PJUL icon

Innovator US Equity Power Buffer ETF July

83 hedge funds and large institutions have $127M invested in Innovator US Equity Power Buffer ETF July in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
15
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TW
1
Transform Wealth
Colorado
$22.3M 723,445 -264,519 -27%
AllianceBernstein
2
AllianceBernstein
Tennessee
$18.5M 600,015 -33,004 -5%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$9.17M 297,386 -10,096 -3%
PCM
4
Penserra Capital Management
California
$6.9M 223,814 +44,077 +25%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.91M 191,805 -142,907 -43%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.32M 172,633 -1,001 -0.6%
DHGWA
7
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4.19M 135,883 +135,883 New
OMC
8
Old Mission Capital
Illinois
$3.63M 117,596 +84,307 +253%
WP
9
WealthPLAN Partners
Nebraska
$3.61M 118,843 -16,935 -12%
EWM
10
Elmwood Wealth Management
California
$2.9M 94,036 +94,036 New
LNC
11
Lincoln National Corp
Pennsylvania
$2.89M 93,749 -3,696 -4%
CA
12
CoreCap Advisors
Michigan
$2.82M 91,601 +91,601 New
WIA
13
World Investment Advisors
California
$2.53M 83,101 +1,185 +1%
AAS
14
Ameritas Advisory Services
Nebraska
$1.98M 64,327 +64,327 New
LWA
15
Lineweaver Wealth Advisors
Ohio
$1.95M 63,100
SWA
16
Stratos Wealth Advisors
Ohio
$1.82M 59,061 +5,805 +11%
GCP
17
Gill Capital Partners
Colorado
$1.76M 56,995
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.54M 49,882 -43,775 -47%
5L
19
55I LLC
Massachusetts
$1.49M 48,190 +1,208 +3%
BMM
20
Berkshire Money Management
Massachusetts
$1.35M 43,917
HighTower Advisors
21
HighTower Advisors
Illinois
$1.32M 42,882 -660 -2%
BWM
22
BCS Wealth Management
Tennessee
$1.16M 37,704 +993 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.13M 36,590 +1,093 +3%
BCM
24
Beck Capital Management
Texas
$1.06M 34,277 -275 -0.8%
KAS
25
Kestra Advisory Services
Texas
$876K 28,428 -2,402 -8%