BJUL icon

Innovator US Equity Buffer ETF July

31 hedge funds and large institutions have $35.1M invested in Innovator US Equity Buffer ETF July in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
1
Kathmere Capital Management
Pennsylvania
$10.8M +$832K +27,618 +8%
IA
2
IFP Advisors
Florida
$5.65M +$5.6M +186,244 +11,226%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.78M -$140K -4,652 -4%
W
4
Wealthquest
Ohio
$2.03M +$2.03M +67,274 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.38M -$73.9K -2,453 -5%
OMC
6
Old Mission Capital
Illinois
$1.33M +$68K +2,257 +5%
LNC
7
Lincoln National Corp
Pennsylvania
$1.27M +$58.6K +1,944 +5%
JSL
8
JT Stratford LLC
Georgia
$964K -$9.04K -300 -0.9%
CWG
9
Cornerstone Wealth Group
North Carolina
$949K
HighTower Advisors
10
HighTower Advisors
Illinois
$744K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$670K
DFA
12
DHJJ Financial Advisors
Illinois
$569K +$569K +18,883 New
Citadel Advisors
13
Citadel Advisors
Florida
$508K -$82.2K -2,729 -14%
LPL Financial
14
LPL Financial
California
$503K -$3.25K -108 -0.6%
VBFP
15
Valtinson Bruner Financial Planning
Minnesota
$488K
4WM
16
4J Wealth Management
Virginia
$469K +$469K +15,587 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$426K -$118K -3,909 -22%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$422K +$422K +14,021 New
KAS
19
Kestra Advisory Services
Texas
$406K -$71.9K -2,395 -15%
SPC
20
Sigma Planning Corp
Michigan
$342K
SB
21
Strategic Blueprint
Georgia
$342K +$342K +11,342 New
AAP
22
Arax Advisory Partners
Colorado
$318K +$24.1K +800 +8%
CPIG
23
Chicago Partners Investment Group
Illinois
$232K -$86.9K -2,868 -27%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$170K +$57.5K +1,897 +51%
WWM
25
Wolff Wiese Magana
California
$89K +$89K +2,962 New