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Innovator US Equity Buffer ETF July
BJUL

Overview Fund Activity

113 hedge funds and large institutions have $191M invested in Innovator US Equity Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
44
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$11.5M
2
MW
2
Marcum Wealth
Ohio
$6.82M
3
HWP
3
Heritage Wealth Partners
Ohio
$3.04M
4
PCM
4
Penserra Capital Management
California
$13.1M
5
Cerity Partners
5
Cerity Partners
New York
$6.52M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$3.77M
2
KAS
2
Kestra Advisory Services
Texas
$1.31M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
GI
4
Gradient Investments
Minnesota
$523K
5
CF
5
Centaurus Financial
California
$190K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$25.1M 574,712 +34,870 +6%
BCM
2
Brookstone Capital Management
Illinois
$16.4M 374,418 +26,246 +8%
PCM
3
Penserra Capital Management
California
$13.1M 300,979 +62,320 +26%
PCS
4
Personal CFO Solutions
New Jersey
$11.5M 262,866 +262,866 New
IIA
5
Integral Investment Advisors
California
$11M 251,654 +4,493 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.62M 197,270 +35,378 +22%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.29M 189,717 +32,378 +21%
MW
8
Marcum Wealth
Ohio
$6.82M 156,208 +113,727 +268%
Cerity Partners
9
Cerity Partners
New York
$6.52M 149,316 +49,578 +50%
RIL
10
Rothschild Investment LLC
Illinois
$4.13M 94,600 +3,600 +4%
BMM
11
Berkshire Money Management
Massachusetts
$3.77M 86,407 -165,983 -66%
BA
12
Bellwether Advisors
Nebraska
$3.3M 75,522 – –
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.19M 73,019 +19,206 +36%
HWP
14
Heritage Wealth Partners
Ohio
$3.04M 69,664 +69,664 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.84M 65,073 +12,161 +23%
W
16
Wealthquest
Ohio
$2.78M 63,832 -6,394 -9%
MPCL
17
My Personal CFO LLC
Washington
$2.53M 58,020 +11,100 +24%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.45M 56,111 +4,228 +8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.38M 54,424 +6,514 +14%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$2.37M 54,286 -2,516 -4%
SCA
21
Snowden Capital Advisors
New York
$2.36M 53,966 +25,506 +90%
FA
22
FSA Advisors
Michigan
$1.83M 41,918 +82 +0.2%
MI
23
Motiv8 Investments
Florida
$1.65M 37,734 -631 -2%
LF
24
Lantz Financial
Illinois
$1.64M 37,616 +14,716 +64%
RA
25
RFG Advisory
Alabama
$1.53M 35,111 +24,684 +237%
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