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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

99 hedge funds and large institutions have $282M invested in Innovator US Equity Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
44
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
Berkshire Money Management
Massachusetts
+$71.4M
2
GI
Gradient Investments
Minnesota
+$58.9M
3
BCM
Brookstone Capital Management
Illinois
+$7.8M
4
MAM
Milestone Asset Management
Pennsylvania
+$7.19M
5
FIA
Foundations Investment Advisors
Arizona
+$7.14M

Top Sellers

1
CPIG
Chicago Partners Investment Group
Illinois
-$203K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$158K
3
Citadel Advisors
Citadel Advisors
Florida
-$127K
4
OIA
OneDigital Investment Advisors
Kansas
-$64.6K
5
AL
ACAS LLC
California
-$29.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCL
26
My Personal CFO LLC
Washington
$1.29M +$368K +10,670 +40%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.26M – – –
FHC
28
First Heartland Consultants
Missouri
$1.23M +$1.23M +35,760 New
CA
29
Cetera Advisors
Colorado
$1.2M +$403K +11,694 +51%
MIM
30
Macroview Investment Management
Maryland
$1.13M +$1.13M +32,866 New
SWA
31
Stratos Wealth Advisors
Ohio
$1.12M +$1.12M +32,623 New
SWM
32
Spire Wealth Management
Virginia
$1.11M +$69.1K +2,004 +7%
LNC
33
Lincoln National Corp
Pennsylvania
$1.09M +$68.9K +2,000 +7%
William Blair & Company
34
William Blair & Company
Illinois
$978K +$875K +25,381 +846%
SCA
35
Snowden Capital Advisors
New York
$977K +$737K +21,391 +308%
AWM
36
AE Wealth Management
Kansas
$974K +$276K +8,007 +40%
CWG
37
Cornerstone Wealth Group
North Carolina
$941K – – –
DFA
38
DHJJ Financial Advisors
Illinois
$940K +$73K +2,119 +8%
GS
39
GTS Securities
New York
$869K +$869K +25,202 New
GTAM
40
Global Trust Asset Management
Florida
$843K +$291K +8,450 +53%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$823K -$6.72K -195 -0.8%
LF
42
Lantz Financial
Illinois
$792K +$101K +2,922 +15%
BWM
43
BCS Wealth Management
Tennessee
$763K +$254K +7,374 +50%
BWM
44
BCGM Wealth Management
Indiana
$739K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$686K +$434K +12,589 +172%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$678K +$297K +8,618 +78%
SAG
47
SageView Advisory Group
California
$667K -$9.65K -280 -1%
BPA
48
Beacon Pointe Advisors
California
$612K +$193K +5,590 +46%
MML Investors Services
49
MML Investors Services
Massachusetts
$582K +$358K +10,382 +160%
Citadel Advisors
50
Citadel Advisors
Florida
$565K -$127K -3,675 -18%
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