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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

54 hedge funds and large institutions have $58.1M invested in Innovator US Equity Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
54
Holders Change
-7
Holders Change %
-11.48%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
6
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IIA
1
Integral Investment Advisors
California
$7.23M
2
RTS
2
Round Table Services
New Jersey
$2.07M
3
MWM
3
Maltin Wealth Management
New Jersey
$1.09M
4
PCM
4
Penserra Capital Management
California
$629K
5
CA
5
Calton & Associates
Florida
$305K

Top Sellers

1
MW
1
Marcum Wealth
Ohio
$0
2
CP
2
Castleview Partners
Texas
$44K
3
SMC
3
Smith, Moore & Co
Missouri
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
LFG
5
Larson Financial Group
Missouri
$21K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$375K -$240K -7,289 -39%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$373K +$51.3K +1,557 +16%
FFA
28
Fragasso Financial Advisors
Pennsylvania
$349K – – –
KAS
29
Kestra Advisory Services
Texas
$335K -$5.6K -170 -2%
CPIG
30
Chicago Partners Investment Group
Illinois
$326K – – –
CA
31
Calton & Associates
Florida
$305K +$305K +9,248 New
JWBC
32
John W. Brooker & Co
California
$278K – – –
AL
33
ACAS LLC
California
$269K – – –
USCWA
34
U.S. Capital Wealth Advisors
Texas
$266K -$103K -3,129 -28%
4WM
35
4J Wealth Management
Virginia
$266K – – –
AWA
36
Arkadios Wealth Advisors
Georgia
$243K +$243K +7,376 New
IA
37
IFP Advisors
Florida
$230K +$179K +6,907 +351%
OCM
38
Orion Capital Management
California
$214K -$15.5K -470 -7%
BFA
39
Beacon Financial Advisory
Ohio
$200K – – –
CCM
40
Covington Capital Management
California
$181K +$115K +3,500 +175%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$137K – – –
WWM
42
Wolff Wiese Magana
California
$98K – – –
GEA
43
Glen Eagle Advisors
New Jersey
$79.2K – – –
BFC
44
Bedel Financial Consulting
Indiana
$45K – – –
CP
45
Castleview Partners
Texas
$44K -$1.42M -43,997 -97%
UBS Group
46
UBS Group
Switzerland
$41K -$34K -1,040 -45%
AIC
47
Archer Investment Corporation
Indiana
$32.4K – – –
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$26K – – –
LFG
49
Larson Financial Group
Missouri
$21K -$492K -15,100 -96%
Morgan Stanley
50
Morgan Stanley
New York
$13K -$14K -430 -52%
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