PJUL icon

Innovator US Equity Power Buffer ETF July

59 hedge funds and large institutions have $94M invested in Innovator US Equity Power Buffer ETF July in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 14 closing their positions.

Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
24
Increased
12
Reduced
11
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCS
1
Personal CFO Solutions
New Jersey
$23M 777,286 +777,286 New
AllianceBernstein
2
AllianceBernstein
Tennessee
$19.4M 656,537 +656,537 New
CAG
3
Compass Advisory Group
New York
$8.87M 299,481 +299,481 New
Osaic Holdings
4
Osaic Holdings
Arizona
$6.03M 203,820 +133,826 +191%
PCM
5
Penserra Capital Management
California
$4.46M 150,752 +2,479 +2%
EWM
6
Elmwood Wealth Management
California
$2.82M 95,101 +3,722 +4%
WIA
7
World Investment Advisors
California
$2.3M 77,815 +7,985 +11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.17M 73,125 +3,656 +5%
HFA
9
Hoover Financial Advisors
Pennsylvania
$1.61M 54,239 +54,239 New
LWA
10
Lineweaver Wealth Advisors
Ohio
$1.53M 51,710 +51,710 New
BMM
11
Berkshire Money Management
Massachusetts
$1.3M 43,917 +4,700 +12%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.16M 39,297 -7,098 -15%
GCP
13
Gill Capital Partners
Colorado
$1.12M 37,656 +37,656 New
BCM
14
Beck Capital Management
Texas
$1.07M 36,267 -100 -0.3%
WP
15
WealthPLAN Partners
Nebraska
$1.07M 35,773 +35,773 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.06M 35,736 +25,766 +258%
BWM
17
BCS Wealth Management
Tennessee
$930K 31,419 +31,419 New
WDL
18
Well Done LLC
Michigan
$920K 31,083
CPIG
19
Chicago Partners Investment Group
Illinois
$890K 29,766 +29,766 New
KAS
20
Kestra Advisory Services
Texas
$850K 28,703 +6,224 +28%
SWA
21
Stratos Wealth Advisors
Ohio
$846K 28,558 +1,428 +5%
FTUS
22
Flow Traders U.S.
New York
$722K 24,375 +24,375 New
BPA
23
Beacon Pointe Advisors
California
$624K 21,079 +21,079 New
ATPW
24
Ashton Thomas Private Wealth
Arizona
$600K 20,250 +20,250 New
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$582K 19,645 -2,647 -12%