KJUL icon

Innovator US Small Cap Power Buffer ETF July

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
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$17.5M +$1.57M +58,034 +10%
HighTower Advisors
2
HighTower Advisors
Illinois
$17.2M -$1.66M -61,383 -9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.9M +$869K +32,097 +8%
PCS
4
Personal CFO Solutions
New Jersey
$10.4M -$70.8K -2,616 -0.7%
LC
5
Legacy CG
Texas
$10M +$10M +370,812 New
AF
6
Allworth Financial
California
$8.11M -$85.6K -3,160 -1%
TWM
7
Tradition Wealth Management
Minnesota
$6.39M -$59.8K -2,067 -0.9%
PP
8
PFS Partners
New Jersey
$5.17M +$5.93K +219 +0.1%
CSPIA
9
Cary Street Partners Investment Advisory
Virginia
$4.6M +$4.59M +169,574 +70,656%
MWM
10
Maltin Wealth Management
New Jersey
$4.5M +$21.3K +785 +0.5%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.17M -$1.72M -63,404 -35%
BCM
12
Brookstone Capital Management
Illinois
$2.8M +$49.3K +1,822 +2%
BFG
13
Berger Financial Group
Minnesota
$2.49M +$584K +21,560 +31%
MW
14
Marcum Wealth
Ohio
$2.31M -$30.7K -1,135 -1%
OBWG
15
Onyx Bridge Wealth Group
New York
$2.29M +$78.9K +2,915 +4%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$1.91M
ODFS
17
O'Donnell Financial Services
California
$1.86M -$2.11M -77,972 -53%
DI
18
Diligent Investors
California
$1.83M +$156K +5,750 +9%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$1.81M -$208K -7,681 -10%
PS
20
Principal Securities
Iowa
$1.7M +$1.7M +62,616 New
LIWM
21
Long Island Wealth Management
New York
$1.52M +$1.52M +56,238 New
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.37M -$5.55K -205 -0.4%
CAN
23
Cetera Advisor Networks
California
$1.36M +$203K +7,485 +18%
CWS
24
Cypress Wealth Services
California
$1.34M
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.25M +$456K +16,839 +57%