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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 %
AWS
76
Atria Wealth Solutions
New York
$244K +$3.58K +95 +1%
TF
77
Trek Financial
Arizona
$228K
AFP
78
Ausdal Financial Partners
Iowa
$220K
DBRC
79
D.B. Root & Company
Pennsylvania
$218K -$99.6K -2,646 -31%
CPIG
80
Chicago Partners Investment Group
Illinois
$217K +$217K +5,683 New
4WM
81
4J Wealth Management
Virginia
$216K -$37.6K -1,000 -15%
VFPW
82
Vantage Financial Partners (Wisconsin)
Wisconsin
$212K +$212K +5,634 New
PIAS
83
PCA Investment Advisory Services
Ohio
$212K -$7.98K -212 -4%
RIS
84
Retirement Income Solutions
Michigan
$202K +$202K +5,368 New
EWA
85
EverSource Wealth Advisors
Alabama
$171K
CFD
86
Creative Financial Designs
Indiana
$169K +$18.8K +500 +13%
LFG
87
Larson Financial Group
Missouri
$149K -$6.59K -175 -4%
PS
88
Principal Securities
Iowa
$147K +$147K +3,919 New
SS
89
Sunbelt Securities
Texas
$110K -$240K -6,389 -69%
IA
90
IFP Advisors
Florida
$103K +$2.82K +75 +3%
BFEC
91
Benjamin F. Edwards & Company
Missouri
$90K
CPA
92
Clear Point Advisors
New York
$80.2K +$80.2K +2,131 New
GEA
93
Glen Eagle Advisors
New Jersey
$45.2K -$15.1K -400 -25%
UBS Group
94
UBS Group
Switzerland
$37.1K +$37.1K +987 New
US Bancorp
95
US Bancorp
Minnesota
$35.1K +$35.1K +932 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$29K
Morgan Stanley
97
Morgan Stanley
New York
$23.4K +$19K +505 +432%
CP
98
Castleview Partners
Texas
$22.6K
AIC
99
Archer Investment Corporation
Indiana
$9.33K
CIAS
100
Capital Investment Advisory Services
North Carolina
$6.02K