ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July
ZJUL

Overview Fund Activity

65 hedge funds and large institutions have $60.4M invested in Innovtor Equity Defined Protection ETF - 1 Yr July in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
65
Holders Change
+65
Holders Change %
–
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
65
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.47M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.42M
3
RA
3
RFG Advisory
Alabama
$4.19M
4
CF
4
Centaurus Financial
California
$3.62M
5
PS
5
Principal Securities
Iowa
$2.71M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
MW
26
Maia Wealth
Colorado
$557K 20,749 +20,749 New
KWA
27
Kellett Wealth Advisors
Ohio
$553K 20,647 +20,647 New
TWM
28
Tradition Wealth Management
Minnesota
$538K 20,091 +20,091 New
MSFS
29
Main Street Financial Solutions
Pennsylvania
$506K 18,900 +18,900 New
BCI
30
Brinker Capital Investments
Pennsylvania
$487K 18,198 +18,198 New
OPS
31
Orion Portfolio Solutions
Nebraska
$487K 18,198 +18,198 New
BTWM
32
Brass Tax Wealth Management
Ohio
$477K 17,817 +17,817 New
CW
33
CreativeOne Wealth
Kansas
$456K 17,021 +17,021 New
AF
34
Advisornet Financial
Minnesota
$445K 16,608 +16,608 New
PCA
35
Prosperity Capital Advisors
Ohio
$423K 15,783 +15,783 New
AFGAS
36
Allegiance Financial Group Advisory Services
Virginia
$417K 15,581 +15,581 New
JSA
37
Jim Saulnier & Associates
Colorado
$388K 14,495 +14,495 New
BFWM
38
Bright Futures Wealth Management
New York
$370K 13,770 +13,770 New
SAW
39
Signal Advisors Wealth
Michigan
$362K 13,533 +13,533 New
BCM
40
Beck Capital Management
Texas
$361K 13,462 +13,462 New
KWM
41
Kingsview Wealth Management
Oregon
$353K 13,190 +13,190 New
GEA
42
Glen Eagle Advisors
New Jersey
$334K 12,485 +12,485 New
BCM
43
Brookstone Capital Management
Illinois
$332K 12,388 +12,388 New
SPIA
44
Steward Partners Investment Advisory
New York
$319K 11,894 +11,894 New
Jane Street
45
Jane Street
New York
$302K 11,281 +11,281 New
DAS
46
Dynamic Advisor Solutions
Arizona
$289K 10,776 +10,776 New
PA
47
PFG Advisors
Arizona
$252K 9,403 +9,403 New
SFA
48
Souders Financial Advisors
Ohio
$236K 8,825 +8,825 New
AF
49
Allworth Financial
California
$235K 8,769 +8,769 New
SAG
50
SageView Advisory Group
California
$235K 8,762 +8,762 New
1
2
3