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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

139 hedge funds and large institutions have $292M invested in Innovator US Equity Power Buffer ETF July in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-2
Holders Change %
-1.42%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
25
Reduced
54
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$9.53M
2
AWM
2
AE Wealth Management
Kansas
$25.9M
3
ML
3
McAdam LLC
Pennsylvania
$2.79M
4
PCM
4
Penserra Capital Management
California
$17.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.92M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$2.2M
2
LJAC
2
L.J. Altfest & Co
New York
$580K
3
IIA
3
Integral Investment Advisors
California
$337K
4
AWP
4
Ascent Wealth Partners
New York
$0
5
CAG
5
Compass Advisory Group
New York
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$2.26M -$81.3K -2,568 -3%
SB
27
Strategic Blueprint
Georgia
$2.22M -$11.2K -355 -0.5%
BCM
28
Brookstone Capital Management
Illinois
$2.2M -$20.9M -653,018 -90%
BMM
29
Berkshire Money Management
Massachusetts
$2.13M -$8.1K -256 -0.4%
WP
30
WealthPLAN Partners
Nebraska
$1.97M -$3.51M -110,826 -64%
KAS
31
Kestra Advisory Services
Texas
$1.95M – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.92M +$1.92M +60,636 New
LNC
33
Lincoln National Corp
Pennsylvania
$1.92M +$86.2K +2,724 +5%
ICG
34
InterOcean Capital Group
Tennessee
$1.85M +$166K +5,260 +10%
W
35
WorthPointe
California
$1.76M – – –
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$1.76M -$27.8K -880 -2%
GCP
37
Gill Capital Partners
Colorado
$1.67M -$71.4K -2,257 -4%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.63M +$222K +7,001 +16%
PWA
39
Pillar Wealth Advisors
Pennsylvania
$1.57M – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$1.51M -$615K -19,449 -29%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.51M -$129K -4,072 -8%
CPCM
42
Cardinal Point Capital Management
Ontario, Canada
$1.36M +$259K +8,200 +24%
CPWMP
43
Cardinal Point Wealth Management Partners
California
$1.36M +$259K +8,200 +24%
PCS
44
Personal CFO Solutions
New Jersey
$1.24M – – –
OMC
45
Old Mission Capital
Illinois
$1.23M +$1.23M +38,749 New
AA
46
Advisory Alpha
Michigan
$1.16M – – –
RJA
47
Raymond James & Associates
Florida
$1.15M +$82.3K +2,600 +8%
CHC
48
City Holding Co
West Virginia
$1.14M -$506K -16,000 -31%
AAS
49
Avantax Advisory Services
Texas
$1.13M -$51.9K -1,639 -4%
CPIG
50
Chicago Partners Investment Group
Illinois
$1.11M – – –
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