Innovator Equity Managed 100 Buffer ETF
BFRZ
32 hedge funds and large institutions have $71.2M invested in Innovator Equity Managed 100 Buffer ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
52% more funds holding
Funds holding: 21 → 32 (+11)
45% more capital invested
Capital invested by funds: $49.3M → $71.2M (+$21.9M)
11.79% less ownership
Funds ownership: 100.2% → 88.4% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$2.91M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.87M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.45M |
| 4 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$1.4M |
| 5 |
S
SignatureFD
Atlanta,
Georgia
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
PlanWiser Financial
Colorado Springs,
Colorado
|
-$362K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$270K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$98K |
| 4 |
SA
Sovran Advisors
San Diego,
California
|
-$11.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFS
26
WealthGarden F.S.
El Segundo,
California
| $295K | +$6.82K | +255 | +2% |
|
|
AWM
27
Accurate Wealth Management
Wesley Chapel,
Florida
| $277K | +$41K | +1,534 | +18% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $234K | +$233K | +8,715 | New |
|
|
BFS
29
BridgePort Financial Solutions
Fairfield,
Iowa
| $207K | +$206K | +7,716 | New |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| $64.2K | +$48.2K | +1,802 | +305% |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $16.3K | +$16.2K | +607 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $1.34K | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$270K | -10,181 | Closed |
|
BFRZ Hedge Fund Activity: Q4 2025 in Review
32 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed 100 Buffer ETF (BFRZ) for Q4 2025, worth a combined $71.2M — up 45% from $49.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BFRZ positions and 1 closed out — a net gain of 11 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Visionary Wealth Advisors, adding an estimated $2.91M. The largest seller was PlanWiser Financial, cutting an estimated $362K.
- 32 institutional investors held Innovator Equity Managed 100 Buffer ETF (BFRZ) as of Q4 2025, up from 21 in Q3 2025.
- Funds reported $71.2M of Innovator Equity Managed 100 Buffer ETF stock for Q4 2025, up 45% quarter-over-quarter.
- 12 funds opened new Innovator Equity Managed 100 Buffer ETF positions in Q4 2025 and 1 closed out, a net change of +11 holders.
- The largest Innovator Equity Managed 100 Buffer ETF buyer in Q4 2025 was Visionary Wealth Advisors, an estimated $2.91M added.
- The largest Innovator Equity Managed 100 Buffer ETF seller in Q4 2025 was PlanWiser Financial, an estimated $362K sold.
Based on aggregated 13F filings for Q4 2025.