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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

85 hedge funds and large institutions have $106M invested in Innovator US Equity Power Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
18
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$6.22M
2
PCM
2
Penserra Capital Management
California
$8.21M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$654K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.66M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$563K

Top Sellers

1
TW
1
Transform Wealth
Colorado
$247K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.79M
3
OMC
3
Old Mission Capital
Illinois
$534K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
CP
5
Castleview Partners
Texas
$40K
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$803K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$748K +$319K +10,388 +74%
AWS
28
Atria Wealth Solutions
New York
$690K +$690K +22,500 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$678K -$18.4K -600 -3%
IA
30
IFP Advisors
Florida
$671K +$296K +11,802 +79%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$654K +$654K +21,306 New
ICG
32
InterOcean Capital Group
Tennessee
$624K – – –
CPIG
33
Chicago Partners Investment Group
Illinois
$607K – – –
FFA
34
Fragasso Financial Advisors
Pennsylvania
$603K – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$586K +$117K +3,817 +25%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$563K +$458K +14,941 +437%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$558K -$276 -9 -0%
OMC
38
Old Mission Capital
Illinois
$534K -$3.08M -100,198 -85%
NF
39
Nikulski Financial
Iowa
$516K – – –
LPL Financial
40
LPL Financial
California
$515K -$53.7K -1,750 -9%
MA
41
Mutual Advisors
Nebraska
$463K – – –
NFG
42
Nations Financial Group
Iowa
$458K -$1.75K -57 -0.4%
DI
43
Diligent Investors
California
$444K – – –
USCWA
44
U.S. Capital Wealth Advisors
Texas
$442K – – –
SPC
45
Sigma Planning Corp
Michigan
$438K -$51.8K -1,690 -11%
DFA
46
DHJJ Financial Advisors
Illinois
$426K +$19.8K +645 +5%
AWM
47
AE Wealth Management
Kansas
$413K -$12.3K -400 -3%
CRWM
48
Castle Rock Wealth Management
California
$397K +$397K +12,970 New
PWA
49
Pillar Wealth Advisors
Pennsylvania
$385K – – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$385K +$24.5K +800 +7%
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2
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