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Innovator US Equity Buffer ETF July

111 hedge funds and large institutions have $145M invested in Innovator US Equity Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
12
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
26
Armis Advisers
Georgia
$1.33M +$1.33M +29,810 New
BWM
27
BCS Wealth Management
Tennessee
$1.32M -$37.7K -846 -3%
William Blair & Company
28
William Blair & Company
Illinois
$1.31M
MML Investors Services
29
MML Investors Services
Massachusetts
$1.31M -$49.8K -1,117 -4%
LPL Financial
30
LPL Financial
California
$1.23M +$13.3K +299 +1%
PS
31
Principal Securities
Iowa
$1.12M +$11.2K +252 +1%
SWM
32
Spire Wealth Management
Virginia
$1.12M -$173K -3,883 -13%
Goldman Sachs
33
Goldman Sachs
New York
$1.11M +$487K +10,932 +78%
CWG
34
Cornerstone Wealth Group
North Carolina
$1.11M
GTAM
35
Global Trust Asset Management
Florida
$1.09M
CFG
36
Chapman Financial Group
Hawaii
$1M +$1M +22,546 New
SNWA
37
Siligmueller & Norvid Wealth Advisors
Illinois
$1M +$1M +22,528 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$977K +$394K +8,849 +68%
BWM
39
BCGM Wealth Management
Indiana
$956K
DFA
40
DHJJ Financial Advisors
Illinois
$952K -$5.79K -130 -0.6%
SPC
41
Sigma Planning Corp
Michigan
$838K -$1.03K -23 -0.1%
SAM
42
Secure Asset Management
Michigan
$817K
BPA
43
Beacon Pointe Advisors
California
$813K -$398K -8,928 -33%
CAM
44
Cresset Asset Management
Illinois
$731K -$85.2K -1,911 -10%
VBFP
45
Valtinson Bruner Financial Planning
Minnesota
$663K -$10.4K -233 -2%
CA
46
CoreCap Advisors
Michigan
$621K -$464K -10,420 -43%
HI
47
Harbour Investments
Wisconsin
$615K
SFS
48
Sowell Financial Services
Arkansas
$596K +$596K +13,380 New
FCFC
49
First Commonwealth Financial Corp
Pennsylvania
$578K -$8.2K -184 -1%
BCM
50
Brookstone Capital Management
Illinois
$570K -$16.1M -361,623 -97%