PJUL icon

Innovator US Equity Power Buffer ETF July

208 hedge funds and large institutions have $833M invested in Innovator US Equity Power Buffer ETF July in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
34
Increased
48
Reduced
79
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
151
Clear Point Advisors
New York
$364K +$364K +10,045 New
AWP
152
Ascent Wealth Partners
New York
$356K
SWA
153
Stratos Wealth Advisors
Ohio
$353K -$67.7K -1,870 -16%
Cerity Partners
154
Cerity Partners
New York
$352K -$11.8K -325 -3%
CBFP
155
Cedar Brook Financial Partners
Ohio
$346K -$87.6K -2,418 -20%
LFAS
156
Level Four Advisory Services
Texas
$335K -$46.9K -1,295 -12%
AGWCA
157
Annis Gardner Whiting Capital Advisors
Florida
$332K
VBFG
158
Vishria Bird Financial Group
Tennessee
$320K
MPCL
159
My Personal CFO LLC
Washington
$319K -$35.4K -978 -10%
Betterment LLC
160
Betterment LLC
New York
$310K +$23.4K +648 +8%
ACM
161
Avalon Capital Management
California
$307K -$209K -5,771 -40%
ZIMP
162
Zimmermann Investment Management & Planning
Pennsylvania
$307K -$14.3K -394 -4%
LEFP
163
Leading Edge Financial Planning
Tennessee
$301K -$14.5K -400 -5%
CAG
164
Csenge Advisory Group
Florida
$295K -$3.26K -90 -1%
CFP
165
Cypress Financial Planning
New Jersey
$285K -$114K -3,175 -29%
MCM
166
Mitchell Capital Management
Kansas
$281K +$281K +7,766 New
CHC
167
City Holding Co
West Virginia
$272K -$30K -830 -10%
SFA
168
Sequoia Financial Advisors
Ohio
$267K -$39.3K -1,086 -13%
RPGK
169
Retirement Planning Group (Kansas)
Kansas
$261K
RGF
170
Retirement Guys Formula
Ohio
$259K
CNWM
171
Clay Northam Wealth Management
California
$250K
ETIA
172
Epic Trust Investment Advisors
Washington
$235K +$235K +6,505 New
SFM
173
Signet Financial Management
New Jersey
$234K
AWA
174
Arkadios Wealth Advisors
Georgia
$234K +$15.5K +428 +7%
PFA
175
Plotkin Financial Advisors
Maryland
$232K -$26.2K -725 -10%