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

21 hedge funds and large institutions have $76.5M invested in Innovator 20+ Year Treasury Bond 5 Floor ETF July in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
5
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SMART Wealth
Nebraska
$15.1M
2
PW
2
Paladin Wealth
Minnesota
$1.66M
3
IWP
3
Innova Wealth Partners
Pennsylvania
$1.02M
4
OMC
4
Old Mission Capital
Illinois
$637K
5
GI
5
Gradient Investments
Minnesota
$43.1M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
PWM
4
Palumbo Wealth Management
New York
$3.5M
5
LJAC
5
L.J. Altfest & Co
New York
$205K
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$43.1M 2,045,069 +20,161 +1%
SW
2
SMART Wealth
Nebraska
$15.1M 715,966 +81,302 +13%
BCM
3
Brookstone Capital Management
Illinois
$3.98M 189,045 -2,006 -1%
PWM
4
Palumbo Wealth Management
New York
$3.5M 166,152 -9,712 -6%
BFA
5
Brown Financial Advisors
Ohio
$2.63M 124,819 +5,499 +5%
PW
6
Paladin Wealth
Minnesota
$1.66M 78,857 +78,857 New
TF
7
Trek Financial
Arizona
$1.53M 72,703 +16,003 +28%
MFS
8
Mattson Financial Services
Michigan
$1.05M 53,239 -282 -0.5%
ACM
9
Arlington Capital Management
Illinois
$1.02M 48,370 +6,175 +15%
IWP
10
Innova Wealth Partners
Pennsylvania
$1.02M 48,370 +48,370 New
OMC
11
Old Mission Capital
Illinois
$637K 30,226 +30,226 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$541K 25,670 -2,928 -10%
KAS
13
Kestra Advisory Services
Texas
$485K 23,039 -2,500 -10%
LJAC
14
L.J. Altfest & Co
New York
$205K 9,725 -3,794 -28%
Morgan Stanley
15
Morgan Stanley
New York
$25.7K 1,221 +1,221 New
CA
16
CoreCap Advisors
Michigan
$21.4K 1,016 – –
HI
17
Harbour Investments
Wisconsin
$15.6K 741 -1,264 -63%
UBS Group
18
UBS Group
Switzerland
$2.97K 141 -172 -55%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.43K 68 +68 New
IA
20
IFP Advisors
Florida
$653 31 +31 New
CA
21
Continuum Advisory
Idaho
$440 22 +22 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
– – -878,197 Closed
FTUS
23
Flow Traders U.S.
New York
– – -30,047 Closed
Jane Street
24
Jane Street
New York
– – -14,871 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– – -583 Closed
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