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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 %
W
151
WPWealth
Texas
– -$216K -7,156 Closed
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
– -$209K -6,820 Closed
NA
153
NewEdge Advisors
Louisiana
– -$93.5K -3,096 Closed
AWM
154
Accurate Wealth Management
Florida
– -$75.5K -2,485 Closed
FA
155
Fiduciary Alliance
South Carolina
– -$20.5K -678 Closed
William Blair & Company
156
William Blair & Company
Illinois
– -$13.3K -440 Closed
LFG
157
Larson Financial Group
Missouri
– -$483 -16 Closed
3 4 5 6
7