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Innovator 20+ Year Treasury Bond 5 Floor ETF July
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Overview Fund Activity

18 hedge funds and large institutions have $85.1M invested in Innovator 20+ Year Treasury Bond 5 Floor ETF July in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+11
Holders Change %
+157.14%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$40.1M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.4M
3
SW
3
SMART Wealth
Nebraska
$12.6M
4
BFA
4
Brown Financial Advisors
Ohio
$2.36M
5
TF
5
Trek Financial
Arizona
$1.12M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$3.86M
2
ACM
2
Arlington Capital Management
Illinois
$836K
3
LJAC
3
L.J. Altfest & Co
New York
$268K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$40.1M 2,024,908 +2,024,908 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.4M 878,197 +878,197 New
SW
3
SMART Wealth
Nebraska
$12.6M 634,664 +634,664 New
BCM
4
Brookstone Capital Management
Illinois
$3.86M 191,051 -17,045 -8%
PWM
5
Palumbo Wealth Management
New York
$3.48M 175,864 +150 +0.1%
BFA
6
Brown Financial Advisors
Ohio
$2.36M 119,320 +119,320 New
TF
7
Trek Financial
Arizona
$1.12M 56,700 +56,700 New
MFS
8
Mattson Financial Services
Michigan
$1.06M 53,521 +53,521 New
ACM
9
Arlington Capital Management
Illinois
$836K 42,195 -1,180 -3%
FTUS
10
Flow Traders U.S.
New York
$595K 30,047 +30,047 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$567K 28,598 +14,554 +104%
KAS
12
Kestra Advisory Services
Texas
$506K 25,539 +25,539 New
Jane Street
13
Jane Street
New York
$295K 14,871 +14,871 New
LJAC
14
L.J. Altfest & Co
New York
$268K 13,519 -721 -5%
HI
15
Harbour Investments
Wisconsin
$39.7K 2,005 +2,005 New
CA
16
CoreCap Advisors
Michigan
$20.1K 1,016 +19 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12K 583 +583 New
UBS Group
18
UBS Group
Switzerland
$6.2K 313 +313 New
Osaic Holdings
19
Osaic Holdings
Arizona
– – -495 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –