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Innovator US Equity Buffer ETF July

103 hedge funds and large institutions have $288M invested in Innovator US Equity Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
22
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
51
Cresset Asset Management
Illinois
$527K
AIA
52
Alera Investment Advisors
Illinois
$523K
AAP
53
Arax Advisory Partners
Colorado
$483K -$19.5K -518 -4%
FCFC
54
First Commonwealth Financial Corp
Pennsylvania
$482K
SB
55
Strategic Blueprint
Georgia
$473K -$103K -2,744 -18%
HI
56
Harbour Investments
Wisconsin
$473K +$163K +4,319 +52%
KCM
57
Kathmere Capital Management
Pennsylvania
$460K -$3.16K -84 -0.7%
OIA
58
OneDigital Investment Advisors
Kansas
$428K -$43.3K -1,150 -9%
OMC
59
Old Mission Capital
Illinois
$425K +$425K +11,289 New
SIA
60
Spectrum Investment Advisors
Wisconsin
$341K +$341K +9,074 New
RJA
61
Raymond James & Associates
Florida
$339K
CFS
62
CRA Financial Services
New Jersey
$335K +$75.3K +2,000 +29%
AWA
63
Arkadios Wealth Advisors
Georgia
$327K +$3.54K +94 +1%
SW
64
Schulz Wealth
Texas
$320K +$320K +8,515 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$320K
SWM
66
Sugarloaf Wealth Management
Georgia
$314K
BFA
67
Beacon Financial Advisory
Ohio
$309K
SPIA
68
Steward Partners Investment Advisory
New York
$295K -$53.3K -1,416 -15%
BRWA
69
B. Riley Wealth Advisors
Florida
$284K
CWM
70
Collaborative Wealth Management
Florida
$282K
SEP
71
Southland Equity Partners
Missouri
$281K
AL
72
ACAS LLC
California
$281K -$15.1K -400 -5%
PA
73
PFG Advisors
Arizona
$272K
JWBC
74
John W. Brooker & Co
California
$256K
OCM
75
Orion Capital Management
California
$245K