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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

205 hedge funds and large institutions have $619M invested in Innovator US Equity Power Buffer ETF July in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 98 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
17
Increased
30
Reduced
98
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.05M
2
FIA
Foundations Investment Advisors
Arizona
$6.72M
3
PCM
Penserra Capital Management
California
$34.4M
4
MI
Motiv8 Investments
Florida
$7.76M
5
KAS
Kestra Advisory Services
Texas
$7.3M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.72M
2
GI
Gradient Investments
Minnesota
$1.27M
3
BCM
Brookstone Capital Management
Illinois
$7M
4
Osaic Holdings
Osaic Holdings
Arizona
$16M
5
RFG
Range Financial Group
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
176
Sequoia Financial Advisors
Ohio
$225K -$55.6K -1,463 -20%
VBFP
177
Valtinson Bruner Financial Planning
Minnesota
$222K -$2.66K -70 -1%
FNWA
178
Financial Network Wealth Advisors
Utah
$222K – – –
WFAG
179
Worth Financial Advisory Group
North Carolina
$215K – – –
TSS
180
Two Sigma Securities
New York
$212K +$212K +5,591 New
ZIMP
181
Zimmermann Investment Management & Planning
Pennsylvania
$211K -$111K -2,930 -35%
DAS
182
Diversify Advisory Services
Utah
$210K +$210K +5,538 New
CIA
183
Cape Investment Advisory
Georgia
$193K – – –
TWP
184
TFO Wealth Partners
Ohio
$177K – – –
IF
185
Integrity Financial
Wyoming
$119K – – –
CIAS
186
Capital Investment Advisory Services
North Carolina
$107K – – –
US Bancorp
187
US Bancorp
Minnesota
$92.3K – – –
GWM
188
Geneos Wealth Management
Colorado
$92K – – –
Morgan Stanley
189
Morgan Stanley
New York
$91.1K -$110K -2,889 -55%
WWM
190
Wagner Wealth Management
South Carolina
$76K – – –
AC
191
AlphaCore Capital
California
$72.2K – – –
UBS Group
192
UBS Group
Switzerland
$49.4K +$25.7K +677 +108%
Royal Bank of Canada
193
Royal Bank of Canada
Ontario, Canada
$43K – – –
HI
194
Horizon Investments
North Carolina
$36.2K +$36.2K +954 New
CP
195
Castleview Partners
Texas
$23.5K – – –
AIC
196
Archer Investment Corporation
Indiana
$18.8K – – –
VL
197
Vima LLC
Michigan
$14.6K – – –
SS
198
Sunbelt Securities
Texas
$13.1K – – –
WP
199
WealthShield Partners
North Carolina
$13K – – –
ACM
200
Anfield Capital Management
California
$12.1K +$12.1K +319 New
5 6 7
8
9