BJUL icon

Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

63 hedge funds and large institutions have $75M invested in Innovator US Equity Buffer ETF July in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
16
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$13.3M
2
PCS
2
Personal CFO Solutions
New Jersey
$7.77M
3
DIM
3
Delta Investment Management
California
$2.99M
4
BA
4
Bellwether Advisors
Nebraska
$2.32M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.67M

Top Sellers

1
W
1
Wealthquest
Ohio
$7.43M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.25M
3
LNC
3
Lincoln National Corp
Pennsylvania
$221K
4
MWM
4
Maltin Wealth Management
New Jersey
$0
5
IIA
5
Integral Investment Advisors
California
$5.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$526K -$65.7K -2,180 -11%
FCFC
27
First Commonwealth Financial Corp
Pennsylvania
$506K -$8.84K -293 -2%
FFA
28
Fragasso Financial Advisors
Pennsylvania
$494K +$175K +5,800 +55%
CA
29
Cetera Advisors
Colorado
$445K +$102K +3,377 +30%
CCM
30
Covington Capital Management
California
$441K +$275K +9,130 +166%
LPL Financial
31
LPL Financial
California
$440K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$425K -$4.57K -150 -1%
AAP
33
Arax Advisory Partners
Colorado
$399K +$33K +1,094 +9%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$370K +$29.4K +976 +9%
CAMG
35
CWA Asset Management Group
Florida
$370K +$370K +12,282 New
BPA
36
Beacon Pointe Advisors
California
$338K +$338K +11,256 New
LF
37
Lantz Financial
Illinois
$328K +$328K +10,890 New
KAS
38
Kestra Advisory Services
Texas
$310K +$3.8K +126 +1%
SPC
39
Sigma Planning Corp
Michigan
$302K +$302K +10,011 New
CPIG
40
Chicago Partners Investment Group
Illinois
$299K -$46.6K -1,458 -13%
AL
41
ACAS LLC
California
$282K +$21.1K +660 +8%
JWBC
42
John W. Brooker & Co
California
$254K – – –
4WM
43
4J Wealth Management
Virginia
$243K – – –
AWA
44
Arkadios Wealth Advisors
Georgia
$239K +$16.6K +550 +7%
IA
45
IFP Advisors
Florida
$230K – – –
LNC
46
Lincoln National Corp
Pennsylvania
$221K -$1.27M -42,145 -85%
HI
47
Harbour Investments
Wisconsin
$217K +$217K +7,201 New
CW
48
CreativeOne Wealth
Kansas
$210K -$189K -6,250 -47%
OCM
49
Orion Capital Management
California
$196K – – –
William Blair & Company
50
William Blair & Company
Illinois
$90K +$90K +3,000 New
1
2
3