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Innovator US Equity Buffer ETF July

110 hedge funds and large institutions have $136M invested in Innovator US Equity Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 51 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
14
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$260K -$1.13K -28 -0.4%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$257K +$257K +6,366 New
PA
78
PFG Advisors
Arizona
$246K -$45.7K -1,134 -16%
TF
79
Trek Financial
Arizona
$244K
AFP
80
Ausdal Financial Partners
Iowa
$236K
DBRC
81
D.B. Root & Company
Pennsylvania
$234K
4WM
82
4J Wealth Management
Virginia
$232K
TWM
83
Tradition Wealth Management
Minnesota
$229K +$229K +5,690 New
VFPW
84
Vantage Financial Partners (Wisconsin)
Wisconsin
$227K
PIAS
85
PCA Investment Advisory Services
Ohio
$227K -$40 -1 -0%
BFWM
86
Bright Futures Wealth Management
New York
$220K +$220K +5,268 New
TC
87
TownSquare Capital
Utah
$220K -$1,000K -24,790 -82%
RIS
88
Retirement Income Solutions
Michigan
$216K
CPIG
89
Chicago Partners Investment Group
Illinois
$216K -$9.27K -234 -4%
AWA
90
Arkadios Wealth Advisors
Georgia
$213K -$138K -3,412 -39%
SPIA
91
Steward Partners Investment Advisory
New York
$201K -$116K -2,870 -37%
CFD
92
Creative Financial Designs
Indiana
$181K
EWA
93
EverSource Wealth Advisors
Alabama
$180K
PS
94
Principal Securities
Iowa
$169K +$11.3K +281 +7%
LFG
95
Larson Financial Group
Missouri
$160K
SS
96
Sunbelt Securities
Texas
$114K -$3.87K -96 -3%
IA
97
IFP Advisors
Florida
$104K -$6.05K -150 -5%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$97K
CPA
99
Clear Point Advisors
New York
$85.9K
GEA
100
Glen Eagle Advisors
New Jersey
$48.4K