BJUL icon

Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

74 hedge funds and large institutions have $98.5M invested in Innovator US Equity Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
19
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MW
Marcum Wealth
Ohio
$5.91M
2
HighTower Advisors
HighTower Advisors
Illinois
$5.23M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.4M
4
W
Wealthquest
Ohio
$15.1M
5
TC
TownSquare Capital
Utah
$942K

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
$905K
2
OMC
Old Mission Capital
Illinois
$0
3
Cerity Partners
Cerity Partners
New York
$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
FCFC
First Commonwealth Financial Corp
Pennsylvania
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
51
Southland Equity Partners
Missouri
$264K – – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$259K -$185K -5,217 -42%
HI
53
Harbour Investments
Wisconsin
$248K -$3.74K -106 -1%
SCA
54
Snowden Capital Advisors
New York
$245K +$245K +6,950 New
CF
55
Centaurus Financial
California
$242K -$291K -8,259 -55%
4WM
56
4J Wealth Management
Virginia
$238K -$45.9K -1,300 -16%
OCM
57
Orion Capital Management
California
$229K – – –
MML Investors Services
58
MML Investors Services
Massachusetts
$229K +$229K +6,495 New
PIAS
59
PCA Investment Advisory Services
Ohio
$206K +$206K +5,842 New
CPIG
60
Chicago Partners Investment Group
Illinois
$203K -$47K -1,315 -19%
EWA
61
EverSource Wealth Advisors
Alabama
$180K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$146K -$46.8K -1,326 -24%
LFG
63
Larson Financial Group
Missouri
$146K -$28.3K -801 -16%
William Blair & Company
64
William Blair & Company
Illinois
$106K – – –
BFEC
65
Benjamin F. Edwards & Company
Missouri
$85K – – –
IA
66
IFP Advisors
Florida
$67.3K -$2.08K -59 -3%
GEA
67
Glen Eagle Advisors
New Jersey
$56.4K – – –
AIC
68
Archer Investment Corporation
Indiana
$35.3K – – –
CP
69
Castleview Partners
Texas
$21.2K – – –
SWM
70
Sugarloaf Wealth Management
Georgia
$10.6K +$10.6K +300 New
CIAS
71
Capital Investment Advisory Services
North Carolina
$5.64K – – –
Morgan Stanley
72
Morgan Stanley
New York
$4.13K – – –
GI
73
Gradient Investments
Minnesota
$988 – – –
AF
74
Allworth Financial
California
$565 +$565 +16 New
OMC
75
Old Mission Capital
Illinois
– -$1.71M -52,485 Closed
1 2
3
4