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Innovator US Equity Buffer ETF February

85 hedge funds and large institutions have $134M invested in Innovator US Equity Buffer ETF February in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 9285 (-7)

33.54% less ownership

Funds ownership: 101.87%68.33% (-34%)

37% less capital invested

Capital invested by funds: $213M → $134M (-$78.8M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

65% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 34

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
12
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$1.1M +$71.1K +1,548 +7%
William Blair & Company
27
William Blair & Company
Illinois
$880K
SB
28
Strategic Blueprint
Georgia
$856K -$6.2K -135 -0.7%
JP Morgan Chase
29
JP Morgan Chase
New York
$837K +$642K +13,989 +377%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$833K -$326K -7,106 -29%
LF
31
Lantz Financial
Illinois
$773K -$3.67K -80 -0.5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$748K -$83K -1,808 -10%
WCG
33
Weaver Consulting Group
California
$735K
SWM
34
Spire Wealth Management
Virginia
$692K -$5.46K -119 -0.8%
BWM
35
BCS Wealth Management
Tennessee
$692K -$138K -2,996 -17%
PS
36
Principal Securities
Iowa
$658K -$19.4K -422 -3%
TSW
37
Three Seasons Wealth
Utah
$639K
FCFC
38
First Commonwealth Financial Corp
Pennsylvania
$637K
OWA
39
Outlook Wealth Advisors
Texas
$635K
AWM
40
AE Wealth Management
Kansas
$583K -$24.4K -532 -4%
SWP
41
Sagespring Wealth Partners
Tennessee
$559K
SCA
42
Snowden Capital Advisors
New York
$544K
TF
43
Trek Financial
Arizona
$531K
CFS
44
CRA Financial Services
New Jersey
$508K
Citadel Advisors
45
Citadel Advisors
Florida
$471K +$71.8K +1,563 +19%
OIA
46
OneDigital Investment Advisors
Kansas
$452K
VWA
47
Visionary Wealth Advisors
Illinois
$423K +$138 +3 +0%
FFN
48
Focus Financial Network
Minnesota
$409K
MOS
49
MGO One Seven
Ohio
$392K -$39K -850 -9%
CW
50
CreativeOne Wealth
Kansas
$382K -$17.2K -374 -4%