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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

38 hedge funds and large institutions have $46.4M invested in Innovator US Equity Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+11
Holders Change %
+40.74%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
9
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$11.5M
2
W
2
Wealthquest
Ohio
$9.2M
3
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.07M
4
SMC
4
Smith, Moore & Co
Missouri
$1.48M
5
BWM
5
BCS Wealth Management
Tennessee
$1.4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
KCM
2
Kathmere Capital Management
Pennsylvania
$2.63M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SB
5
Strategic Blueprint
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCS
1
Personal CFO Solutions
New Jersey
$11.5M 365,749 +365,749 New
W
2
Wealthquest
Ohio
$9.2M 292,886 +114,761 +64%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.84M 154,005 +29,342 +24%
KCM
4
Kathmere Capital Management
Pennsylvania
$2.63M 83,848 -101,832 -55%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.07M 65,081 +65,081 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.56M 49,560 +4,113 +9%
SMC
7
Smith, Moore & Co
Missouri
$1.48M 47,000 +47,000 New
LNC
8
Lincoln National Corp
Pennsylvania
$1.43M 45,649 +3,504 +8%
BWM
9
BCS Wealth Management
Tennessee
$1.4M 44,392 +44,392 New
CWG
10
Cornerstone Wealth Group
North Carolina
$981K 31,483 – –
BWM
11
BCGM Wealth Management
Indiana
$949K 29,852 +29,852 New
HighTower Advisors
12
HighTower Advisors
Illinois
$848K 26,972 +9,655 +56%
ACM
13
Arlington Capital Management
Illinois
$742K 23,622 -1,183 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$616K 19,609 -3,947 -17%
DFA
15
DHJJ Financial Advisors
Illinois
$588K 18,733 -100 -0.5%
OIA
16
OneDigital Investment Advisors
Kansas
$568K 18,095 -593 -3%
CAN
17
Cetera Advisor Networks
California
$510K 16,220 +16,220 New
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$482K 15,340 +9,825 +178%
CA
19
Cetera Advisors
Colorado
$466K 14,844 +14,844 New
LPL Financial
20
LPL Financial
California
$459K 14,600 – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$410K 13,065 +1,652 +14%
AAP
22
Arax Advisory Partners
Colorado
$387K 12,327 +12,327 New
CPIG
23
Chicago Partners Investment Group
Illinois
$343K 10,804 +10,804 New
AL
24
ACAS LLC
California
$272K 8,673 +200 +2%
4WM
25
4J Wealth Management
Virginia
$259K 8,250 -5,437 -40%
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