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Innovator US Equity Buffer ETF July

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
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
76
Tradition Wealth Management
Minnesota
$282K +$33.1K +757 +13%
AWS
77
Atria Wealth Solutions
New York
$280K -$1.31K -30 -0.5%
BFA
78
Beacon Financial Advisory
Ohio
$268K +$53.8K +1,231 +25%
CB
79
Chris Bulman
California
$268K +$268K +6,131 New
4WM
80
4J Wealth Management
Virginia
$251K
DBRC
81
D.B. Root & Company
Pennsylvania
$249K
EWA
82
Evolution Wealth Advisors
Florida
$249K +$249K +5,695 New
DWP
83
Daymark Wealth Partners
Ohio
$249K +$249K +5,694 New
TSW
84
Three Seasons Wealth
Utah
$237K +$237K +5,420 New
Jane Street
85
Jane Street
New York
$235K +$235K +5,384 New
RIS
86
Retirement Income Solutions
Michigan
$234K
PIAS
87
PCA Investment Advisory Services
Ohio
$231K
SW
88
Schulz Wealth
Texas
$224K -$148K -3,390 -40%
CPIG
89
Chicago Partners Investment Group
Illinois
$223K -$16.6K -378 -7%
EWA
90
EverSource Wealth Advisors
Alabama
$218K +$19.7K +450 +10%
TC
91
TownSquare Capital
Utah
$217K
CF
92
Centaurus Financial
California
$190K -$287K -6,555 -60%
Barclays
93
Barclays
United Kingdom
$178K +$178K +4,072 New
IA
94
IFP Advisors
Florida
$141K +$28.5K +652 +25%
SS
95
Sunbelt Securities
Texas
$123K
GEA
96
Glen Eagle Advisors
New Jersey
$104K +$51.8K +1,185 +99%
CPA
97
Clear Point Advisors
New York
$93.1K
Morgan Stanley
98
Morgan Stanley
New York
$45.8K +$32.2K +738 +237%
CIAS
99
Capital Investment Advisory Services
North Carolina
$41.5K +$34.5K +790 +494%
US Bancorp
100
US Bancorp
Minnesota
$38.2K