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 %
KFP
176
KMG Fiduciary Partners
Ohio
$215K -$26.6K -735 -11%
VBFP
177
Valtinson Bruner Financial Planning
Minnesota
$214K -$1.81K -50 -0.8%
FNWA
178
Financial Network Wealth Advisors
Utah
$212K +$212K +5,845 New
BCI
179
Brinker Capital Investments
Pennsylvania
$211K +$211K +5,848 New
OPS
180
Orion Portfolio Solutions
Nebraska
$211K +$211K +5,848 New
WFAG
181
Worth Financial Advisory Group
North Carolina
$205K +$205K +5,660 New
Morgan Stanley
182
Morgan Stanley
New York
$191K +$95.7K +2,644 +100%
CIA
183
Cape Investment Advisory
Georgia
$184K +$116K +3,200 +169%
TWP
184
TFO Wealth Partners
Ohio
$169K
IF
185
Integrity Financial
Wyoming
$114K -$15.6K -430 -12%
CIAS
186
Capital Investment Advisory Services
North Carolina
$102K -$38K -1,050 -27%
US Bancorp
187
US Bancorp
Minnesota
$87.9K +$87.9K +2,429 New
GWM
188
Geneos Wealth Management
Colorado
$87.7K
WWM
189
Wagner Wealth Management
South Carolina
$72.4K +$72.4K +2,000 New
AC
190
AlphaCore Capital
California
$68.8K
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$41K -$177K -4,853 -81%
SAG
192
SageView Advisory Group
California
$29.8K +$28.9K +1,063,450 +3,205%
TAM
193
Tucker Asset Management
Colorado
$26.9K +$26.9K +742 New
UBS Group
194
UBS Group
Switzerland
$22.6K -$977 -27 -4%
CP
195
Castleview Partners
Texas
$22.4K
AIC
196
Archer Investment Corporation
Indiana
$17.9K
OLVIG
197
Oliver Lagore Vanvalin Investment Group
Michigan
$17.3K -$977 -27 -5%
VL
198
Vima LLC
Michigan
$16.7K +$16.7K +461 New
SS
199
Sunbelt Securities
Texas
$12.5K
WP
200
WealthShield Partners
North Carolina
$12.3K