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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

113 hedge funds and large institutions have $191M invested in Innovator US Equity Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
44
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$11.5M
2
MW
2
Marcum Wealth
Ohio
$6.82M
3
HWP
3
Heritage Wealth Partners
Ohio
$3.04M
4
PCM
4
Penserra Capital Management
California
$13.1M
5
Cerity Partners
5
Cerity Partners
New York
$6.52M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$3.77M
2
KAS
2
Kestra Advisory Services
Texas
$1.31M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
GI
4
Gradient Investments
Minnesota
$523K
5
CF
5
Centaurus Financial
California
$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$603K +$103K +2,368 +21%
FCFC
52
First Commonwealth Financial Corp
Pennsylvania
$574K +$21K +480 +4%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$571K +$571K +13,067 New
AAP
54
Arax Advisory Partners
Colorado
$570K +$25.6K +586 +5%
KCM
55
Kathmere Capital Management
Pennsylvania
$531K -$1.18K -27 -0.2%
GI
56
Gradient Investments
Minnesota
$523K -$535K -12,252 -51%
CCAL
57
City Center Advisors LLC
Michigan
$514K -$33.5K -768 -6%
OIA
58
OneDigital Investment Advisors
Kansas
$477K – – –
BWM
59
Buska Wealth Management
Wisconsin
$472K -$29K -665 -6%
BRWA
60
B. Riley Wealth Advisors
Florida
$459K +$130K +2,981 +39%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$459K -$262K -6,006 -36%
DIM
62
Delta Investment Management
California
$451K -$63.6K -1,455 -12%
SWM
63
Sugarloaf Wealth Management
Georgia
$449K +$84.7K +1,940 +23%
AWM
64
AE Wealth Management
Kansas
$405K +$9K +206 +2%
CFS
65
CRA Financial Services
New Jersey
$395K – – –
OMC
66
Old Mission Capital
Illinois
$392K +$392K +8,971 New
Truist Financial
67
Truist Financial
North Carolina
$383K +$383K +8,774 New
BFWM
68
Bright Futures Wealth Management
New York
$357K – – –
VFPW
69
Vantage Financial Partners (Wisconsin)
Wisconsin
$350K – – –
TF
70
Trek Financial
Arizona
$306K +$41.5K +950 +16%
SFA
71
Souders Financial Advisors
Ohio
$300K – – –
SPIA
72
Steward Partners Investment Advisory
New York
$297K +$33.1K +758 +13%
PA
73
PFG Advisors
Arizona
$286K +$286K +6,554 New
SEP
74
Southland Equity Partners
Missouri
$285K -$41.8K -957 -13%
AL
75
ACAS LLC
California
$282K – – –
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3
4 5