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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

103 hedge funds and large institutions have $288M invested in Innovator US Equity Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
22
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$69.9M
2
BMM
2
Berkshire Money Management
Massachusetts
$83.1M
3
FA
3
FSA Advisors
Michigan
$1.52M
4
MI
4
Motiv8 Investments
Florida
$1.26M
5
PCM
5
Penserra Capital Management
California
$6.08M

Top Sellers

1
MAM
1
Milestone Asset Management
Pennsylvania
$0
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
AGA
3
Accuvest Global Advisors
Utah
$0
4
W
4
Wealthquest
Ohio
$13.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.66M
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$83.1M 2,207,847 +110,524 +5%
GI
2
Gradient Investments
Minnesota
$69.9M 1,856,766 +147,470 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.6M 494,405 +9,166 +2%
W
4
Wealthquest
Ohio
$13.8M 365,583 -89,528 -20%
IIA
5
Integral Investment Advisors
California
$8.84M 235,037 +4,769 +2%
BCM
6
Brookstone Capital Management
Illinois
$7.84M 208,455 -18,359 -8%
MW
7
Marcum Wealth
Ohio
$6.23M 165,554 -2,519 -1%
PCM
8
Penserra Capital Management
California
$6.08M 161,473 +22,948 +17%
HighTower Advisors
9
HighTower Advisors
Illinois
$6.06M 160,995 -2,337 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.66M 123,769 -54,382 -31%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.21M 85,414 -5,790 -6%
VBFP
12
Valtinson Bruner Financial Planning
Minnesota
$2.92M 77,497 -1,313 -2%
BA
13
Bellwether Advisors
Nebraska
$2.85M 75,642 – –
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.32M 61,683 -9,058 -13%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$2.22M 59,124 +2,911 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.19M 58,124 -28,893 -33%
Cerity Partners
17
Cerity Partners
New York
$1.8M 47,941 +5,671 +13%
LNC
18
Lincoln National Corp
Pennsylvania
$1.66M 44,175 +12,471 +39%
FA
19
FSA Advisors
Michigan
$1.52M 40,446 +40,446 New
AF
20
Allworth Financial
California
$1.45M 38,533 -879 -2%
CAN
21
Cetera Advisor Networks
California
$1.43M 37,993 +150 +0.4%
MPCL
22
My Personal CFO LLC
Washington
$1.4M 37,320 – –
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$1.38M 36,648 – –
CA
24
Cetera Advisors
Colorado
$1.35M 35,805 +1,094 +3%
SCA
25
Snowden Capital Advisors
New York
$1.33M 35,341 +7,000 +25%
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