IJUL icon

Innovator International Developed Power Buffer ETF July
IJUL

Overview Fund Activity

83 hedge funds and large institutions have $143M invested in Innovator International Developed Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
12
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$6.18M
2
SWA
Stratos Wealth Advisors
Ohio
+$1.14M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$823K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$620K
5
LNC
Lincoln National Corp
Pennsylvania
+$584K

Top Sellers

1
GSIS
Global Strategic Investment Solutions
Arizona
-$18.1M
2
CAG
Compass Advisory Group
New York
-$4.22M
3
AGA
Accuvest Global Advisors
Utah
-$1.64M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$964K
5
AAS
Avantax Advisory Services
Texas
-$848K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.11M +$239K +8,811 +27%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.1M -$37.2K -1,373 -3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$986K -$964K -35,530 -49%
MMA
29
Miracle Mile Advisors
California
$865K -$159K -5,865 -16%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$823K +$823K +30,344 New
AAS
31
Avantax Advisory Services
Texas
$783K -$848K -31,281 -52%
CWM
32
Castle Wealth Management
Florida
$748K +$372K +13,705 +99%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$743K +$101K +3,720 +16%
BWM
34
BCS Wealth Management
Tennessee
$728K +$104K +3,822 +17%
Cerity Partners
35
Cerity Partners
New York
$728K -$268K -9,870 -27%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$719K +$109K +4,038 +18%
IFS
37
Ifrah Financial Services
Arkansas
$695K -$49.4K -1,821 -7%
ODFS
38
O'Donnell Financial Services
California
$648K -$651 -24 -0.1%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$640K – – –
CPA
40
Clear Point Advisors
New York
$637K +$637K +23,470 New
RJA
41
Raymond James & Associates
Florida
$587K +$34.9K +1,286 +6%
AIA
42
Alera Investment Advisors
Illinois
$566K -$10.1K -372 -2%
NFG
43
Nations Financial Group
Iowa
$536K – – –
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$499K -$113K -4,156 -18%
PWA
45
Pillar Wealth Advisors
Pennsylvania
$490K – – –
DFA
46
DHJJ Financial Advisors
Illinois
$450K – – –
USCWA
47
U.S. Capital Wealth Advisors
Texas
$422K -$54.2K -2,000 -11%
TWM
48
Tradition Wealth Management
Minnesota
$420K -$39.1K -1,441 -9%
KAS
49
Kestra Advisory Services
Texas
$403K +$34.4K +1,270 +9%
SRA
50
Secured Retirement Advisors
Minnesota
$393K +$393K +14,483 New
1
2
3 4