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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
2.22%
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
Janney Montgomery Scott
Pennsylvania
$9.53M
2
AWM
AE Wealth Management
Kansas
$25.9M
3
ML
McAdam LLC
Pennsylvania
$2.79M
4
PCM
Penserra Capital Management
California
$17.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.92M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
$2.2M
2
LJAC
L.J. Altfest & Co
New York
$580K
3
IIA
Integral Investment Advisors
California
$337K
4
AWP
Ascent Wealth Partners
New York
$0
5
CAG
Compass Advisory Group
New York
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCL
126
My Personal CFO LLC
Washington
$205K +$157K +4,977 +334%
TWP
127
TFO Wealth Partners
Ohio
$147K -$137K -4,318 -48%
UBS Group
128
UBS Group
Switzerland
$125K +$125K +3,947 New
SWPG
129
Strategic Wealth Partners Group
Illinois
$105K +$105K +3,327 New
GWM
130
Geneos Wealth Management
Colorado
$76.6K – – –
AIC
131
Archer Investment Corporation
Indiana
$63.3K – – –
Morgan Stanley
132
Morgan Stanley
New York
$61.2K +$10.6K +336 +21%
IF
133
Integrity Financial
Wyoming
$53.3K -$2.66K -84 -5%
AAS
134
Ameritas Advisory Services
Nebraska
$47.8K +$47.8K +1,500 New
SS
135
Sunbelt Securities
Texas
$43.2K +$43.2K +1,380 New
CIA
136
Cape Investment Advisory
Georgia
$38K +$38K +1,200 New
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$34.9K -$1.8K -56,878 -5%
CP
138
Castleview Partners
Texas
$29.6K -$12.5K -395 -30%
WP
139
WealthShield Partners
North Carolina
$10.8K +$10.8K +341 New
AWP
140
Ascent Wealth Partners
New York
– -$11.3M -373,606 Closed
MIM
141
Macroview Investment Management
Maryland
– -$1.89M -62,511 Closed
WCG
142
Weaver Consulting Group
California
– -$1.22M -40,377 Closed
3AM
143
3EDGE Asset Management
Florida
– -$964K -31,942 Closed
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
– -$693K -22,969 Closed
MCM
145
MAI Capital Management
Ohio
– -$687K -22,766 Closed
RFG
146
Range Financial Group
Oregon
– -$629K -20,827 Closed
MCC
147
Money Concepts Capital
Florida
– -$475K -15,742 Closed
CCM
148
Coldstream Capital Management
Washington
– -$252K -8,337 Closed
SFG
149
Steward Financial Group
Texas
– -$231K -7,662 Closed
KWM
150
KFG Wealth Management
Indiana
– -$228K -7,565 Closed
3 4 5
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