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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 %
ODFS
1
O'Donnell Financial Services
California
$22.6M +$20.6M +589,865 +1,044%
HighTower Advisors
2
HighTower Advisors
Illinois
$17.8M +$82.5K +2,804 +0.5%
AF
3
Allworth Financial
California
$14.8M +$9.03M +300,644 +157%
GI
4
Gradient Investments
Minnesota
$10.5M +$10.5M +356,421 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.39M -$363K -12,340 -4%
MWM
6
Maltin Wealth Management
New Jersey
$5.76M +$168K +5,691 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.59M -$73.2K -2,487 -2%
OBWG
8
Onyx Bridge Wealth Group
New York
$2.87M -$29.1K -988 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.76M -$38.1K -1,293 -1%
KAS
10
Kestra Advisory Services
Texas
$2.73M +$352K +11,944 +15%
WTFG
11
Wood Tarver Financial Group
Idaho
$2.42M +$2.42M +82,138 New
RA
12
RFG Advisory
Alabama
$2.24M -$89.6K -3,044 -4%
BFG
13
Berger Financial Group
Minnesota
$2.21M -$285K -9,682 -11%
William Blair & Company
14
William Blair & Company
Illinois
$2.16M -$49.4K -1,679 -2%
PS
15
Principal Securities
Iowa
$2.06M -$22.8K -776 -1%
DI
16
Diligent Investors
California
$1.99M – – –
Raymond James Financial
17
Raymond James Financial
Florida
$1.75M +$1.75M +59,611 New
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.66M +$50.7K +1,723 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.6M -$213K -7,222 -12%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$1.54M -$331K -11,250 -18%
CWS
21
Cypress Wealth Services
California
$1.51M – – –
CAG
22
Compass Advisory Group
New York
$1.38M +$24.7K +840 +2%
CA
23
Corrado Advisors
New Jersey
$1.3M -$95.3K -3,236 -7%
BCM
24
Brookstone Capital Management
Illinois
$1.27M +$544K +18,471 +75%
CB
25
Chris Bulman
California
$1.25M -$28.3K -962 -2%
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