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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

74 hedge funds and large institutions have $98.5M invested in Innovator US Equity Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
19
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MW
Marcum Wealth
Ohio
$5.91M
2
HighTower Advisors
HighTower Advisors
Illinois
$5.23M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.4M
4
W
Wealthquest
Ohio
$15.1M
5
TC
TownSquare Capital
Utah
$942K

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
$905K
2
OMC
Old Mission Capital
Illinois
$0
3
Cerity Partners
Cerity Partners
New York
$1.11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
FCFC
First Commonwealth Financial Corp
Pennsylvania
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$16.4M +$3.62M +102,711 +28%
W
2
Wealthquest
Ohio
$15.1M +$2.36M +66,911 +19%
IIA
3
Integral Investment Advisors
California
$7.92M +$788K +22,331 +11%
MW
4
Marcum Wealth
Ohio
$5.91M +$5.91M +167,605 New
HighTower Advisors
5
HighTower Advisors
Illinois
$5.23M +$3.83M +108,641 +275%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.17M -$911K -25,826 -18%
PCM
7
Penserra Capital Management
California
$3.4M +$236K +6,701 +7%
VBFP
8
Valtinson Bruner Financial Planning
Minnesota
$2.78M -$72.2K -2,047 -3%
BA
9
Bellwether Advisors
Nebraska
$2.67M – – –
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.66M +$484K +13,712 +22%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.54M +$239K +6,786 +10%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$1.49M -$88.3K -2,503 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.48M -$111K -3,149 -7%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.29M -$591K -16,759 -31%
Cerity Partners
15
Cerity Partners
New York
$1.11M -$1.61M -45,568 -59%
SWM
16
Spire Wealth Management
Virginia
$1.07M -$141 -4 -0%
LNC
17
Lincoln National Corp
Pennsylvania
$1.05M +$385K +10,917 +58%
CWG
18
Cornerstone Wealth Group
North Carolina
$963K -$143K -4,043 -13%
TC
19
TownSquare Capital
Utah
$942K +$942K +26,695 New
MPCL
20
My Personal CFO LLC
Washington
$940K +$178K +5,050 +23%
CAN
21
Cetera Advisor Networks
California
$928K -$305K -8,645 -25%
BMM
22
Berkshire Money Management
Massachusetts
$905K -$24.1M -683,737 -96%
DFA
23
DHJJ Financial Advisors
Illinois
$887K -$6.53K -185 -0.7%
FFA
24
Fragasso Financial Advisors
Pennsylvania
$849K -$19.5K -554 -2%
CA
25
Cetera Advisors
Colorado
$812K +$56.6K +1,604 +7%
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