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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

113 hedge funds and large institutions have $191M invested in Innovator US Equity Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
44
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$11.5M
2
MW
2
Marcum Wealth
Ohio
$6.82M
3
HWP
3
Heritage Wealth Partners
Ohio
$3.04M
4
PCM
4
Penserra Capital Management
California
$13.1M
5
Cerity Partners
5
Cerity Partners
New York
$6.52M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$3.77M
2
KAS
2
Kestra Advisory Services
Texas
$1.31M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
GI
4
Gradient Investments
Minnesota
$523K
5
CF
5
Centaurus Financial
California
$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
26
Stratos Wealth Advisors
Ohio
$1.53M -$28.7K -657 -2%
FFA
27
Fragasso Financial Advisors
Pennsylvania
$1.45M +$405K +9,264 +39%
SB
28
Strategic Blueprint
Georgia
$1.44M +$983K +22,511 +214%
BWM
29
BCS Wealth Management
Tennessee
$1.33M +$542K +12,416 +69%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.33M +$629K +14,410 +90%
KAS
31
Kestra Advisory Services
Texas
$1.31M -$986K -22,573 -43%
William Blair & Company
32
William Blair & Company
Illinois
$1.28M +$66.8K +1,530 +6%
SWM
33
Spire Wealth Management
Virginia
$1.26M -$146K -3,350 -10%
LPL Financial
34
LPL Financial
California
$1.19M -$23.5K -539 -2%
BPA
35
Beacon Pointe Advisors
California
$1.19M -$8.47K -194 -0.7%
PS
36
Principal Securities
Iowa
$1.09M +$900K +20,610 +480%
CWG
37
Cornerstone Wealth Group
North Carolina
$1.09M – – –
GTAM
38
Global Trust Asset Management
Florida
$1.07M – – –
CA
39
CoreCap Advisors
Michigan
$1.06M -$61.3K -1,405 -5%
DFA
40
DHJJ Financial Advisors
Illinois
$939K +$51.2K +1,173 +6%
BWM
41
BCGM Wealth Management
Indiana
$937K – – –
RJA
42
Raymond James & Associates
Florida
$910K +$670K +15,330 +278%
Citadel Advisors
43
Citadel Advisors
Florida
$854K +$274K +6,277 +47%
SPC
44
Sigma Planning Corp
Michigan
$822K -$8.43K -193 -1%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$808K -$8.87K -203 -1%
SAM
46
Secure Asset Management
Michigan
$801K -$12.9K -295 -2%
CAM
47
Cresset Asset Management
Illinois
$800K +$188K +4,295 +31%
VBFP
48
Valtinson Bruner Financial Planning
Minnesota
$660K -$284K -6,500 -30%
OWA
49
Outlook Wealth Advisors
Texas
$653K – – –
Goldman Sachs
50
Goldman Sachs
New York
$610K +$610K +13,958 New
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