BJUL icon

Innovator US Equity Buffer ETF July

103 hedge funds and large institutions have $153M invested in Innovator US Equity Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
24
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DIM
51
Delta Investment Management
California
$492K -$187K -4,473 -28%
BWM
52
Buska Wealth Management
Wisconsin
$480K -$241K -5,766 -33%
HI
53
Harbour Investments
Wisconsin
$478K -$22K -526 -4%
OIA
54
OneDigital Investment Advisors
Kansas
$456K -$19.2K -459 -4%
CF
55
Centaurus Financial
California
$455K -$106K -2,548 -19%
SB
56
Strategic Blueprint
Georgia
$439K -$23.8K -569 -5%
RA
57
RFG Advisory
Alabama
$436K -$323K -7,727 -43%
AWM
58
AE Wealth Management
Kansas
$379K +$292 +7 +0.1%
CFS
59
CRA Financial Services
New Jersey
$378K +$6.27K +150 +2%
SW
60
Schulz Wealth
Texas
$356K
SWM
61
Sugarloaf Wealth Management
Georgia
$349K
VFPW
62
Vantage Financial Partners (Wisconsin)
Wisconsin
$335K +$99.4K +2,380 +42%
BFWM
63
Bright Futures Wealth Management
New York
$335K +$117K +2,846 +54%
BRWA
64
B. Riley Wealth Advisors
Florida
$315K
SEP
65
Southland Equity Partners
Missouri
$312K
SFA
66
Souders Financial Advisors
Ohio
$287K +$287K +6,866 New
AL
67
ACAS LLC
California
$273K -$38K -900 -12%
AWS
68
Atria Wealth Solutions
New York
$269K -$877 -21 -0.3%
TF
69
Trek Financial
Arizona
$253K
SPIA
70
Steward Partners Investment Advisory
New York
$253K +$45K +1,076 +22%
AFP
71
Ausdal Financial Partners
Iowa
$245K
4WM
72
4J Wealth Management
Virginia
$240K
DBRC
73
D.B. Root & Company
Pennsylvania
$238K -$4.18K -100 -2%
TWM
74
Tradition Wealth Management
Minnesota
$238K
RJA
75
Raymond James & Associates
Florida
$230K -$134K -3,200 -37%