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ZJUL

Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL

65 hedge funds and large institutions have $60.4M invested in Innovator Equity Defined Protection ETF - 1 Yr July in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.47% more ownership

Funds ownership: 0% → 46.47% (+46%)

Holders
65
Holders Change
+65
Holders Change %
–
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
65
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.33M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.34M
3
RA
RFG Advisory
Alabama
+$4.11M
4
CF
Centaurus Financial
California
+$3.55M
5
PS
Principal Securities
Iowa
+$2.66M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MW
26
Maia Wealth
Colorado
$557K +$546K +20,749 New
KWA
27
Kellett Wealth Advisors
Ohio
$553K +$543K +20,647 New
TWM
28
Tradition Wealth Management
Minnesota
$538K +$528K +20,091 New
MSFS
29
Main Street Financial Solutions
Pennsylvania
$506K +$497K +18,900 New
BCI
30
Brinker Capital Investments
Pennsylvania
$487K +$479K +18,198 New
OPS
31
Orion Portfolio Solutions
Nebraska
$487K +$479K +18,198 New
BTWM
32
Brass Tax Wealth Management
Ohio
$477K +$469K +17,817 New
CW
33
CreativeOne Wealth
Kansas
$456K +$448K +17,021 New
AF
34
Advisornet Financial
Minnesota
$445K +$437K +16,608 New
PCA
35
Prosperity Capital Advisors
Ohio
$423K +$415K +15,783 New
AFGAS
36
Allegiance Financial Group Advisory Services
Virginia
$417K +$410K +15,581 New
JSA
37
Jim Saulnier & Associates
Colorado
$388K +$381K +14,495 New
BFWM
38
Bright Futures Wealth Management
New York
$370K +$362K +13,770 New
SAW
39
Signal Advisors Wealth
Michigan
$362K +$356K +13,533 New
BCM
40
Beck Capital Management
Texas
$361K +$354K +13,462 New
KWM
41
Kingsview Wealth Management
Oregon
$353K +$347K +13,190 New
GEA
42
Glen Eagle Advisors
New Jersey
$334K +$328K +12,485 New
BCM
43
Brookstone Capital Management
Illinois
$332K +$326K +12,388 New
SPIA
44
Steward Partners Investment Advisory
New York
$319K +$313K +11,894 New
Jane Street
45
Jane Street
New York
$302K +$297K +11,281 New
DAS
46
Dynamic Advisor Solutions
Arizona
$289K +$283K +10,776 New
PA
47
PFG Advisors
Arizona
$252K +$247K +9,403 New
SFA
48
Souders Financial Advisors
Ohio
$236K +$232K +8,825 New
AF
49
Allworth Financial
California
$235K +$231K +8,769 New
SAG
50
SageView Advisory Group
California
$235K +$230K +8,762 New
1
2
3

ZJUL Hedge Fund Activity: Q3 2024 in Review

65 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) for Q3 2024, worth a combined $60.4M.

Buyers outnumbered sellers: 65 funds opened new ZJUL positions and 0 closed out — a net gain of 65 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $7.33M.

  • 65 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $60.4M of Innovator Equity Defined Protection ETF - 1 Yr July stock for Q3 2024.
  • 65 funds opened new Innovator Equity Defined Protection ETF - 1 Yr July positions in Q3 2024 and 0 closed out, a net change of +65 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr July buyer in Q3 2024 was Commonwealth Equity Services, an estimated $7.33M added.

Based on aggregated 13F filings for Q3 2024.