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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

74 hedge funds and large institutions have $98.5M invested in Innovator US Equity Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
19
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MW
Marcum Wealth
Ohio
$5.91M
2
HighTower Advisors
HighTower Advisors
Illinois
$5.23M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.4M
4
W
Wealthquest
Ohio
$15.1M
5
TC
TownSquare Capital
Utah
$942K

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
$905K
2
OMC
Old Mission Capital
Illinois
$0
3
Cerity Partners
Cerity Partners
New York
$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
FCFC
First Commonwealth Financial Corp
Pennsylvania
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
BCGM Wealth Management
Indiana
$757K – – –
AWM
27
AE Wealth Management
Kansas
$715K +$261K +7,397 +58%
LF
28
Lantz Financial
Illinois
$708K +$60.4K +1,713 +9%
Citadel Advisors
29
Citadel Advisors
Florida
$708K +$230K +6,527 +48%
SAG
30
SageView Advisory Group
California
$693K +$693K +19,638 New
SPC
31
Sigma Planning Corp
Michigan
$584K +$117K +3,330 +25%
GTAM
32
Global Trust Asset Management
Florida
$564K – – –
BWM
33
BCS Wealth Management
Tennessee
$520K -$13.6K -387 -3%
OIA
34
OneDigital Investment Advisors
Kansas
$508K – – –
AIA
35
Alera Investment Advisors
Illinois
$490K – – –
LPL Financial
36
LPL Financial
California
$490K +$34.5K +979 +8%
AAP
37
Arax Advisory Partners
Colorado
$479K -$20.6K -585 -4%
OWA
38
Outlook Wealth Advisors
Texas
$469K +$151K +4,278 +47%
KCM
39
Kathmere Capital Management
Pennsylvania
$434K -$6.6K -187 -1%
BPA
40
Beacon Pointe Advisors
California
$429K -$356K -10,085 -45%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$390K +$23.5K +665 +6%
CA
42
CoreCap Advisors
Michigan
$379K +$379K +10,755 New
FCFC
43
First Commonwealth Financial Corp
Pennsylvania
$338K -$1.46M -41,478 -81%
RJA
44
Raymond James & Associates
Florida
$335K – – –
AL
45
ACAS LLC
California
$307K -$635 -18 -0.2%
SS
46
Sunbelt Securities
Texas
$300K – – –
KAS
47
Kestra Advisory Services
Texas
$298K -$9.49K -269 -3%
AWA
48
Arkadios Wealth Advisors
Georgia
$272K +$12.3K +350 +5%
DBRC
49
D.B. Root & Company
Pennsylvania
$270K -$8.18K -232 -3%
CWM
50
Collaborative Wealth Management
Florida
$264K +$25K +708 +10%
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