PJUL icon

Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

149 hedge funds and large institutions have $397M invested in Innovator US Equity Power Buffer ETF July in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+10
Holders Change %
+7.19%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
45
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$105M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$17.4M
3
SWPG
3
Strategic Wealth Partners Group
Illinois
$6.21M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.8M
5
AWM
5
AE Wealth Management
Kansas
$33.2M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.8M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.4M
3
CG
3
Caprock Group
Idaho
$6.05M
4
XF
4
XML Financial
Maryland
$3.32M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ML
26
McAdam LLC
Pennsylvania
$3.02M 88,254 – –
WIA
27
World Investment Advisors
California
$2.92M 85,440 -3,548 -4%
HI
28
Harbour Investments
Wisconsin
$2.91M 85,133 -2,550 -3%
BPA
29
Beacon Pointe Advisors
California
$2.79M 81,576 +10,198 +14%
CAN
30
Cetera Advisor Networks
California
$2.55M 74,633 -2,431 -3%
W
31
WorthPointe
California
$2.43M 71,135 +15,482 +28%
WCG
32
Weaver Consulting Group
California
$2.38M 69,546 +69,546 New
LNC
33
Lincoln National Corp
Pennsylvania
$2.36M 68,845 +8,319 +14%
BMM
34
Berkshire Money Management
Massachusetts
$2.3M 67,314 -99 -0.1%
AA
35
Advisory Alpha
Michigan
$2.22M 64,932 +28,372 +78%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.21M 64,709 +13,268 +26%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.2M 64,378 +16,553 +35%
KAS
38
Kestra Advisory Services
Texas
$2.2M 64,206 +2,629 +4%
SWM
39
Spire Wealth Management
Virginia
$2.11M 61,675 +38,000 +161%
AWS
40
Atria Wealth Solutions
New York
$1.97M 57,494 +25,231 +78%
TC
41
TownSquare Capital
Utah
$1.95M 56,939 +50,407 +772%
PWA
42
Pillar Wealth Advisors
Pennsylvania
$1.7M 49,620 – –
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.61M 47,177 -587 -1%
ICG
44
InterOcean Capital Group
Tennessee
$1.6M 46,726 -11,789 -20%
HAS
45
HBW Advisory Services
California
$1.6M 46,620 +46,620 New
SB
46
Strategic Blueprint
Georgia
$1.56M 45,512 -24,748 -35%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$1.45M 42,264 -13,278 -24%
CPIG
48
Chicago Partners Investment Group
Illinois
$1.41M 40,704 +5,737 +16%
USCWA
49
U.S. Capital Wealth Advisors
Texas
$1.35M 39,524 +18,282 +86%
AAS
50
Avantax Advisory Services
Texas
$1.35M 39,434 +3,805 +11%
1
2
3 4 5