BJUL icon

Innovator US Equity Buffer ETF July

105 hedge funds and large institutions have $168M invested in Innovator US Equity Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
15
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.3M +$15M +348,563 +162%
PCM
2
Penserra Capital Management
California
$17.3M +$2.53M +58,656 +17%
IIA
3
Integral Investment Advisors
California
$11.4M +$242K +5,608 +2%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$10.8M +$10.8M +250,315 New
WIM
5
WealthPlan Investment Management
Nebraska
$8.04M +$8.04M +186,105 New
Osaic Holdings
6
Osaic Holdings
Arizona
$7.76M -$588K -13,622 -7%
HighTower Advisors
7
HighTower Advisors
Illinois
$7.51M -$39.2K -907 -0.5%
Cerity Partners
8
Cerity Partners
New York
$6.01M -$298K -6,909 -5%
RIL
9
Rothschild Investment LLC
Illinois
$3.88M -$51.8K -1,200 -1%
WP
10
WealthPLAN Partners
Nebraska
$3.81M +$3.81M +88,140 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.8M +$938K +21,727 +33%
BA
12
Bellwether Advisors
Nebraska
$3.26M
MPCL
13
My Personal CFO LLC
Washington
$2.51M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.43M -$176K -4,085 -7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.42M +$2.42M +55,960 New
MI
16
Motiv8 Investments
Florida
$2.31M +$298K +6,900 +15%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$2.27M -$57.3K -1,328 -2%
W
18
Wealthquest
Ohio
$2.17M -$430K -9,956 -17%
SCA
19
Snowden Capital Advisors
New York
$2.16M -$29.8K -690 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.14M -$182K -4,217 -8%
FA
21
FSA Advisors
Michigan
$1.77M +$45.1K +1,044 +3%
LF
22
Lantz Financial
Illinois
$1.6M -$24K -555 -1%
BMM
23
Berkshire Money Management
Massachusetts
$1.59M -$133K -3,074 -8%
Raymond James Financial
24
Raymond James Financial
Florida
$1.51M +$12.1K +280 +0.8%
KAS
25
Kestra Advisory Services
Texas
$1.42M -$698K -16,161 -33%