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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

58 hedge funds and large institutions have $126M invested in Innovator US Equity Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+20
Holders Change %
+52.63%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
19
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$70.1M
2
MW
2
Marcum Wealth
Ohio
$6.27M
3
W
3
Wealthquest
Ohio
$12.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.28M
5
AA
5
Advisory Alpha
Michigan
$1.78M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
ACM
2
Arlington Capital Management
Illinois
$0
3
KCM
3
Kathmere Capital Management
Pennsylvania
$2.19M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.08M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$422K 13,357 +13,357 New
S
27
SignatureFD
Georgia
$396K 12,556 +12,556 New
AAP
28
Arax Advisory Partners
Colorado
$389K 12,327 – –
CPIG
29
Chicago Partners Investment Group
Illinois
$355K 10,804 – –
FFA
30
Fragasso Financial Advisors
Pennsylvania
$334K 10,583 +10,583 New
KAS
31
Kestra Advisory Services
Texas
$326K 10,336 +3,606 +54%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$320K 10,147 +10,147 New
AC
33
Avestar Capital
New York
$300K 9,500 +9,500 New
JWBC
34
John W. Brooker & Co
California
$298K 9,437 +9,437 New
AL
35
ACAS LLC
California
$274K 8,673 – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$272K 8,607 +8,607 New
SS
37
Sunbelt Securities
Texas
$258K 8,210 – –
OWA
38
Outlook Wealth Advisors
Texas
$257K 8,138 +8,138 New
4WM
39
4J Wealth Management
Virginia
$254K 8,050 -200 -2%
BCM
40
Beck Capital Management
Texas
$239K 7,585 +7,585 New
OCM
41
Orion Capital Management
California
$220K 6,970 – –
Citadel Advisors
42
Citadel Advisors
Florida
$211K 6,680 +6,680 New
HI
43
Harbour Investments
Wisconsin
$186K 5,885 +955 +19%
WWM
44
Wolff Wiese Magana
California
$94K 2,962 – –
BFC
45
Bedel Financial Consulting
Indiana
$94K 2,981 +1,683 +130%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$91.4K 2,895 +2,895 New
GEA
47
Glen Eagle Advisors
New Jersey
$75.8K 2,400 – –
IA
48
IFP Advisors
Florida
$62K 1,968 – –
NFG
49
Next Financial Group
Texas
$36K 1,142 +51 +5%
Bank of America
50
Bank of America
North Carolina
$32K 1,000 – –
1
2
3