 13% quarter-over-quarter.
- 10 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2027 positions in Q3 2024 and 9 closed out, a net change of +1 holder.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 buyer in Q3 2024 was Gradient Investments, an estimated $49.9M added.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 seller in Q3 2024 was Amplius Wealth Advisors, an estimated $32.2M sold.
Based on aggregated 13F filings for Q3 2024.