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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

110 hedge funds and large institutions have $136M invested in Innovator US Equity Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
14
Reduced
51
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$6.16M
2
PCM
2
Penserra Capital Management
California
$8.93M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.08M
4
CA
4
CoreCap Advisors
Michigan
$1.51M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$877K

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$10.2M
2
GI
2
Gradient Investments
Minnesota
$1.21M
3
W
3
Wealthquest
Ohio
$2.96M
4
BCM
4
Brookstone Capital Management
Illinois
$274K
5
MW
5
Marcum Wealth
Ohio
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$1.14M -$8.87K -220 -0.8%
CAN
27
Cetera Advisor Networks
California
$1.07M -$458K -11,350 -30%
DFA
28
DHJJ Financial Advisors
Illinois
$1.07M -$16.3K -405 -2%
LPL Financial
29
LPL Financial
California
$1.05M +$395K +9,802 +60%
CWG
30
Cornerstone Wealth Group
North Carolina
$1M -$94.5K -2,344 -9%
GTAM
31
Global Trust Asset Management
Florida
$986K – – –
FFA
32
Fragasso Financial Advisors
Pennsylvania
$962K – – –
OMC
33
Old Mission Capital
Illinois
$961K +$506K +12,546 +111%
CA
34
Cetera Advisors
Colorado
$940K -$504K -12,492 -35%
LF
35
Lantz Financial
Illinois
$926K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$877K +$877K +21,745 New
VBFP
37
Valtinson Bruner Financial Planning
Minnesota
$874K -$2.25M -55,837 -72%
BWM
38
BCGM Wealth Management
Indiana
$865K – – –
RJFSA
39
Raymond James Financial Services Advisors
Florida
$787K -$6.86K -170 -0.9%
SPC
40
Sigma Planning Corp
Michigan
$761K -$315K -7,805 -29%
BWM
41
BCS Wealth Management
Tennessee
$748K -$95.4K -2,365 -11%
RA
42
RFG Advisory
Alabama
$732K +$732K +18,154 New
KAS
43
Kestra Advisory Services
Texas
$722K +$145K +3,584 +25%
BWM
44
Buska Wealth Management
Wisconsin
$695K +$695K +17,244 New
SAM
45
Secure Asset Management
Michigan
$690K +$690K +17,119 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$675K +$332K +8,234 +97%
MML Investors Services
47
MML Investors Services
Massachusetts
$664K -$34.8K -863 -5%
DIM
48
Delta Investment Management
California
$655K -$11.1K -276 -2%
BPA
49
Beacon Pointe Advisors
California
$647K -$22.9K -567 -3%
OWA
50
Outlook Wealth Advisors
Texas
$603K -$32.1K -797 -5%
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