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Innovator US Small Cap Power Buffer ETF July
KJUL

Overview Fund Activity

47 hedge funds and large institutions have $49.7M invested in Innovator US Small Cap Power Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+12
Holders Change %
+34.29%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
14
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Avalon Capital Management
California
$3.96M
2
OMC
Old Mission Capital
Illinois
$1.05M
3
ACM
Arlington Capital Management
Illinois
$883K
4
SS
Sunbelt Securities
Texas
$822K
5
DI
Diligent Investors
California
$712K

Top Sellers

1
CAG
Compass Advisory Group
New York
$336K
2
TWM
Tradition Wealth Management
Minnesota
$11M
3
SI
Stephens Inc
Arkansas
$1.17M
4
WP
WealthPLAN Partners
Nebraska
$0
5
HI
Harbour Investments
Wisconsin
$54K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$365K -$39.8K -1,506 -10%
PWA
27
Pillar Wealth Advisors
Pennsylvania
$344K +$344K +13,014 New
CAG
28
Compass Advisory Group
New York
$336K -$10.7M -403,842 -97%
SWA
29
Stratos Wealth Advisors
Ohio
$298K +$70.2K +2,649 +31%
CA
30
Cetera Advisors
Colorado
$276K -$141K -5,345 -34%
AWM
31
Apollon Wealth Management
South Carolina
$257K +$257K +9,700 New
FFG
32
Frisch Financial Group
New York
$213K +$213K +8,036 New
Jane Street
33
Jane Street
New York
$211K +$211K +7,959 New
Citadel Advisors
34
Citadel Advisors
Florida
$210K +$210K +7,919 New
AWA
35
Arkadios Wealth Advisors
Georgia
$205K +$205K +7,734 New
BWM
36
BCGM Wealth Management
Indiana
$201K – – –
NFG
37
Next Financial Group
Texas
$200K – – –
TWP
38
TFO Wealth Partners
Ohio
$141K – – –
APA
39
American Portfolios Advisors
New York
$103K +$15.2K +575 +17%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$96K – – –
CAL
41
Capital Analysts LLC
Pennsylvania
$95K – – –
EWM
42
Elmwood Wealth Management
California
$79K +$79K +3,000 New
HI
43
Harbour Investments
Wisconsin
$54K -$199K -7,487 -79%
UBS Group
44
UBS Group
Switzerland
$26K +$26K +973 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$21K – – –
GTAM
46
Global Trust Asset Management
Florida
$13K – – –
CCM
47
Covington Capital Management
California
$8K – – –
WP
48
WealthPLAN Partners
Nebraska
– -$245K -9,279 Closed
IA
49
IFP Advisors
Florida
– -$88K -3,343 Closed
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