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 %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$2.47K
RIL
252
Rothschild Investment LLC
Illinois
$2.14K
Fidelity Investments
253
Fidelity Investments
Massachusetts
$1.07K +$1.07K +26 New
TFGT
254
TS Financial Group (TSFG)
Illinois
$1K
PCS
255
Personal CFO Solutions
New Jersey
-$20.2M -499,198 Closed
LC
256
Legacy CG
Texas
-$12.9M -318,928 Closed
CWS
257
Cypress Wealth Services
California
-$1.24M -30,554 Closed
SWP
258
Summit Wealth Partners
Florida
-$577K -14,250 Closed
SFA
259
Souders Financial Advisors
Ohio
-$393K -9,711 Closed
HF
260
HRT Financial
New York
-$364K -8,997 Closed
Corient Private Wealth
261
Corient Private Wealth
Florida
-$305K -7,528 Closed
AA
262
ACT Advisors
North Carolina
-$292K -7,218 Closed
PWA
263
Pillar Wealth Advisors
Pennsylvania
-$226K -5,593 Closed
MW
264
Maia Wealth
Colorado
-$209K -5,144 Closed
ZIMP
265
Zimmermann Investment Management & Planning
Pennsylvania
-$201K -4,955 Closed
MIM
266
Macroview Investment Management
Maryland
-$78.1K -1,930 Closed
RWM
267
Reston Wealth Management
Virginia
-$40.5K -1,000 Closed
PW
268
Paladin Wealth
Minnesota
-$22.8K -564 Closed
T
269
Tidemark
California
-$16.2K -400 Closed