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 %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.47M 278,803 +278,803 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.42M 164,905 +164,905 New
RA
3
RFG Advisory
Alabama
$4.19M 156,408 +156,408 New
CF
4
Centaurus Financial
California
$3.62M 135,000 +135,000 New
PS
5
Principal Securities
Iowa
$2.71M 101,039 +101,039 New
TC
6
TownSquare Capital
Utah
$2.61M 97,425 +97,425 New
HighTower Advisors
7
HighTower Advisors
Illinois
$2.55M 95,050 +95,050 New
AWM
8
AE Wealth Management
Kansas
$2.48M 92,514 +92,514 New
CWS
9
Cypress Wealth Services
California
$1.94M 72,587 +72,587 New
HI
10
Harbour Investments
Wisconsin
$1.73M 64,539 +64,539 New
AIC
11
Archer Investment Corporation
Indiana
$1.66M 61,952 +61,952 New
DI
12
Diligent Investors
California
$1.57M 58,650 +58,650 New
TF
13
Trek Financial
Arizona
$1.3M 48,527 +48,527 New
SWA
14
Stratos Wealth Advisors
Ohio
$1.25M 46,501 +46,501 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.2M 44,925 +44,925 New
OMC
16
Old Mission Capital
Illinois
$1.19M 44,302 +44,302 New
KWM
17
KFG Wealth Management
Indiana
$1.02M 38,176 +38,176 New
NA
18
NewEdge Advisors
Louisiana
$926K 34,595 +34,595 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$901K 33,661 +33,661 New
CA
20
Continuum Advisory
Idaho
$789K 29,246 +29,246 New
Osaic Holdings
21
Osaic Holdings
Arizona
$745K 27,836 +27,836 New
KAS
22
Kestra Advisory Services
Texas
$694K 25,919 +25,919 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$646K 24,134 +24,134 New
FA
24
FC Advisory
Pennsylvania
$646K 24,110 +24,110 New
HAS
25
HBW Advisory Services
California
$587K 21,928 +21,928 New
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