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Innovator US Equity Power Buffer ETF July
PJUL

Overview Fund Activity

85 hedge funds and large institutions have $106M invested in Innovator US Equity Power Buffer ETF July in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
18
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
WealthPlan Investment Management
Nebraska
$6.22M
2
WP
2
WealthPLAN Partners
Nebraska
$6.22M
3
PCM
3
Penserra Capital Management
California
$8.21M
4
AWS
4
Atria Wealth Solutions
New York
$690K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$654K

Top Sellers

1
TW
1
Transform Wealth
Colorado
$247K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.79M
3
OMC
3
Old Mission Capital
Illinois
$534K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
CP
5
Castleview Partners
Texas
$40K
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$17.9M 584,158 -15,857 -3%
PCM
2
Penserra Capital Management
California
$8.21M 267,599 +43,785 +20%
WP
3
WealthPLAN Partners
Nebraska
$6.22M 211,339 +92,496 +78%
WIM
4
WealthPlan Investment Management
Nebraska
$6.22M 211,339 +211,339 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.79M 188,735 -108,651 -37%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.66M 208,972 +17,167 +9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.91M 159,955 -12,678 -7%
DHGWA
8
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4.16M 135,546 -337 -0.2%
LNC
9
Lincoln National Corp
Pennsylvania
$2.96M 96,499 +2,750 +3%
CA
10
CoreCap Advisors
Michigan
$2.77M 90,253 -1,348 -1%
WIA
11
World Investment Advisors
California
$2.55M 83,101 – –
EWM
12
Elmwood Wealth Management
California
$2.49M 81,179 -12,857 -14%
LWA
13
Lineweaver Wealth Advisors
Ohio
$1.94M 63,100 – –
GCP
14
Gill Capital Partners
Colorado
$1.75M 56,995 – –
SWA
15
Stratos Wealth Advisors
Ohio
$1.72M 56,027 -3,034 -5%
5L
16
55I LLC
Massachusetts
$1.48M 48,227 +37 +0.1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.46M 47,678 -2,204 -4%
BMM
18
Berkshire Money Management
Massachusetts
$1.35M 43,917 – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.28M 41,714 +5,124 +14%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.18M 38,377 -4,505 -11%
BWM
21
BCS Wealth Management
Tennessee
$1.13M 36,711 -993 -3%
BCM
22
Beck Capital Management
Texas
$1.03M 33,702 -575 -2%
BPA
23
Beacon Pointe Advisors
California
$1.01M 33,033 +6,906 +26%
ASN
24
Advisory Services Network
Georgia
$944K 30,769 +7,012 +30%
KAS
25
Kestra Advisory Services
Texas
$861K 28,066 -362 -1%
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