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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

61 hedge funds and large institutions have $63.7M invested in Innovator US Equity Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
14
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IIA
1
Integral Investment Advisors
California
$2.93M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.56M
3
W
3
Wealthquest
Ohio
$15.1M
4
SS
4
Sunbelt Securities
Texas
$906K
5
LFG
5
Larson Financial Group
Missouri
$525K

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$29K
2
AA
2
Advisory Alpha
Michigan
$0
3
KCM
3
Kathmere Capital Management
Pennsylvania
$1.6M
4
SMC
4
Smith, Moore & Co
Missouri
$1.23M
5
AC
5
Avestar Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$15.1M 451,158 +48,839 +12%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.56M 286,391 +55,897 +24%
MW
3
Marcum Wealth
Ohio
$6.42M 192,420 -6,267 -3%
IIA
4
Integral Investment Advisors
California
$2.93M 87,640 +87,640 New
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.12M 63,495 -530 -0.8%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.78M 53,268 -2,422 -4%
LNC
7
Lincoln National Corp
Pennsylvania
$1.65M 49,471 – –
BWM
8
BCS Wealth Management
Tennessee
$1.65M 49,372 – –
KCM
9
Kathmere Capital Management
Pennsylvania
$1.6M 47,920 -21,448 -31%
SMC
10
Smith, Moore & Co
Missouri
$1.23M 36,701 -11,590 -24%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.18M 35,445 -211 -0.6%
OMC
12
Old Mission Capital
Illinois
$1.08M 32,213 +4,932 +18%
CWG
13
Cornerstone Wealth Group
North Carolina
$1.05M 31,298 -185 -0.6%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$1.01M 30,315 +402 +1%
BWM
15
BCGM Wealth Management
Indiana
$996K 29,852 – –
HighTower Advisors
16
HighTower Advisors
Illinois
$981K 29,374 -3,245 -10%
SS
17
Sunbelt Securities
Texas
$906K 27,726 +19,516 +238%
CAN
18
Cetera Advisor Networks
California
$905K 27,105 – –
DFA
19
DHJJ Financial Advisors
Illinois
$791K 23,710 – –
OIA
20
OneDigital Investment Advisors
Kansas
$673K 20,170 -1,963 -9%
CW
21
CreativeOne Wealth
Kansas
$651K 19,500 – –
CA
22
Cetera Advisors
Colorado
$623K 18,667 -3,190 -15%
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$566K 16,966 -683 -4%
LFG
24
Larson Financial Group
Missouri
$525K 15,744 +15,100 +2,345%
LPL Financial
25
LPL Financial
California
$495K 14,823 +124 +0.8%
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