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Innovator US Equity Buffer ETF August

104 hedge funds and large institutions have $157M invested in Innovator US Equity Buffer ETF August in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

56% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 41

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthShield Partners
North Carolina
$591K
OWA
52
Outlook Wealth Advisors
Texas
$587K
VWA
53
Visionary Wealth Advisors
Illinois
$583K
BMM
54
Berkshire Money Management
Massachusetts
$540K
Lido Advisors
55
Lido Advisors
California
$534K
MOS
56
MGO One Seven
Ohio
$498K
ACM
57
AlphaStar Capital Management
North Carolina
$482K
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$480K
KWS
59
Keystone Wealth Services
California
$478K
PWMG
60
Pinnacle Wealth Management Group
Michigan
$443K
CVA
61
Central Valley Advisors
California
$429K
VBFP
62
Valtinson Bruner Financial Planning
Minnesota
$412K
SAM
63
Secure Asset Management
Michigan
$393K
CPIG
64
Chicago Partners Investment Group
Illinois
$389K
CA
65
Corrado Advisors
New Jersey
$382K
IPW
66
Impact Partnership Wealth
Georgia
$375K
IA
67
IFP Advisors
Florida
$355K
CF
68
Crosspoint Financial
California
$328K
AWM
69
AE Wealth Management
Kansas
$322K
DWP
70
Daymark Wealth Partners
Ohio
$313K
SWM
71
Selby Wealth Management
California
$310K
BWS
72
BFI Wealth Solutions
Texas
$300K
ALS
73
Andrew L. Share
$299K
IWM
74
IMG Wealth Management
Florida
$295K
VIM
75
Vista Investment Management
Pennsylvania
$274K