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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

110 hedge funds and large institutions have $136M invested in Innovator US Equity Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 51 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
14
Reduced
51
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$6.16M
2
PCM
2
Penserra Capital Management
California
$8.93M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.08M
4
CA
4
CoreCap Advisors
Michigan
$1.51M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$877K

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$10.2M
2
GI
2
Gradient Investments
Minnesota
$1.21M
3
W
3
Wealthquest
Ohio
$2.96M
4
BCM
4
Brookstone Capital Management
Illinois
$274K
5
MW
5
Marcum Wealth
Ohio
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$19.5M 482,434 -11,971 -2%
BMM
2
Berkshire Money Management
Massachusetts
$10.2M 252,870 -1,954,977 -89%
IIA
3
Integral Investment Advisors
California
$9.84M 244,159 +9,122 +4%
PCM
4
Penserra Capital Management
California
$8.93M 221,416 +59,943 +37%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.4M 158,680 -2,315 -1%
AGA
6
Accuvest Global Advisors
Utah
$6.16M 152,636 +152,636 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5.28M 130,815 +7,046 +6%
BA
8
Bellwether Advisors
Nebraska
$3.05M 75,522 -120 -0.2%
W
9
Wealthquest
Ohio
$2.96M 73,486 -292,097 -80%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.44M 60,592 -1,091 -2%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$2.33M 57,888 -1,236 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.14M 53,090 -32,324 -38%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.08M 51,531 +51,531 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.03M 50,301 -7,823 -13%
Cerity Partners
15
Cerity Partners
New York
$1.83M 45,483 -2,458 -5%
LNC
16
Lincoln National Corp
Pennsylvania
$1.74M 43,236 -939 -2%
MW
17
Marcum Wealth
Ohio
$1.71M 42,481 -123,073 -74%
FA
18
FSA Advisors
Michigan
$1.64M 40,550 +104 +0.3%
CA
19
CoreCap Advisors
Michigan
$1.51M 37,518 +21,883 +140%
MPCL
20
My Personal CFO LLC
Washington
$1.49M 37,020 -300 -0.8%
MI
21
Motiv8 Investments
Florida
$1.48M 36,808 +3,327 +10%
SWA
22
Stratos Wealth Advisors
Ohio
$1.44M 35,660 +3,037 +9%
SCA
23
Snowden Capital Advisors
New York
$1.43M 35,341 – –
SWM
24
Spire Wealth Management
Virginia
$1.3M 32,300 +2 +0%
GI
25
Gradient Investments
Minnesota
$1.21M 30,092 -1,826,674 -98%
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