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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 %
TF
76
Trek Financial
Arizona
$277K -$34.8K -780 -11%
HWP
77
Heritage Wealth Partners
Ohio
$275K -$2.83M -63,500 -91%
BFA
78
Beacon Financial Advisory
Ohio
$273K
TWM
79
Tradition Wealth Management
Minnesota
$269K -$18.1K -406 -6%
SPIA
80
Steward Partners Investment Advisory
New York
$266K -$36.9K -828 -12%
4WM
81
4J Wealth Management
Virginia
$256K
DBRC
82
D.B. Root & Company
Pennsylvania
$254K
EWA
83
Evolution Wealth Advisors
Florida
$254K
DWP
84
Daymark Wealth Partners
Ohio
$254K
TSW
85
Three Seasons Wealth
Utah
$242K
RIS
86
Retirement Income Solutions
Michigan
$239K
SW
87
Schulz Wealth
Texas
$228K
PIAS
88
PCA Investment Advisory Services
Ohio
$220K -$15K -336 -6%
TWP
89
Triad Wealth Partners
Kansas
$208K +$208K +4,679 New
AWM
90
AE Wealth Management
Kansas
$184K -$229K -5,133 -55%
CF
91
Centaurus Financial
California
$180K -$12.9K -291 -7%
IWM
92
IMG Wealth Management
Florida
$172K +$172K +3,859 New
IA
93
IFP Advisors
Florida
$144K
OCM
94
Orion Capital Management
California
$134K +$134K +3,000 New
SS
95
Sunbelt Securities
Texas
$126K
GEA
96
Glen Eagle Advisors
New Jersey
$106K
WTFG
97
Wood Tarver Financial Group
Idaho
$43K +$43K +986 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$42.3K
WA
99
Whipplewood Advisors
Colorado
$41.7K +$41.7K +935 New
US Bancorp
100
US Bancorp
Minnesota
$39K