PJUL icon

Innovator US Equity Power Buffer ETF July

79 hedge funds and large institutions have $136M invested in Innovator US Equity Power Buffer ETF July in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+20
Holders Change %
+33.9%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
30
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TW
1
Transform Wealth
Colorado
$29.4M 987,964 +987,964 New
AllianceBernstein
2
AllianceBernstein
Tennessee
$18.8M 633,019 -23,518 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.96M 334,712 +130,892 +64%
CAG
4
Compass Advisory Group
New York
$9.6M 322,577 +23,096 +8%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.15M 307,482 +294,051 +2,189%
PCM
6
Penserra Capital Management
California
$5.35M 179,737 +28,985 +19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.17M 173,634 +100,509 +137%
WP
8
WealthPLAN Partners
Nebraska
$4.14M 135,778 +100,005 +280%
LNC
9
Lincoln National Corp
Pennsylvania
$2.9M 97,445 +83,107 +580%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.79M 93,657 +57,921 +162%
WIA
11
World Investment Advisors
California
$2.44M 81,916 +4,101 +5%
AIC
12
Ameritas Investment Company
Nebraska
$1.96M 66,024 +66,024 New
LWA
13
Lineweaver Wealth Advisors
Ohio
$1.88M 63,100 +11,390 +22%
AA
14
Advisory Alpha
Michigan
$1.82M 61,052 +61,052 New
GCP
15
Gill Capital Partners
Colorado
$1.7M 56,995 +19,339 +51%
SWA
16
Stratos Wealth Advisors
Ohio
$1.58M 53,256 +24,698 +86%
5L
17
55I LLC
Massachusetts
$1.4M 46,982 +46,982 New
BMM
18
Berkshire Money Management
Massachusetts
$1.31M 43,917
HighTower Advisors
19
HighTower Advisors
Illinois
$1.3M 43,542 +4,245 +11%
BWM
20
BCS Wealth Management
Tennessee
$1.09M 36,711 +5,292 +17%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.06M 35,497 +35,497 New
BCM
22
Beck Capital Management
Texas
$1.03M 34,552 -1,715 -5%
OMC
23
Old Mission Capital
Illinois
$990K 33,289 +33,289 New
KAS
24
Kestra Advisory Services
Texas
$917K 30,830 +2,127 +7%
CPIG
25
Chicago Partners Investment Group
Illinois
$908K 29,766