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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

238 hedge funds and large institutions have $776M invested in Innovator US Equity Power Buffer ETF July in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 47 reducing their positions, and 13 closing their positions.

Holders
238
Holders Change
+27
Holders Change %
+12.8%
% of All Funds
3.44%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
43
Increased
95
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$20.2M
2
LC
2
Legacy CG
Texas
$12.9M
3
William Blair & Company
3
William Blair & Company
Illinois
$14.6M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$23.9M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$2.3M
2
LPL Financial
2
LPL Financial
California
$5.45M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$226K
4
BCM
4
Brookstone Capital Management
Illinois
$31M
5
LSPW
5
Lake Street Private Wealth
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DIM
101
Delta Investment Management
California
$1.07M 26,512 -4,137 -13%
AWM
102
Atticus Wealth Management
Florida
$1.06M 26,190 – –
OMC
103
Old Mission Capital
Illinois
$1.05M 25,885 +25,885 New
KA
104
Kearns & Associates
California
$1.04M 25,755 +19,325 +301%
CA
105
Continuum Advisory
Idaho
$1.03M 25,025 +14,030 +128%
SAG
106
SageView Advisory Group
California
$1.02M 25,298 +9,961 +65%
BEI
107
Benjamin Edwards Inc
Missouri
$948K 23,410 +23,410 New
BA
108
Bellwether Advisors
Nebraska
$934K 23,083 +7 +0%
BBHC
109
Brown Brothers Harriman & Co
New York
$909K 22,461 – –
SOS
110
Silver Oak Securities
Tennessee
$900K 22,328 -103 -0.5%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$896K 22,141 +2,936 +15%
GI
112
Gradient Investments
Minnesota
$890K 21,982 -7,895 -26%
VA
113
Valmark Advisers
Ohio
$825K 20,370 +2,183 +12%
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$814K 20,105 – –
BCM
115
Beck Capital Management
Texas
$780K 19,275 -120 -0.6%
FFG
116
Fiduciary Financial Group
California
$780K 19,338 – –
XF
117
XML Financial
Maryland
$763K 18,853 -875 -4%
SWM
118
Sugarloaf Wealth Management
Georgia
$753K 18,605 +2,205 +13%
NF
119
Nikulski Financial
Iowa
$753K 18,605 +5,250 +39%
OCM
120
Orion Capital Management
California
$752K 18,577 -300 -2%
AF
121
Advisornet Financial
Minnesota
$744K 18,384 – –
CFD
122
Creative Financial Designs
Indiana
$737K 18,205 +1,275 +8%
SPIA
123
Steward Partners Investment Advisory
New York
$730K 18,036 +1,343 +8%
EMAM
124
Encompass More Asset Management
California
$704K 17,384 +17,384 New
FFN
125
Focus Financial Network
Minnesota
$640K 15,805 -8,844 -36%
3 4
5
6 7