PJUL icon

Innovator US Equity Power Buffer ETF July

126 hedge funds and large institutions have $308M invested in Innovator US Equity Power Buffer ETF July in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+35
Holders Change %
+38.46%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
55
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$68.4M 2,391,771 +112,350 +5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.3M 1,514,408 +231,421 +18%
BCM
3
Brookstone Capital Management
Illinois
$20.7M 722,143 +686,969 +1,953%
PCM
4
Penserra Capital Management
California
$11.8M 411,486 +72,615 +21%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.4M 364,637 +96,416 +36%
AWM
6
AE Wealth Management
Kansas
$10.3M 358,571 +329,287 +1,124%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$9.31M 325,420 +21,016 +7%
CG
8
Caprock Group
Idaho
$8.71M 304,389 -1 -0%
XF
9
XML Financial
Maryland
$8.22M 287,151 +287,151 New
WIM
10
WealthPlan Investment Management
Nebraska
$5.23M 171,666 +171,666 New
SWP
11
Summit Wealth Partners
Florida
$5.01M 175,072 +165,784 +1,785%
OMC
12
Old Mission Capital
Illinois
$4.78M 167,161 +167,161 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.41M 119,324 +48,439 +68%
GSIS
14
Global Strategic Investment Solutions
Arizona
$3.35M 116,901 +116,901 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.3M 115,179 +45,770 +66%
CA
16
CoreCap Advisors
Michigan
$2.94M 102,879 -1,248 -1%
DIM
17
Delta Investment Management
California
$2.89M 101,110 -1,133 -1%
SEP
18
Southland Equity Partners
Missouri
$2.85M 99,587 +12,936 +15%
Truist Financial
19
Truist Financial
North Carolina
$2.68M 93,609 +81,784 +692%
BA
20
Bellwether Advisors
Nebraska
$2.65M 92,599 -50 -0.1%
EWM
21
Elmwood Wealth Management
California
$2.58M 90,301 +9,972 +12%
ML
22
McAdam LLC
Pennsylvania
$2.53M 88,254 +51,639 +141%
WIA
23
World Investment Advisors
California
$2.45M 85,546 -200 -0.2%
CAN
24
Cetera Advisor Networks
California
$2.33M 81,476 +64,646 +384%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.32M 80,925 +23,057 +40%