PJUL icon

Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

232 hedge funds and large institutions have $745M invested in Innovator US Equity Power Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 18 closing their positions.

Holders
232
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
70
Reduced
77
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$26.5M
2
PCM
2
Penserra Capital Management
California
$60.1M
3
SAG
3
SageView Advisory Group
California
$6M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$13.8M
5
NA
5
NewEdge Advisors
Louisiana
$8.04M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$747K
2
FSA
2
Financial Services Advisory
Maryland
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.1M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$15.8M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$148M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
101
RFG Advisory
Alabama
$1.09M 24,915 -8,233 -25%
CAG
102
Compass Advisory Group
New York
$1.05M 24,012 +2,925 +14%
MFG
103
Merit Financial Group
Georgia
$1.02M 23,370 +23,370 New
CPCM
104
Cardinal Point Capital Management
Ontario, Canada
$1.02M 23,348 – –
PA
105
PFG Advisors
Arizona
$1.01M 23,041 +13,465 +141%
BBHC
106
Brown Brothers Harriman & Co
New York
$985K 22,461 – –
VPF
107
Vantage Point Financial
Illinois
$952K 21,708 +2,966 +16%
WWA
108
Wisconsin Wealth Advisors
Wisconsin
$940K 21,439 +21,439 New
CCG
109
Catalina Capital Group
California
$896K 20,430 -19,541 -49%
FFG
110
Fiduciary Financial Group
California
$848K 19,338 – –
AWM
111
Atticus Wealth Management
Florida
$841K 19,190 – –
CFP
112
Comprehensive Financial Planning
Pennsylvania
$817K 18,623 +339 +2%
OCM
113
Orion Capital Management
California
$815K 18,597 +20 +0.1%
SB
114
Strategic Blueprint
Georgia
$815K 18,588 -3,604 -16%
SPC
115
Sigma Planning Corp
Michigan
$812K 18,519 +8,331 +82%
DIM
116
Delta Investment Management
California
$775K 17,683 -56 -0.3%
BCM
117
Beck Capital Management
Texas
$760K 17,323 -187 -1%
SCA
118
Stuart Chaussee & Associates
California
$747K 17,024 -125,805 -88%
XF
119
XML Financial
Maryland
$719K 16,392 -20 -0.1%
NF
120
Nikulski Financial
Iowa
$718K 16,375 +70 +0.4%
MCM
121
MAI Capital Management
Ohio
$700K 15,964 -13,336 -46%
DAS
122
Dynamic Advisor Solutions
Arizona
$659K 15,022 +15,022 New
PSCM
123
Per Stirling Capital Management
Texas
$652K 14,878 +2,967 +25%
WTFG
124
Wood Tarver Financial Group
Idaho
$643K 14,684 +97 +0.7%
DFA
125
DHJJ Financial Advisors
Illinois
$634K 14,452 +281 +2%
3 4
5
6 7