BJUL icon

Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

70 hedge funds and large institutions have $73.4M invested in Innovator US Equity Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
28
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.75M
2
BCM
2
Brookstone Capital Management
Illinois
$4.8M
3
FCFC
3
First Commonwealth Financial Corp
Pennsylvania
$2.21M
4
TFS
4
TrustCore Financial Services
Tennessee
$1.48M
5
W
5
Wealthquest
Ohio
$8.38M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$265K
2
PCS
2
Personal CFO Solutions
New Jersey
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.12M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
51
Arkadios Wealth Advisors
Georgia
$232K +$1.08K +37 +0.5%
HI
52
Harbour Investments
Wisconsin
$217K – – –
CPIG
53
Chicago Partners Investment Group
Illinois
$213K -$71.5K -2,348 -25%
MHS
54
M Holdings Securities
Oregon
$212K +$212K +7,259 New
CW
55
CreativeOne Wealth
Kansas
$203K – – –
OCM
56
Orion Capital Management
California
$189K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$159K +$159K +5,467 New
EWA
58
EverSource Wealth Advisors
Alabama
$148K +$148K +5,090 New
William Blair & Company
59
William Blair & Company
Illinois
$87K – – –
WWM
60
Wolff Wiese Magana
California
$86K – – –
BFEC
61
Benjamin F. Edwards & Company
Missouri
$70K +$32.1K +1,100 +85%
GEA
62
Glen Eagle Advisors
New Jersey
$70K – – –
GI
63
Gradient Investments
Minnesota
$55K +$47.2K +1,617 +606%
CP
64
Castleview Partners
Texas
$40K +$883 +30 +2%
SWM
65
Spire Wealth Management
Virginia
$35K +$35K +1,200 New
AIC
66
Archer Investment Corporation
Indiana
$29.2K – – –
Morgan Stanley
67
Morgan Stanley
New York
$15K – – –
UBS Group
68
UBS Group
Switzerland
$10K +$10K +332 New
NSIM
69
North Star Investment Management
Illinois
$3K – – –
IF
70
Integrity Financial
Wyoming
$2K – – –
PCS
71
Personal CFO Solutions
New Jersey
– -$7.77M -257,729 Closed
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
– -$653K -21,672 Closed
M&T Bank
73
M&T Bank
New York
– -$586K -19,440 Closed
CAMG
74
CWA Asset Management Group
Florida
– -$370K -12,282 Closed
CA
75
CoreCap Advisors
Michigan
– -$59K -1,944 Closed
1 2
3
4