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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

99 hedge funds and large institutions have $282M invested in Innovator US Equity Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
44
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
Berkshire Money Management
Massachusetts
+$71.4M
2
GI
Gradient Investments
Minnesota
+$58.9M
3
BCM
Brookstone Capital Management
Illinois
+$7.8M
4
MAM
Milestone Asset Management
Pennsylvania
+$7.19M
5
FIA
Foundations Investment Advisors
Arizona
+$7.14M

Top Sellers

1
CPIG
Chicago Partners Investment Group
Illinois
-$203K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$158K
3
Citadel Advisors
Citadel Advisors
Florida
-$127K
4
OIA
OneDigital Investment Advisors
Kansas
-$64.6K
5
AL
ACAS LLC
California
-$29.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Collaborative Wealth Management
Florida
$258K – – –
SEP
77
Southland Equity Partners
Missouri
$258K – – –
PA
78
PFG Advisors
Arizona
$249K +$249K +7,225 New
CFS
79
CRA Financial Services
New Jersey
$238K +$238K +6,900 New
JWBC
80
John W. Brooker & Co
California
$234K +$234K +6,797 New
4WM
81
4J Wealth Management
Virginia
$233K – – –
OCM
82
Orion Capital Management
California
$224K – – –
AWS
83
Atria Wealth Solutions
New York
$220K +$220K +6,383 New
TF
84
Trek Financial
Arizona
$209K +$209K +6,050 New
AFP
85
Ausdal Financial Partners
Iowa
$202K +$202K +5,855 New
PIAS
86
PCA Investment Advisory Services
Ohio
$201K – – –
EWA
87
EverSource Wealth Advisors
Alabama
$157K -$18.5K -538 -11%
LFG
88
Larson Financial Group
Missouri
$143K – – –
CFD
89
Creative Financial Designs
Indiana
$138K +$138K +4,000 New
IA
90
IFP Advisors
Florida
$91.7K +$25.9K +750 +39%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$83K – – –
GEA
92
Glen Eagle Advisors
New Jersey
$55.2K – – –
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$29.1K +$29.1K +843 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$27K +$27K +781 New
CP
95
Castleview Partners
Texas
$20.7K – – –
AIC
96
Archer Investment Corporation
Indiana
$8.55K -$25.9K -752 -75%
CIAS
97
Capital Investment Advisory Services
North Carolina
$5.52K – – –
Morgan Stanley
98
Morgan Stanley
New York
$4.03K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$103 +$103 +3 New
CPIG
100
Chicago Partners Investment Group
Illinois
– -$203K -5,683 Closed
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