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Innovator International Developed Power Buffer ETF July
IJUL

Overview Fund Activity

84 hedge funds and large institutions have $99.6M invested in Innovator International Developed Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
29
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFC
Bedel Financial Consulting
Indiana
+$2.06M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.42M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.28M
4
SAG
SageView Advisory Group
California
+$1.2M
5
PS
Principal Securities
Iowa
+$1.17M

Top Sellers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$950K
2
PWA
Pillar Wealth Advisors
Pennsylvania
-$467K
3
AIA
Alera Investment Advisors
Illinois
-$307K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$281K
5
Citadel Advisors
Citadel Advisors
Florida
-$261K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIWM
26
Long Island Wealth Management
New York
$910K +$4.56K +155 +0.5%
AAS
27
Avantax Advisory Services
Texas
$842K +$7.21K +245 +0.9%
KAS
28
Kestra Advisory Services
Texas
$837K +$58.6K +1,993 +8%
BWM
29
BCS Wealth Management
Tennessee
$811K +$47.6K +1,619 +6%
IFS
30
Ifrah Financial Services
Arkansas
$771K +$7.73K +263 +1%
LPL Financial
31
LPL Financial
California
$715K -$27.9K -948 -4%
CPA
32
Clear Point Advisors
New York
$687K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$652K +$77.9K +2,648 +14%
ODFS
34
O'Donnell Financial Services
California
$628K -$58.3K -1,984 -9%
MHS
35
M Holdings Securities
Oregon
$608K +$608K +20,663 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$604K -$86.5K -2,945 -13%
IA
37
IFP Advisors
Florida
$563K +$28.1K +955 +5%
DFA
38
DHJJ Financial Advisors
Illinois
$546K +$94.5K +3,214 +21%
Cerity Partners
39
Cerity Partners
New York
$521K – – –
JCM
40
Jacobi Capital Management
Pennsylvania
$487K +$487K +16,561 New
NFG
41
Nations Financial Group
Iowa
$453K – – –
CFP
42
Cypress Financial Planning
New Jersey
$447K +$227K +7,726 +103%
NAM
43
NorthCrest Asset Manangement
Minnesota
$382K – – –
CAG
44
Compass Advisory Group
New York
$378K +$378K +12,859 New
AF
45
Allworth Financial
California
$378K – – –
SWP
46
Summit Wealth Partners
Florida
$370K +$110K +3,746 +42%
S
47
SignatureFD
Georgia
$369K – – –
MMA
48
Miracle Mile Advisors
California
$353K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$336K +$336K +11,436 New
TWM
50
Tradition Wealth Management
Minnesota
$335K -$87.2K -2,967 -21%
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