PJUL icon

Innovator US Equity Power Buffer ETF July

141 hedge funds and large institutions have $381M invested in Innovator US Equity Power Buffer ETF July in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
29
Increased
41
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$71.4M 2,365,635 -26,136 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35M 1,159,819 -354,589 -23%
BCM
3
Brookstone Capital Management
Illinois
$21.9M 722,024 -119 -0%
AWM
4
AE Wealth Management
Kansas
$19.7M 653,625 +295,054 +82%
LJAC
5
L.J. Altfest & Co
New York
$15.9M 526,996 +526,996 New
PCM
6
Penserra Capital Management
California
$14.3M 473,035 +61,549 +15%
IIA
7
Integral Investment Advisors
California
$13.6M 452,062 +452,062 New
Osaic Holdings
8
Osaic Holdings
Arizona
$13.1M 433,483 +68,846 +19%
AWP
9
Ascent Wealth Partners
New York
$11.3M 373,606 +295,226 +377%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$9.79M 324,257 -1,163 -0.4%
CG
11
Caprock Group
Idaho
$9.19M 304,390 +1 +0%
XF
12
XML Financial
Maryland
$6.07M 201,169 -85,982 -30%
WP
13
WealthPLAN Partners
Nebraska
$5.47M 173,086 +173,086 New
WIM
14
WealthPlan Investment Management
Nebraska
$5.47M 173,086 +1,420 +0.8%
SWP
15
Summit Wealth Partners
Florida
$5.26M 174,257 -815 -0.5%
CAG
16
Compass Advisory Group
New York
$4.75M 153,571 +153,571 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.71M 156,133 +40,954 +36%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.71M 122,849 +3,525 +3%
GSIS
19
Global Strategic Investment Solutions
Arizona
$3.53M 116,901
FSA
20
Financial Services Advisory
Maryland
$3.5M 115,968 +115,968 New
CA
21
CoreCap Advisors
Michigan
$3.37M 111,689 +8,810 +9%
SEP
22
Southland Equity Partners
Missouri
$3.01M 99,587
Truist Financial
23
Truist Financial
North Carolina
$2.98M 98,695 +5,086 +5%
DIM
24
Delta Investment Management
California
$2.97M 98,420 -2,690 -3%
HI
25
Harbour Investments
Wisconsin
$2.85M 94,523 +84,162 +812%