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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 %
TWM
1
Tradition Wealth Management
Minnesota
$11M -$4.73M -171,268 -30%
PCS
2
Personal CFO Solutions
New Jersey
$8.79M +$310K +11,712 +4%
ACM
3
Avalon Capital Management
California
$3.96M +$3.96M +149,613 New
Osaic Holdings
4
Osaic Holdings
Arizona
$3.65M +$211K +7,976 +6%
MW
5
Marcum Wealth
Ohio
$2.03M -$46K -1,737 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.87M +$384K +14,517 +26%
FFA
7
Fragasso Financial Advisors
Pennsylvania
$1.55M +$574K +21,679 +59%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.19M -$163K -6,144 -12%
SI
9
Stephens Inc
Arkansas
$1.17M -$392K -14,824 -25%
OMC
10
Old Mission Capital
Illinois
$1.05M +$1.05M +39,680 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$970K +$613K +23,164 +172%
DHGWA
12
Dixon Hughes Goodman Wealth Advisors
North Carolina
$951K +$951K +35,948 New
GCP
13
Gill Capital Partners
Colorado
$912K -$1.69K -64 -0.2%
ACM
14
Arlington Capital Management
Illinois
$883K +$883K +33,372 New
KAS
15
Kestra Advisory Services
Texas
$877K +$99.2K +3,750 +13%
SS
16
Sunbelt Securities
Texas
$822K +$822K +32,315 New
DI
17
Diligent Investors
California
$712K +$712K +26,894 New
DFA
18
DHJJ Financial Advisors
Illinois
$513K +$60.9K +2,302 +13%
AAS
19
Avantax Advisory Services
Texas
$498K +$29.5K +1,113 +6%
BWM
20
BCS Wealth Management
Tennessee
$495K +$1.99K +75 +0.4%
OWA
21
Outlook Wealth Advisors
Texas
$472K – – –
CAN
22
Cetera Advisor Networks
California
$418K -$2.65K -100 -0.6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$397K +$121K +4,594 +44%
KCM
24
Kathmere Capital Management
Pennsylvania
$390K +$24.5K +928 +7%
LNC
25
Lincoln National Corp
Pennsylvania
$385K +$70.9K +2,678 +23%
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