PJUL icon

Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

211 hedge funds and large institutions have $606M invested in Innovator US Equity Power Buffer ETF July in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 17 closing their positions.

Holders
211
Holders Change
+6
Holders Change %
+2.93%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
51
Reduced
80
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$31.4M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$20.3M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$10.4M
4
KAS
4
Kestra Advisory Services
Texas
$14.9M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$146M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.06M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.6M
3
HWM
3
HFG Wealth Management
Texas
$5.26M
4
MMA
4
Miracle Mile Advisors
California
$5.28M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$2.04M 52,608 +2,800 +6%
PS
52
Principal Securities
Iowa
$1.91M 49,054 -111 -0.2%
OIA
53
OneDigital Investment Advisors
Kansas
$1.89M 48,567 +3,232 +7%
CFS
54
CRA Financial Services
New Jersey
$1.87M 48,180 -4,235 -8%
NA
55
NewEdge Advisors
Louisiana
$1.84M 47,415 -25,551 -35%
DI
56
Diligent Investors
California
$1.79M 46,169 +11,050 +31%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$1.78M 45,858 +45,858 New
BMM
58
Berkshire Money Management
Massachusetts
$1.71M 44,137 -623 -1%
PWA
59
Pillar Wealth Advisors
Pennsylvania
$1.68M 43,199 -6,421 -13%
CPIG
60
Chicago Partners Investment Group
Illinois
$1.63M 41,968 +776 +2%
AWAG
61
ARS Wealth Advisors Group
Florida
$1.6M 41,126 +30,195 +276%
IA
62
IFP Advisors
Florida
$1.56M 40,222 +13,150 +49%
LIWM
63
Long Island Wealth Management
New York
$1.56M 40,147 -8,618 -18%
AAS
64
Avantax Advisory Services
Texas
$1.55M 39,881 +865 +2%
LWM
65
Lakeridge Wealth Management
Ohio
$1.49M 38,311 – –
AWS
66
Atria Wealth Solutions
New York
$1.44M 36,943 -9,562 -21%
KWS
67
Keystone Wealth Services
California
$1.37M 35,215 – –
ODFS
68
O'Donnell Financial Services
California
$1.36M 34,994 -394 -1%
BWM
69
BCS Wealth Management
Tennessee
$1.34M 34,602 -2,473 -7%
TF
70
Trek Financial
Arizona
$1.28M 33,030 +942 +3%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M 32,210 -27 -0.1%
CAL
72
Capital Analysts LLC
Pennsylvania
$1.22M 31,329 – –
SI
73
Stephens Inc
Arkansas
$1.19M 30,653 – –
DIM
74
Delta Investment Management
California
$1.19M 30,649 -45,339 -60%
CWS
75
Cypress Wealth Services
California
$1.19M 30,554 – –
1 2
3
4 5