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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 %
AWS
51
Atria Wealth Solutions
New York
$1.02M -$30.4K -960 -3%
FFN
52
Focus Financial Network
Minnesota
$984K -$4.75K -150 -0.5%
LSIA
53
LaSalle St. Investment Advisors
Illinois
$791K +$791K +25,013 New
ASN
54
Advisory Services Network
Georgia
$789K +$44.1K +1,395 +6%
BCM
55
Beck Capital Management
Texas
$782K -$214K -6,777 -22%
CBFP
56
Cedar Brook Financial Partners
Ohio
$762K -$3.01K -95 -0.4%
VA
57
Valmark Advisers
Ohio
$756K – – –
SWM
58
Spire Wealth Management
Virginia
$749K +$26.9K +850 +4%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$745K +$745K +23,556 New
SWA
60
Stratos Wealth Advisors
Ohio
$697K -$499K -15,771 -42%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$672K – – –
FFA
62
Fragasso Financial Advisors
Pennsylvania
$670K – – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$659K +$639K +20,192 +3,155%
DI
64
Diligent Investors
California
$643K – – –
BWM
65
BCS Wealth Management
Tennessee
$636K -$74.9K -2,366 -11%
CA
66
Cetera Advisors
Colorado
$613K -$306K -9,663 -33%
Citadel Advisors
67
Citadel Advisors
Florida
$612K +$612K +19,353 New
LJAC
68
L.J. Altfest & Co
New York
$580K -$16.1M -508,676 -97%
SPC
69
Sigma Planning Corp
Michigan
$561K -$80.7K -2,550 -13%
WA
70
Wealth Alliance
New York
$556K – – –
OCM
71
Orion Capital Management
California
$554K – – –
AF
72
Advisornet Financial
Minnesota
$539K – – –
PWM
73
PRW Wealth Management
Massachusetts
$520K +$520K +16,200 New
NFG
74
Nations Financial Group
Iowa
$518K -$16.2K -513 -3%
LPL Financial
75
LPL Financial
California
$518K +$5.54K +175 +1%
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3
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