Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
ZJUL was delisted on the 31st of July, 2026.
69 hedge funds and large institutions have $57.9M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 31 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
6.37% more ownership
Funds ownership: 46.47% → 52.84% (+6.4%)
6% more funds holding
Funds holding: 65 → 69 (+4)
4% less capital invested
Capital invested by funds: $60.4M → $57.9M (-$2.47M)
74% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Canandaigua National Bank & Trust
Canandaigua,
New York
|
+$3.24M |
| 2 |
BWM
Brown Wealth Management
Naperville,
Illinois
|
+$1.03M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$582K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$416K |
| 5 |
Jane Street
New York
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.42M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.16M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$1.57M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$786K |
| 5 |
KWA
Kellett Wealth Advisors
Cincinnati,
Ohio
|
-$553K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of America
Charlotte,
North Carolina
| – | -$884 | -33 | Closed |
|
ZJUL Hedge Fund Activity: Q4 2024 in Review
69 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) for Q4 2024, worth a combined $57.9M — down 4.1% from $60.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ZJUL positions and 7 closed out — a net gain of 4 holders — while 8 added to existing stakes and 31 trimmed.
The largest buyer was Canandaigua National Bank & Trust, opening a new position worth an estimated $3.24M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $4.42M sold.
- 69 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) as of Q4 2024, up from 65 in Q3 2024.
- Funds reported $57.9M of Innovator Equity Defined Protection ETF - 1 Yr July stock for Q4 2024, down 4.1% quarter-over-quarter.
- 11 funds opened new Innovator Equity Defined Protection ETF - 1 Yr July positions in Q4 2024 and 7 closed out, a net change of +4 holders.
- The largest Innovator Equity Defined Protection ETF - 1 Yr July buyer in Q4 2024 was Canandaigua National Bank & Trust, an estimated $3.24M added.
- The largest Innovator Equity Defined Protection ETF - 1 Yr July seller in Q4 2024 was Envestnet Asset Management, an estimated $4.42M sold.
Based on aggregated 13F filings for Q4 2024.