PJUL icon

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 %
AIA
51
Alera Investment Advisors
Illinois
$356K +$34.6K +1,129 +11%
AAP
52
Arax Advisory Partners
Colorado
$337K +$5.22K +170 +2%
SEP
53
Southland Equity Partners
Missouri
$335K -$3.41K -111 -1%
Truist Financial
54
Truist Financial
North Carolina
$321K – – –
AC
55
Applied Capital
Arkansas
$297K +$297K +9,688 New
VBFG
56
Vishria Bird Financial Group
Tennessee
$272K – – –
RGF
57
Retirement Guys Formula
Ohio
$271K – – –
MCM
58
MAI Capital Management
Ohio
$262K +$262K +8,543 New
Wolverine Trading
59
Wolverine Trading
Illinois
$256K -$90.8K -2,948 -26%
TW
60
Transform Wealth
Colorado
$247K -$21.9M -715,374 -99%
CA
61
Cetera Advisors
Colorado
$237K – – –
RIS
62
Retirement Income Solutions
Michigan
$235K – – –
CNWM
63
Clay Northam Wealth Management
California
$233K – – –
CA
64
Corrado Advisors
New Jersey
$226K -$1.29K -42 -0.6%
VWA
65
V Wealth Advisors
Kansas
$204K – – –
OCM
66
Orion Capital Management
California
$202K -$15.3K -500 -7%
SB
67
Strategic Blueprint
Georgia
$201K -$11.7K -380 -5%
TWP
68
TFO Wealth Partners
Ohio
$143K – – –
BFC
69
Bedel Financial Consulting
Indiana
$138K -$50.6K -1,646 -27%
SWA
70
Sutton Wealth Advisors
Florida
$135K – – –
IF
71
Integrity Financial
Wyoming
$127K -$57K -1,853 -31%
BA
72
Bellwether Advisors
Nebraska
$123K +$5.91K +194 +5%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$113K – – –
SWM
74
Sugarloaf Wealth Management
Georgia
$103K – – –
UBS Group
75
UBS Group
Switzerland
$92K +$59.1K +1,932 +180%
1 2
3
4