BJUL icon

Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

99 hedge funds and large institutions have $282M invested in Innovator US Equity Buffer ETF July in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+25
Holders Change %
+33.78%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
26
Increased
44
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
Berkshire Money Management
Massachusetts
$72.3M
2
GI
Gradient Investments
Minnesota
$58.9M
3
BCM
Brookstone Capital Management
Illinois
$7.8M
4
MAM
Milestone Asset Management
Pennsylvania
$7.19M
5
FIA
Foundations Investment Advisors
Arizona
$7.14M

Top Sellers

1
CPIG
Chicago Partners Investment Group
Illinois
$0
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.44M
3
Citadel Advisors
Citadel Advisors
Florida
$565K
4
OIA
OneDigital Investment Advisors
Kansas
$432K
5
AL
ACAS LLC
California
$271K
Name Holding Trade Value Shares
Change 		Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$72.3M +$71.4M +2,071,678 +8,078%
GI
2
Gradient Investments
Minnesota
$58.9M +$58.9M +1,709,268 +6,104,529%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$16.7M +$662K +19,201 +4%
W
4
Wealthquest
Ohio
$15.7M +$946K +27,433 +6%
IIA
5
Integral Investment Advisors
California
$7.94M +$197K +5,719 +3%
BCM
6
Brookstone Capital Management
Illinois
$7.8M +$7.8M +226,814 New
MAM
7
Milestone Asset Management
Pennsylvania
$7.19M +$7.19M +208,619 New
FIA
8
Foundations Investment Advisors
Arizona
$7.14M +$7.14M +207,051 New
Osaic Holdings
9
Osaic Holdings
Arizona
$6.14M +$2.06M +59,857 +51%
MW
10
Marcum Wealth
Ohio
$5.79M +$16.1K +468 +0.3%
AGA
11
Accuvest Global Advisors
Utah
$5.67M +$5.67M +164,338 New
HighTower Advisors
12
HighTower Advisors
Illinois
$5.63M +$521K +15,126 +10%
PCM
13
Penserra Capital Management
California
$4.77M +$1.45M +42,012 +44%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.14M +$1.7M +49,373 +118%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3M +$516K +14,975 +21%
VBFP
16
Valtinson Bruner Financial Planning
Minnesota
$2.72M -$4.38K -127 -0.2%
BA
17
Bellwether Advisors
Nebraska
$2.61M – – –
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.44M -$158K -4,579 -6%
SPC
19
Sigma Planning Corp
Michigan
$2.2M +$1.63M +47,399 +286%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.94M +$478K +13,880 +33%
Cerity Partners
21
Cerity Partners
New York
$1.46M +$369K +10,705 +34%
TC
22
TownSquare Capital
Utah
$1.45M +$530K +15,385 +58%
DIM
23
Delta Investment Management
California
$1.44M +$1.44M +41,908 New
AF
24
Allworth Financial
California
$1.36M +$1.36M +39,396 +246,225%
CAN
25
Cetera Advisor Networks
California
$1.3M +$398K +11,547 +44%
1
2 3 4