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Innovator US Equity Buffer ETF July

111 hedge funds and large institutions have $145M invested in Innovator US Equity Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
12
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
51
Arax Advisory Partners
Colorado
$569K -$12.1K -272 -2%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$557K +$89.6K +2,010 +19%
OWA
53
Outlook Wealth Advisors
Texas
$556K -$110K -2,461 -16%
KCM
54
Kathmere Capital Management
Pennsylvania
$546K +$4.68K +105 +0.9%
CCAL
55
City Center Advisors LLC
Michigan
$519K -$5.88K -132 -1%
BRWA
56
B. Riley Wealth Advisors
Florida
$469K
SWM
57
Sugarloaf Wealth Management
Georgia
$452K -$6.68K -150 -1%
CFS
58
CRA Financial Services
New Jersey
$403K
RA
59
RFG Advisory
Alabama
$398K -$1.17M -26,177 -75%
OMC
60
Old Mission Capital
Illinois
$385K -$14.7K -330 -4%
Truist Financial
61
Truist Financial
North Carolina
$376K -$14.6K -327 -4%
OIA
62
OneDigital Investment Advisors
Kansas
$374K -$113K -2,531 -23%
SF
63
Seros Financial
Arizona
$365K +$365K +8,748 New
BWM
64
Buska Wealth Management
Wisconsin
$364K -$117K -2,637 -24%
VFPW
65
Vantage Financial Partners (Wisconsin)
Wisconsin
$357K
CW
66
CreativeOne Wealth
Kansas
$350K +$350K +7,859 New
WWA
67
Wingate Wealth Advisors
Massachusetts
$343K +$343K +7,690 New
ASN
68
Advisory Services Network
Georgia
$342K +$342K +7,669 New
DIM
69
Delta Investment Management
California
$330K -$130K -2,910 -28%
EWA
70
EverSource Wealth Advisors
Alabama
$327K +$104K +2,344 +47%
AL
71
ACAS LLC
California
$312K +$17.6K +385 +6%
CFP
72
Comprehensive Financial Planning
Pennsylvania
$294K +$294K +6,606 New
SEP
73
Southland Equity Partners
Missouri
$291K
AWS
74
Atria Wealth Solutions
New York
$284K -$1.2K -27 -0.4%
PA
75
PFG Advisors
Arizona
$284K -$8.47K -190 -3%