ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July
ZJUL

Overview Fund Activity

69 hedge funds and large institutions have $57.9M invested in Innovtor Equity Defined Protection ETF - 1 Yr July in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CNBT
1
Canandaigua National Bank & Trust
New York
$3.25M
2
BWM
2
Brown Wealth Management
Illinois
$1.04M
3
IMC
3
Investment Management Corporation
Virginia
$1.02M
4
IWM
4
IMG Wealth Management
Florida
$854K
5
Citadel Advisors
5
Citadel Advisors
Florida
$584K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
AWM
2
AE Wealth Management
Kansas
$333K
3
TC
3
TownSquare Capital
Utah
$1.06M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$426K
5
KWA
5
Kellett Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
76
Bank of America
North Carolina
– – -33 Closed
1 2 3
4