BJUL icon

Innovator US Equity Buffer ETF July

103 hedge funds and large institutions have $288M invested in Innovator US Equity Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
22
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MI
26
Motiv8 Investments
Florida
$1.26M +$1.26M +33,481 New
SWM
27
Spire Wealth Management
Virginia
$1.23M -$76 -2 -0%
SWA
28
Stratos Wealth Advisors
Ohio
$1.23M
MIM
29
Macroview Investment Management
Maryland
$1.19M -$42.1K -1,120 -3%
TC
30
TownSquare Capital
Utah
$1.14M -$446K -11,842 -28%
William Blair & Company
31
William Blair & Company
Illinois
$1.07M
CWG
32
Cornerstone Wealth Group
North Carolina
$1.02M -$3.84K -102 -0.4%
DFA
33
DHJJ Financial Advisors
Illinois
$1.01M -$16.4K -435 -2%
SPC
34
Sigma Planning Corp
Michigan
$1M -$1.4M -37,270 -58%
GTAM
35
Global Trust Asset Management
Florida
$920K
FFA
36
Fragasso Financial Advisors
Pennsylvania
$898K
LF
37
Lantz Financial
Illinois
$864K -$677 -18 -0.1%
BWM
38
BCGM Wealth Management
Indiana
$807K
BWM
39
BCS Wealth Management
Tennessee
$787K -$45.5K -1,209 -5%
SAG
40
SageView Advisory Group
California
$745K
RJFSA
41
Raymond James Financial Services Advisors
Florida
$741K
AWM
42
AE Wealth Management
Kansas
$685K -$398K -10,393 -37%
MML Investors Services
43
MML Investors Services
Massachusetts
$652K +$16.5K +438 +3%
BPA
44
Beacon Pointe Advisors
California
$625K -$43.1K -1,145 -6%
DIM
45
Delta Investment Management
California
$622K -$955K -25,385 -61%
LPL Financial
46
LPL Financial
California
$610K +$87.6K +2,329 +17%
OWA
47
Outlook Wealth Advisors
Texas
$592K
CA
48
CoreCap Advisors
Michigan
$588K +$28.2K +750 +5%
KAS
49
Kestra Advisory Services
Texas
$539K +$193K +5,118 +56%
CF
50
Centaurus Financial
California
$534K -$32.5K -863 -6%