BJUL icon

Innovator US Equity Buffer ETF July

111 hedge funds and large institutions have $145M invested in Innovator US Equity Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
12
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCM
1
Penserra Capital Management
California
$15.2M 341,487 +40,508 +13%
IIA
2
Integral Investment Advisors
California
$11.5M 258,371 +6,717 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.59M 215,184 -359,528 -63%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.62M 193,347 -3,923 -2%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.79M 174,862 -14,855 -8%
MW
6
Marcum Wealth
Ohio
$6.95M 156,054 -154 -0.1%
Cerity Partners
7
Cerity Partners
New York
$6.51M 146,146 -3,170 -2%
RIL
8
Rothschild Investment LLC
Illinois
$4.05M 91,000 -3,600 -4%
BA
9
Bellwether Advisors
Nebraska
$3.37M 75,522
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.95M 66,301 -6,718 -9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.69M 60,401 -4,672 -7%
W
12
Wealthquest
Ohio
$2.69M 60,278 -3,554 -6%
MPCL
13
My Personal CFO LLC
Washington
$2.59M 58,020
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$2.41M 54,017 -269 -0.5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.4M 53,824 -600 -1%
SCA
16
Snowden Capital Advisors
New York
$2.26M 50,621 -3,345 -6%
KAS
17
Kestra Advisory Services
Texas
$2.19M 49,049 +18,990 +63%
MI
18
Motiv8 Investments
Florida
$2.07M 46,545 +8,811 +23%
BMM
19
Berkshire Money Management
Massachusetts
$1.77M 39,826 -46,581 -54%
FA
20
FSA Advisors
Michigan
$1.75M 40,007 -1,911 -5%
LF
21
Lantz Financial
Illinois
$1.68M 37,616
Raymond James Financial
22
Raymond James Financial
Florida
$1.54M 34,593 +34,593 New
SWA
23
Stratos Wealth Advisors
Ohio
$1.54M 34,569 -434 -1%
FFA
24
Fragasso Financial Advisors
Pennsylvania
$1.43M 32,161 -965 -3%
SB
25
Strategic Blueprint
Georgia
$1.39M 31,205 -1,811 -5%