PJUL icon

Innovator US Equity Power Buffer ETF July

254 hedge funds and large institutions have $1.53B invested in Innovator US Equity Power Buffer ETF July in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 32 increasing their positions, 109 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+16
Holders Change %
+6.72%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
34
Increased
32
Reduced
109
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
226
Chapman Financial Group
Hawaii
$49.4K +$49.4K +1,200 New
CFGS
227
Concourse Financial Group Securities
Alabama
$46.3K +$16.9K +404 +57%
UBS Group
228
UBS Group
Switzerland
$45K +$45K +1,092 New
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$41.9K -$18.2K -441 -30%
AssetMark Inc
230
AssetMark Inc
California
$40.5K +$40.5K +984 New
WA
231
Whipplewood Advisors
Colorado
$36.8K +$36.8K +893 New
Wells Fargo
232
Wells Fargo
California
$33K +$33K +802 New
SFG
233
Stonebridge Financial Group
Pennsylvania
$32.6K +$32.6K +793 New
CP
234
Castleview Partners
Texas
$25.4K
EWM
235
Evermay Wealth Management
Virginia
$25.3K
EF
236
Empowered Funds
Pennsylvania
$23.6K +$23.6K +573 New
AIC
237
Archer Investment Corporation
Indiana
$20.4K
CA
238
Clearstead Advisors
Ohio
$14.5K
SS
239
Sunbelt Securities
Texas
$14.2K
WP
240
WealthShield Partners
North Carolina
$14K -$61.8K -1,500 -81%
ACM
241
Anfield Capital Management
California
$13.1K
Barclays
242
Barclays
United Kingdom
$10K +$7.95K +194 +388%
IMC
243
Investment Management Corporation
Virginia
$8.93K +$8.93K +217 New
Royal Bank of Canada
244
Royal Bank of Canada
Ontario, Canada
$8K +$8K +204 New
LFG
245
Larson Financial Group
Missouri
$7.82K
GRP
246
Global Retirement Partners
California
$6.18K
BWM
247
Bernard Wealth Management
Michigan
$6.14K +$6.14K +149 New
SAM
248
Synergy Asset Management
Washington
$4.57K +$4.57K +113 New
JPMorgan Chase & Co
249
JPMorgan Chase & Co
New York
$4.18K -$146K -3,528 -97%
SCM
250
Sterling Capital Management
North Carolina
$3.87K