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Innovator US Equity Buffer ETF July

103 hedge funds and large institutions have $153M invested in Innovator US Equity Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
24
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$1.16M -$14.6K -350 -1%
BPA
27
Beacon Pointe Advisors
California
$1.14M +$473K +11,326 +71%
CA
28
CoreCap Advisors
Michigan
$1.08M -$491K -11,748 -31%
CWG
29
Cornerstone Wealth Group
North Carolina
$1.04M
GTAM
30
Global Trust Asset Management
Florida
$1.02M
GI
31
Gradient Investments
Minnesota
$1.01M -$245K -5,864 -19%
FFA
32
Fragasso Financial Advisors
Pennsylvania
$997K
OWA
33
Outlook Wealth Advisors
Texas
$990K
LF
34
Lantz Financial
Illinois
$957K -$2.93K -70 -0.3%
VBFP
35
Valtinson Bruner Financial Planning
Minnesota
$903K -$2.01K -48 -0.2%
BWM
36
BCGM Wealth Management
Indiana
$896K
DFA
37
DHJJ Financial Advisors
Illinois
$849K -$255K -6,103 -23%
SPC
38
Sigma Planning Corp
Michigan
$795K +$5.77K +138 +0.7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$782K -$33.7K -806 -4%
SAM
40
Secure Asset Management
Michigan
$779K +$63.3K +1,516 +9%
BWM
41
BCS Wealth Management
Tennessee
$755K -$20.3K -486 -3%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$689K -$10K -240 -1%
MML Investors Services
43
MML Investors Services
Massachusetts
$670K -$17.3K -415 -3%
CAM
44
Cresset Asset Management
Illinois
$585K
Citadel Advisors
45
Citadel Advisors
Florida
$555K +$51.4K +1,231 +10%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$552K +$286K +6,846 +108%
FCFC
47
First Commonwealth Financial Corp
Pennsylvania
$529K
AAP
48
Arax Advisory Partners
Colorado
$520K -$8.15K -195 -2%
KCM
49
Kathmere Capital Management
Pennsylvania
$509K
CCAL
50
City Center Advisors LLC
Michigan
$506K