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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

103 hedge funds and large institutions have $153M invested in Innovator US Equity Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
24
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$14.8M
2
RIL
2
Rothschild Investment LLC
Illinois
$3.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.6M
4
Cerity Partners
4
Cerity Partners
New York
$4.17M
5
KAS
5
Kestra Advisory Services
Texas
$2.2M

Top Sellers

1
AGA
1
Accuvest Global Advisors
Utah
$0
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AIA
5
Alera Investment Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$22.6M 539,842 +57,408 +12%
BCM
2
Brookstone Capital Management
Illinois
$14.8M 348,172 +341,367 +5,016%
BMM
3
Berkshire Money Management
Massachusetts
$10.5M 252,390 -480 -0.2%
IIA
4
Integral Investment Advisors
California
$10.3M 247,161 +3,002 +1%
PCM
5
Penserra Capital Management
California
$9.97M 238,659 +17,243 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.76M 161,892 +31,077 +24%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.57M 157,339 -1,341 -0.8%
Cerity Partners
8
Cerity Partners
New York
$4.17M 99,738 +54,255 +119%
RIL
9
Rothschild Investment LLC
Illinois
$3.8M 91,000 +91,000 New
BA
10
Bellwether Advisors
Nebraska
$3.16M 75,522 – –
W
11
Wealthquest
Ohio
$2.93M 70,226 -3,260 -4%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$2.37M 56,802 -1,086 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.25M 53,813 +2,282 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.21M 52,912 +2,611 +5%
KAS
15
Kestra Advisory Services
Texas
$2.2M 52,632 +34,719 +194%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.17M 51,883 -8,709 -14%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2M 47,910 -5,180 -10%
MPCL
18
My Personal CFO LLC
Washington
$1.96M 46,920 +9,900 +27%
MW
19
Marcum Wealth
Ohio
$1.77M 42,481 – –
FA
20
FSA Advisors
Michigan
$1.75M 41,836 +1,286 +3%
MI
21
Motiv8 Investments
Florida
$1.6M 38,365 +1,557 +4%
SWA
22
Stratos Wealth Advisors
Ohio
$1.49M 35,660 – –
SWM
23
Spire Wealth Management
Virginia
$1.35M 32,300 – –
SCA
24
Snowden Capital Advisors
New York
$1.19M 28,460 -6,881 -19%
LPL Financial
25
LPL Financial
California
$1.16M 27,876 +1,858 +7%
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