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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

141 hedge funds and large institutions have $381M invested in Innovator US Equity Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
29
Increased
41
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
L.J. Altfest & Co
New York
$15.9M
2
IIA
Integral Investment Advisors
California
$13.6M
3
AWP
Ascent Wealth Partners
New York
$11.3M
4
AWM
AE Wealth Management
Kansas
$19.7M
5
CAG
Compass Advisory Group
New York
$4.75M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$35M
2
OMC
Old Mission Capital
Illinois
$0
3
XF
XML Financial
Maryland
$6.07M
4
ML
McAdam LLC
Pennsylvania
$0
5
LWA
Lineweaver Wealth Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Bellwether Advisors
Nebraska
$2.8M – – –
EWM
27
Elmwood Wealth Management
California
$2.69M -$35.7K -1,182 -1%
OWA
28
Outlook Wealth Advisors
Texas
$2.69M +$1.39M +46,094 +108%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.66M +$217K +7,180 +9%
WIA
30
World Investment Advisors
California
$2.58M -$6.13K -203 -0.2%
CAN
31
Cetera Advisor Networks
California
$2.49M +$25.4K +841 +1%
BPA
32
Beacon Pointe Advisors
California
$2.23M -$35.2K -1,165 -2%
SB
33
Strategic Blueprint
Georgia
$2.13M +$200K +6,617 +10%
BMM
34
Berkshire Money Management
Massachusetts
$2.04M +$780K +25,842 +62%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.03M +$65.2K +2,159 +3%
MIM
36
Macroview Investment Management
Maryland
$1.89M +$1.89M +62,511 New
KAS
37
Kestra Advisory Services
Texas
$1.86M -$49.6K -1,642 -3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.82M +$28.2K +933 +2%
LNC
39
Lincoln National Corp
Pennsylvania
$1.75M -$36.7K -1,217 -2%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$1.7M +$39.7K +1,314 +2%
W
41
WorthPointe
California
$1.68M – – –
GCP
42
Gill Capital Partners
Colorado
$1.67M -$15.9K -525 -0.9%
ICG
43
InterOcean Capital Group
Tennessee
$1.61M +$202K +6,703 +14%
CHC
44
City Holding Co
West Virginia
$1.57M +$1.51M +50,100 +2,505%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.56M +$3.02K +100 +0.2%
PWA
46
Pillar Wealth Advisors
Pennsylvania
$1.5M – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$1.34M +$281K +9,294 +26%
CWG
48
Crown Wealth Group
North Carolina
$1.22M -$65K -2,154 -5%
WCG
49
Weaver Consulting Group
California
$1.22M -$181K -5,990 -13%
PCS
50
Personal CFO Solutions
New Jersey
$1.18M +$9.96K +330 +0.8%
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