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Innovator US Small Cap Power Buffer ETF July
KJUL

Overview Fund Activity

91 hedge funds and large institutions have $143M invested in Innovator US Small Cap Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+12
Holders Change %
+15.19%
% 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
20
Increased
13
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ODFS
O'Donnell Financial Services
California
$22.6M
2
GI
Gradient Investments
Minnesota
$10.5M
3
AF
Allworth Financial
California
$14.8M
4
OMC
Old Mission Capital
Illinois
$712K
5
BCM
Brookstone Capital Management
Illinois
$1.27M

Top Sellers

1
MI
Motiv8 Investments
Florida
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.39M
3
FFA
Fragasso Financial Advisors
Pennsylvania
$1.54M
4
SAG
SageView Advisory Group
California
$430K
5
BFG
Berger Financial Group
Minnesota
$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
26
Gill Capital Partners
Colorado
$1.04M – – –
JCM
27
Jacobi Capital Management
Pennsylvania
$1.01M – – –
AAS
28
Avantax Advisory Services
Texas
$990K -$58.9K -2,000 -6%
LIWM
29
Long Island Wealth Management
New York
$964K -$80.1K -2,720 -8%
LPL Financial
30
LPL Financial
California
$920K -$39.3K -1,335 -4%
MHS
31
M Holdings Securities
Oregon
$875K – – –
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$871K -$7.65K -260 -0.9%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$801K -$247K -8,391 -24%
MW
34
Marcum Wealth
Ohio
$777K – – –
W
35
WorthPointe
California
$761K -$1K -34 -0.1%
Truist Financial
36
Truist Financial
North Carolina
$751K -$8.77K -298 -1%
DFA
37
DHJJ Financial Advisors
Illinois
$740K – – –
GSIS
38
Global Strategic Investment Solutions
Arizona
$739K – – –
OMC
39
Old Mission Capital
Illinois
$712K +$712K +24,199 New
Jane Street
40
Jane Street
New York
$695K +$309K +10,513 +80%
CWG
41
Crown Wealth Group
North Carolina
$624K – – –
IA
42
IFP Advisors
Florida
$598K -$32.4K -1,100 -5%
TWM
43
Tradition Wealth Management
Minnesota
$570K -$13.3K -451 -2%
SWM
44
Sugarloaf Wealth Management
Georgia
$543K – – –
CPIG
45
Chicago Partners Investment Group
Illinois
$523K – – –
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$514K -$67.8K -2,303 -12%
WA
47
Wealth Alliance
New York
$506K – – –
GTAM
48
Global Trust Asset Management
Florida
$486K -$29.4K -1,000 -6%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$477K +$36.2K +1,229 +8%
CAL
50
Capital Analysts LLC
Pennsylvania
$445K – – –
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