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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

208 hedge funds and large institutions have $833M invested in Innovator US Equity Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 9 closing their positions.

Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
48
Reduced
79
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$16.3M
2
HWM
2
HFG Wealth Management
Texas
$13.8M
3
BCM
3
Brookstone Capital Management
Illinois
$41.1M
4
MMA
4
Miracle Mile Advisors
California
$12.1M
5
AWM
5
AE Wealth Management
Kansas
$46.7M

Top Sellers

1
CAG
1
Compass Advisory Group
New York
$670K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$46.2M
3
MAM
3
Milestone Asset Management
Pennsylvania
$0
4
FIA
4
Foundations Investment Advisors
Arizona
$0
5
MCM
5
MAI Capital Management
Ohio
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
76
Berkshire Money Management
Massachusetts
$1.62M 44,760 – –
TF
77
Trek Financial
Arizona
$1.58M 43,790 +12,358 +39%
SPC
78
Sigma Planning Corp
Michigan
$1.51M 41,635 -23,180 -36%
CPIG
79
Chicago Partners Investment Group
Illinois
$1.49M 40,696 -8 -0%
BWM
80
BCS Wealth Management
Tennessee
$1.44M 39,781 -1,308 -3%
SPIA
81
Steward Partners Investment Advisory
New York
$1.41M 39,023 -450 -1%
LWM
82
Lakeridge Wealth Management
Ohio
$1.39M 38,311 +38,311 New
CWS
83
Cypress Wealth Services
California
$1.29M 35,533 – –
LSPW
84
Lake Street Private Wealth
Illinois
$1.28M 35,485 -2,680 -7%
KWS
85
Keystone Wealth Services
California
$1.27M 35,215 – –
BA
86
Bellwether Advisors
Nebraska
$1.27M 35,124 – –
DI
87
Diligent Investors
California
$1.27M 35,119 +7,500 +27%
AAS
88
Avantax Advisory Services
Texas
$1.21M 33,356 -15,691 -32%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M 33,099 +3,762 +13%
IA
90
IFP Advisors
Florida
$1.17M 32,328 +13,710 +74%
CAL
91
Capital Analysts LLC
Pennsylvania
$1.16M 32,147 – –
FFN
92
Focus Financial Network
Minnesota
$1.15M 31,681 +296 +0.9%
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$1.13M 31,285 +11,600 +59%
SI
94
Stephens Inc
Arkansas
$1.11M 30,653 – –
CA
95
Corrado Advisors
New Jersey
$1.03M 28,580 -467 -2%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$1.03M 28,489 -27,578 -49%
MIM
97
Macroview Investment Management
Maryland
$1.03M 28,446 -505 -2%
ASN
98
Advisory Services Network
Georgia
$1.02M 28,239 +393 +1%
FFA
99
Fragasso Financial Advisors
Pennsylvania
$982K 27,134 – –
WA
100
Wealth Alliance
New York
$976K 26,955 – –
2 3
4
5 6