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Innovator US Equity Buffer ETF August

106 hedge funds and large institutions have $158M invested in Innovator US Equity Buffer ETF August in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

7% more funds holding

Funds holding: 99106 (+7)

2.56% more ownership

Funds ownership: 69.61%72.17% (+2.6%)

3% more capital invested

Capital invested by funds: $153M → $158M (+$4.66M)

57% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 42

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
18
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
51
Fortune Financial Group
Florida
$605K +$497K +10,060 New
WP
52
WealthShield Partners
North Carolina
$591K
OWA
53
Outlook Wealth Advisors
Texas
$587K
VWA
54
Visionary Wealth Advisors
Illinois
$583K
BMM
55
Berkshire Money Management
Massachusetts
$540K -$43K -871 -7%
Lido Advisors
56
Lido Advisors
California
$534K +$527K +10,662 New
MOS
57
MGO One Seven
Ohio
$498K +$198 +4 +0%
ACM
58
AlphaStar Capital Management
North Carolina
$482K +$476K +9,629 New
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$480K
KWS
60
Keystone Wealth Services
California
$478K
PWMG
61
Pinnacle Wealth Management Group
Michigan
$443K -$29.6K -600 -6%
CVA
62
Central Valley Advisors
California
$429K
VBFP
63
Valtinson Bruner Financial Planning
Minnesota
$412K
SAM
64
Secure Asset Management
Michigan
$393K
CPIG
65
Chicago Partners Investment Group
Illinois
$389K
CA
66
Corrado Advisors
New Jersey
$382K -$1.33K -27 -0.4%
IPW
67
Impact Partnership Wealth
Georgia
$375K -$19.9K -402 -5%
IA
68
IFP Advisors
Florida
$355K -$26.8K -542 -7%
CF
69
Crosspoint Financial
California
$328K -$98.8K -2,000 -23%
AWM
70
AE Wealth Management
Kansas
$322K -$6.17K -125 -2%
DWP
71
Daymark Wealth Partners
Ohio
$313K
SWM
72
Selby Wealth Management
California
$310K +$306K +6,200 New
BWS
73
BFI Wealth Solutions
Texas
$300K +$296K +6,000 New
ALS
74
Andrew L. Share
$299K -$88.9K -1,800 -23%
IWM
75
IMG Wealth Management
Florida
$295K -$36.6K -741 -11%