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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

78 hedge funds and large institutions have $119M invested in Innovator US Equity Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
18
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$37.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.4M
3
PCM
3
Penserra Capital Management
California
$2.97M
4
W
4
Wealthquest
Ohio
$9.88M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.99M

Top Sellers

1
BWM
1
BCS Wealth Management
Tennessee
$547K
2
FCFC
2
First Commonwealth Financial Corp
Pennsylvania
$1.72M
3
KF
3
Krilogy Financial
Missouri
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$37.6M 1,216,472 +1,216,472 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.4M 367,979 +102,091 +38%
W
3
Wealthquest
Ohio
$9.88M 319,634 +32,059 +11%
IIA
4
Integral Investment Advisors
California
$6.1M 197,472 +1,843 +0.9%
BCM
5
Brookstone Capital Management
Illinois
$5.16M 165,401 +577 +0.4%
Osaic Holdings
6
Osaic Holdings
Arizona
$5M 161,774 -13,733 -8%
PCM
7
Penserra Capital Management
California
$2.97M 96,004 +40,634 +73%
DIM
8
Delta Investment Management
California
$2.93M 94,870 -2,620 -3%
VBFP
9
Valtinson Bruner Financial Planning
Minnesota
$2.58M 81,925 +1,255 +2%
BA
10
Bellwether Advisors
Nebraska
$2.38M 77,052 – –
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.99M 64,408 +29,411 +84%
FCFC
12
First Commonwealth Financial Corp
Pennsylvania
$1.72M 55,681 -19,947 -26%
TFS
13
TrustCore Financial Services
Tennessee
$1.67M 53,915 +3,315 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.5M 48,675 +26,456 +119%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.44M 46,689 +1,732 +4%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.4M 45,347 -7,070 -13%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.27M 41,245 +3,345 +9%
CAN
18
Cetera Advisor Networks
California
$1.08M 34,941 -8,445 -19%
CWG
19
Cornerstone Wealth Group
North Carolina
$970K 31,377 – –
SWM
20
Spire Wealth Management
Virginia
$937K 30,301 +29,101 +2,425%
BWM
21
BCGM Wealth Management
Indiana
$861K 27,852 – –
BPA
22
Beacon Pointe Advisors
California
$838K 27,116 -4,747 -15%
DFA
23
DHJJ Financial Advisors
Illinois
$814K 26,331 -1,347 -5%
FFA
24
Fragasso Financial Advisors
Pennsylvania
$761K 24,611 +4,267 +21%
CA
25
Cetera Advisors
Colorado
$695K 22,483 +265 +1%
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