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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

75 hedge funds and large institutions have $92.7M invested in Innovator US Equity Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
9
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
1
Berkshire Money Management
Massachusetts
$23.2M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.74M
3
OMC
3
Old Mission Capital
Illinois
$1.71M
4
W
4
Wealthquest
Ohio
$11.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$2.52M
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
DIM
3
Delta Investment Management
California
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.71M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$23.2M 709,382 +696,730 +5,507%
W
2
Wealthquest
Ohio
$11.8M 360,767 +41,133 +13%
IIA
3
Integral Investment Advisors
California
$6.61M 202,218 +4,746 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.71M 144,120 -17,654 -11%
PCM
5
Penserra Capital Management
California
$2.93M 89,812 -6,192 -6%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$2.65M 80,984 -941 -1%
Cerity Partners
7
Cerity Partners
New York
$2.52M 77,133 -1,139,339 -94%
BA
8
Bellwether Advisors
Nebraska
$2.47M 75,642 -1,410 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.13M 65,256 +16,581 +34%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.01M 61,608 -2,800 -4%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.74M 53,407 +53,407 New
OMC
12
Old Mission Capital
Illinois
$1.71M 52,485 +52,485 New
FCFC
13
First Commonwealth Financial Corp
Pennsylvania
$1.67M 51,072 -4,609 -8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.5M 46,036 +38,465 +508%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.47M 44,980 -1,709 -4%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.46M 44,836 -511 -1%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.29M 39,565 -1,680 -4%
CAN
18
Cetera Advisor Networks
California
$1.14M 34,941 – –
CWG
19
Cornerstone Wealth Group
North Carolina
$1.02M 31,336 -41 -0.1%
SWM
20
Spire Wealth Management
Virginia
$990K 30,300 -1 -0%
DFA
21
DHJJ Financial Advisors
Illinois
$827K 25,338 -993 -4%
FFA
22
Fragasso Financial Advisors
Pennsylvania
$804K 24,611 – –
BPA
23
Beacon Pointe Advisors
California
$727K 22,240 -4,876 -18%
MPCL
24
My Personal CFO LLC
Washington
$706K 21,600 +11,588 +116%
BWM
25
BCGM Wealth Management
Indiana
$701K 21,452 -6,400 -23%
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