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Innovator US Small Cap Power Buffer ETF July
KJUL

Overview Fund Activity

84 hedge funds and large institutions have $155M invested in Innovator US Small Cap Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+15
Holders Change %
+21.74%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
22
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LC
Legacy CG
Texas
$10M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
$4.6M
3
GI
Gradient Investments
Minnesota
$17.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.9M
5
Jane Street
Jane Street
New York
$667K

Top Sellers

1
CAG
Compass Advisory Group
New York
$1.05M
2
LJAC
L.J. Altfest & Co
New York
$330K
3
GSIS
Global Strategic Investment Solutions
Arizona
$672K
4
ODFS
O'Donnell Financial Services
California
$1.86M
5
Osaic Holdings
Osaic Holdings
Arizona
$3.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$475K -$381K -14,056 -44%
GTAM
52
Global Trust Asset Management
Florida
$474K – – –
LPL Financial
53
LPL Financial
California
$470K +$470K +17,351 New
VBFP
54
Valtinson Bruner Financial Planning
Minnesota
$461K +$10.4K +385 +2%
SS
55
Sunbelt Securities
Texas
$453K +$13.4K +493 +3%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$447K +$447K +16,488 New
CA
57
Corrado Advisors
New Jersey
$420K -$12.6K -466 -3%
TCM
58
Triumph Capital Management
Colorado
$420K +$420K +15,519 New
Wolverine Trading
59
Wolverine Trading
Illinois
$376K +$376K +13,886 New
OWA
60
Outlook Wealth Advisors
Texas
$370K – – –
CAL
61
Capital Analysts LLC
Pennsylvania
$366K – – –
NAM
62
NorthCrest Asset Manangement
Minnesota
$339K – – –
LJAC
63
L.J. Altfest & Co
New York
$330K -$9.56M -352,959 -97%
FA
64
FSA Advisors
Michigan
$295K +$295K +10,907 New
BWM
65
BCS Wealth Management
Tennessee
$290K -$35.6K -1,314 -11%
CCM
66
Coldstream Capital Management
Washington
$281K – – –
WA
67
Wealth Alliance
New York
$270K – – –
AWS
68
Atria Wealth Solutions
New York
$246K +$246K +9,091 New
USCWA
69
U.S. Capital Wealth Advisors
Texas
$246K -$4.36K -161 -2%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$244K +$244K +9,005 New
PA
71
PFG Advisors
Arizona
$243K +$3.3K +122 +1%
KWM
72
Kingsview Wealth Management
Oregon
$237K +$2.09K +77 +0.9%
TSS
73
Two Sigma Securities
New York
$233K +$233K +8,594 New
BWM
74
BCGM Wealth Management
Indiana
$206K +$206K +7,610 New
OMC
75
Old Mission Capital
Illinois
$205K +$205K +7,557 New
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