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Innovator International Developed Power Buffer ETF July
IJUL

Overview Fund Activity

59 hedge funds and large institutions have $118M invested in Innovator International Developed Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
14
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$31.9M
2
ST
Sageworth Trust
Pennsylvania
$2.14M
3
HighTower Advisors
HighTower Advisors
Illinois
$14.9M
4
BFG
Berger Financial Group
Minnesota
$4.03M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.24M

Top Sellers

1
GI
Gradient Investments
Minnesota
$7.76M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.66M
3
OMC
Old Mission Capital
Illinois
$0
4
Jane Street
Jane Street
New York
$0
5
WIM
WealthPlan Investment Management
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$31.9M +$31.9M +1,338,687 New
HighTower Advisors
2
HighTower Advisors
Illinois
$14.9M +$1.11M +46,654 +8%
PCS
3
Personal CFO Solutions
New Jersey
$9.18M -$117K -4,890 -1%
GI
4
Gradient Investments
Minnesota
$7.76M -$5.2M -218,297 -40%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.18M -$580K -24,312 -7%
LF
6
Lantz Financial
Illinois
$6.27M -$452K -18,972 -7%
GSIS
7
Global Strategic Investment Solutions
Arizona
$4.96M -$18.3K -767 -0.4%
BFG
8
Berger Financial Group
Minnesota
$4.03M +$1.1M +46,258 +38%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.66M -$2.27M -95,334 -38%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$2.8M -$30.6K -1,283 -1%
CA
11
Corrado Advisors
New Jersey
$2.66M -$80.1K -3,358 -3%
ST
12
Sageworth Trust
Pennsylvania
$2.14M +$2.14M +89,608 New
BFA
13
Beacon Financial Advisory
Ohio
$2.05M – – –
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.24M +$868K +36,393 +232%
W
15
WorthPointe
California
$1.24M – – –
AAS
16
Avantax Advisory Services
Texas
$1.14M +$261K +10,938 +30%
AGA
17
Accuvest Global Advisors
Utah
$1.12M +$561K +23,510 +100%
CA
18
Cetera Advisors
Colorado
$1.07M +$244K +10,229 +29%
FCFC
19
First Commonwealth Financial Corp
Pennsylvania
$812K -$268K -11,260 -25%
TFS
20
TrustCore Financial Services
Tennessee
$797K – – –
LPL Financial
21
LPL Financial
California
$731K +$731K +30,665 New
BWM
22
BCS Wealth Management
Tennessee
$731K – – –
SWA
23
Stratos Wealth Advisors
Ohio
$674K -$452K -18,970 -40%
IFS
24
Ifrah Financial Services
Arkansas
$615K -$15.8K -662 -3%
IA
25
IFP Advisors
Florida
$583K +$539K +23,238 +1,225%
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