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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

27 hedge funds and large institutions have $31.9M invested in Innovator US Equity Buffer ETF July in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.42M
2
W
2
Wealthquest
Ohio
$5.52M
3
ACM
3
Arlington Capital Management
Illinois
$768K
4
OIA
4
OneDigital Investment Advisors
Kansas
$579K
5
OMC
5
Old Mission Capital
Illinois
$1.63M

Top Sellers

1
IA
1
IFP Advisors
Florida
$2K
2
KCM
2
Kathmere Capital Management
Pennsylvania
$5.75M
3
JSL
3
JT Stratford LLC
Georgia
$0
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$0
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
26
Ameritas Investment Company
Nebraska
$22.2K +$22.2K +717 New
IA
27
IFP Advisors
Florida
$2K -$6.37M -187,844 -100%
JSL
28
JT Stratford LLC
Georgia
– -$964K -31,980 Closed
VBFP
29
Valtinson Bruner Financial Planning
Minnesota
– -$488K -16,148 Closed
KAS
30
Kestra Advisory Services
Texas
– -$406K -13,530 Closed
SPC
31
Sigma Planning Corp
Michigan
– -$342K -11,366 Closed
CPIG
32
Chicago Partners Investment Group
Illinois
– -$232K -7,654 Closed
UBS Group
33
UBS Group
Switzerland
– -$43K -1,420 Closed
Wells Fargo
34
Wells Fargo
California
– -$41K -1,372 Closed
TWM
35
Tradition Wealth Management
Minnesota
– -$4K -137 Closed
1
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