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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 %
LSPW
76
Lake Street Private Wealth
Illinois
$1.17M 30,175 -3,575 -11%
RVPG
77
Relative Value Partners Group
$1.17M 30,175 +30,175 New
GI
78
Gradient Investments
Minnesota
$1.16M 29,877 -3,600 -11%
HAS
79
HBW Advisory Services
California
$1.15M 29,657 -46,332 -61%
CB
80
Chris Bulman
California
$1.09M 28,130 +28,130 New
RA
81
RFG Advisory
Alabama
$1.09M 28,032 -12,948 -32%
W
82
WPWealth
Texas
$1.08M 27,825 +27,825 New
CRWM
83
Castle Rock Wealth Management
California
$1.08M 27,639 +564 +2%
FFA
84
Fragasso Financial Advisors
Pennsylvania
$1.05M 27,134 – –
WA
85
Wealth Alliance
New York
$1.05M 26,955 – –
CPCM
86
Cardinal Point Capital Management
Ontario, Canada
$1.05M 26,915 +2,450 +10%
AWM
87
Atticus Wealth Management
Florida
$1.02M 26,190 – –
FA
88
FSA Advisors
Michigan
$1M 25,784 +2,063 +9%
CW
89
CreativeOne Wealth
Kansas
$975K 25,089 -11,656 -32%
FFN
90
Focus Financial Network
Minnesota
$970K 24,649 -653 -3%
TC
91
TownSquare Capital
Utah
$910K 23,424 -14,071 -38%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$898K 23,107 – –
BA
93
Bellwether Advisors
Nebraska
$897K 23,076 -11,825 -34%
BBHC
94
Brown Brothers Harriman & Co
New York
$873K 22,461 – –
SOS
95
Silver Oak Securities
Tennessee
$871K 22,431 -257 -1%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$791K 20,105 +276 +1%
FFG
97
Fiduciary Financial Group
California
$767K 19,338 +19,338 New
XF
98
XML Financial
Maryland
$766K 19,728 +211 +1%
BCM
99
Beck Capital Management
Texas
$753K 19,395 -155 -0.8%
BFC
100
Bedel Financial Consulting
Indiana
$753K 19,393 +6,299 +48%
2 3
4
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