BJUL icon

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 %
CA
101
Continuum Advisory
Idaho
$32.3K
CP
102
Castleview Partners
Texas
$26.7K
FNWA
103
Financial Network Wealth Advisors
Utah
$25.1K -$6.51K -146 -21%
AF
104
Allworth Financial
California
$23.5K
CFD
105
Creative Financial Designs
Indiana
$22.3K
LFG
106
Larson Financial Group
Missouri
$20.5K
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$16.7K -$4.68K -105 -22%
Morgan Stanley
108
Morgan Stanley
New York
$13.9K -$32.9K -738 -70%
AIC
109
Archer Investment Corporation
Indiana
$11.1K
Barclays
110
Barclays
United Kingdom
$2K -$183K -4,028 -99%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$713
PCS
112
Personal CFO Solutions
New Jersey
-$11.5M -262,866 Closed
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
-$2.45M -56,111 Closed
Citadel Advisors
114
Citadel Advisors
Florida
-$854K -19,555 Closed
GI
115
Gradient Investments
Minnesota
-$523K -11,976 Closed
BFWM
116
Bright Futures Wealth Management
New York
-$357K -8,114 Closed
SFA
117
Souders Financial Advisors
Ohio
-$300K -6,866 Closed
CB
118
Chris Bulman
California
-$268K -6,131 Closed
Jane Street
119
Jane Street
New York
-$235K -5,384 Closed
CPIG
120
Chicago Partners Investment Group
Illinois
-$223K -5,071 Closed
TC
121
TownSquare Capital
Utah
-$217K -4,971 Closed
CPA
122
Clear Point Advisors
New York
-$93.1K -2,131 Closed
PW
123
Paladin Wealth
Minnesota
-$37.7K -863 Closed
UBS Group
124
UBS Group
Switzerland
-$26.3K -601 Closed
WP
125
WealthShield Partners
North Carolina
-$20.9K -478 Closed