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 %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.39M 273,238 -5,565 -2%
RA
2
RFG Advisory
Alabama
$4.21M 155,756 -652 -0.4%
CF
3
Centaurus Financial
California
$3.61M 133,515 -1,485 -1%
CNBT
4
Canandaigua National Bank & Trust
New York
$3.25M 120,106 +120,106 New
PS
5
Principal Securities
Iowa
$2.77M 102,294 +1,255 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.57M 95,050 – –
CWS
7
Cypress Wealth Services
California
$1.96M 72,587 – –
HI
8
Harbour Investments
Wisconsin
$1.71M 63,399 -1,140 -2%
AIC
9
Archer Investment Corporation
Indiana
$1.6M 59,093 -2,859 -5%
DI
10
Diligent Investors
California
$1.52M 56,150 -2,500 -4%
SWA
11
Stratos Wealth Advisors
Ohio
$1.26M 46,432 -69 -0.1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.24M 45,861 +12,200 +36%
TF
13
Trek Financial
Arizona
$1.13M 41,602 -6,925 -14%
TC
14
TownSquare Capital
Utah
$1.06M 39,232 -58,193 -60%
OMC
15
Old Mission Capital
Illinois
$1.05M 38,703 -5,599 -13%
BWM
16
Brown Wealth Management
Illinois
$1.04M 38,271 +38,271 New
KWM
17
KFG Wealth Management
Indiana
$1.03M 38,176 – –
IMC
18
Investment Management Corporation
Virginia
$1.02M 37,638 +37,638 New
IWM
19
IMG Wealth Management
Florida
$854K 31,588 +31,588 New
NA
20
NewEdge Advisors
Louisiana
$849K 31,376 -3,219 -9%
CA
21
Continuum Advisory
Idaho
$806K 29,783 +537 +2%
Jane Street
22
Jane Street
New York
$694K 25,642 +14,361 +127%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$646K 23,884 -250 -1%
KAS
24
Kestra Advisory Services
Texas
$624K 23,069 -2,850 -11%
HAS
25
HBW Advisory Services
California
$609K 22,504 +576 +3%
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