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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

238 hedge funds and large institutions have $776M invested in Innovator US Equity Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
3.44%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
43
Increased
95
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$20.2M
2
LC
2
Legacy CG
Texas
$12.9M
3
William Blair & Company
3
William Blair & Company
Illinois
$14.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$23.9M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$2.3M
2
LPL Financial
2
LPL Financial
California
$5.45M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$226K
4
BCM
4
Brookstone Capital Management
Illinois
$31M
5
LSPW
5
Lake Street Private Wealth
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$6.16M 152,109 +42,485 +39%
MW
27
MBL Wealth
North Carolina
$6.12M 151,176 +36,280 +32%
SCA
28
Stuart Chaussee & Associates
California
$5.78M 142,829 – –
TC
29
TownSquare Capital
Utah
$5.68M 140,362 +116,938 +499%
MMA
30
Miracle Mile Advisors
California
$5.68M 140,357 +4,578 +3%
AA
31
Advisory Alpha
Michigan
$5.64M 139,211 +70,319 +102%
CCG
32
Catalina Capital Group
California
$5.45M 134,732 +134,732 New
LPL Financial
33
LPL Financial
California
$5.45M 134,580 -53,847 -29%
HWM
34
HFG Wealth Management
Texas
$5.26M 135,400 – –
MCM
35
MAI Capital Management
Ohio
$4.97M 122,806 +56,519 +85%
WCG
36
Weaver Consulting Group
California
$4.93M 121,730 +2,393 +2%
GSIS
37
Global Strategic Investment Solutions
Arizona
$4.89M 120,684 -5,430 -4%
BPA
38
Beacon Pointe Advisors
California
$4.85M 119,714 +31,611 +36%
BWM
39
Brown Wealth Management
Illinois
$4.58M 113,110 +113,110 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$4.23M 104,586 +51,978 +99%
SWA
41
Stratos Wealth Advisors
Ohio
$3.85M 95,007 +95,007 New
CAM
42
Cresset Asset Management
Illinois
$3.81M 94,038 +2,871 +3%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$3.61M 89,142 -17,839 -17%
WCM
44
Weaver Capital Management
Georgia
$3.54M 87,345 +25,399 +41%
PS
45
Principal Securities
Iowa
$3.48M 85,925 +36,871 +75%
AWM
46
AE Wealth Management
Kansas
$3.45M 85,291 +9,936 +13%
EWM
47
Elmwood Wealth Management
California
$3.44M 84,914 +1,933 +2%
NA
48
NewEdge Advisors
Louisiana
$3.42M 84,578 +37,163 +78%
LIWM
49
Long Island Wealth Management
New York
$3.37M 83,257 +43,110 +107%
ML
50
McAdam LLC
Pennsylvania
$3.27M 80,737 -10,959 -12%
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