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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 %
CF
101
Centaurus Financial
California
$334K +$334K +10,559 New
NAM
102
NorthCrest Asset Manangement
Minnesota
$327K +$327K +10,337 New
Neuberger Berman Group
103
Neuberger Berman Group
New York
$321K – – –
VWA
104
Visionary Wealth Advisors
Illinois
$311K – – –
MHS
105
M Holdings Securities
Oregon
$309K – – –
VBFG
106
Vishria Bird Financial Group
Tennessee
$280K – – –
RGF
107
Retirement Guys Formula
Ohio
$279K – – –
TF
108
Trek Financial
Arizona
$279K – – –
CFP
109
Cypress Financial Planning
New Jersey
$275K +$275K +8,660 New
SAG
110
SageView Advisory Group
California
$274K – – –
LEFP
111
Leading Edge Financial Planning
Tennessee
$271K – – –
PA
112
PFG Advisors
Arizona
$263K -$1.99K -63 -0.8%
CA
113
Corrado Advisors
New Jersey
$257K – – –
CFD
114
Creative Financial Designs
Indiana
$244K – – –
CNWM
115
Clay Northam Wealth Management
California
$240K – – –
SFM
116
Signet Financial Management
New Jersey
$236K – – –
MW
117
Marcum Wealth
Ohio
$231K – – –
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$229K – – –
Betterment LLC
119
Betterment LLC
New York
$227K -$254 -8 -0.1%
BRWA
120
B. Riley Wealth Advisors
Florida
$212K – – –
KFP
121
KMG Fiduciary Partners
Ohio
$211K – – –
VWA
122
V Wealth Advisors
Kansas
$210K – – –
MW
123
MBL Wealth
North Carolina
$210K -$68.5K -2,165 -25%
SWA
124
Sutton Wealth Advisors
Florida
$209K – – –
TC
125
TownSquare Capital
Utah
$207K +$207K +6,532 New
3 4
5
6 7