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BFRZ

Innovator Equity Managed 100 Buffer ETF
BFRZ

21 hedge funds and large institutions have $49.3M invested in Innovator Equity Managed 100 Buffer ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more capital invested

Capital invested by funds: $9.3M → $49.3M (+$40M)

133% more funds holding

Funds holding: 9 → 21 (+12)

39.19% more ownership

Funds ownership: 61% → 100.2% (+39%)

Holders
21
Holders Change
+12
Holders Change %
+133.33%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
9
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.7M
2
TWP
Triad Wealth Partners
Kansas
+$2.04M
3
BCM
Brookstone Capital Management
Illinois
+$1.97M
4
PF
PlanWiser Financial
Colorado
+$1.23M
5
HI
Harbour Investments
Wisconsin
+$1.11M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14M +$13.7M +528,562 New
VWM
2
VanWeelden Wealth Management
Ohio
$14M +$13.7M +527,955 New
SPC
3
Sigma Planning Corp
Michigan
$4.58M +$581K +22,430 +15%
TWP
4
Triad Wealth Partners
Kansas
$2.8M +$2.04M +78,690 +294%
MW
5
Maia Wealth
Colorado
$2.1M +$355K +13,691 +21%
BCM
6
Brookstone Capital Management
Illinois
$2.02M +$1.97M +76,251 New
SAW
7
Signal Advisors Wealth
Michigan
$1.78M +$620K +23,946 +56%
HI
8
Harbour Investments
Wisconsin
$1.52M +$1.11M +42,964 +300%
PF
9
PlanWiser Financial
Colorado
$1.29M +$1.23M +47,657 New
KAS
10
Kestra Advisory Services
Texas
$1.25M +$685K +26,438 +127%
SA
11
Sovran Advisors
California
$1M +$450K +17,393 +87%
VWA
12
Visionary Wealth Advisors
Illinois
$774K +$755K +29,161 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$491K +$104 +4 +0%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$308K +$300K +11,601 New
WFS
15
WealthGarden F.S.
California
$284K +$67.9K +2,621 +33%
IFG
16
Independent Financial Group
California
$275K +$268K +10,358 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$270K +$264K +10,181 New
AWM
18
Accurate Wealth Management
Florida
$232K +$226K +8,743 New
OMC
19
Old Mission Capital
Illinois
$221K +$215K +8,315 New
FFA
20
Farther Finance Advisors
California
$15.7K +$15.3K +590 New
IA
21
IFP Advisors
Florida
$1.33K +$1.29K +50 New

BFRZ Hedge Fund Activity: Q3 2025 in Review

21 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed 100 Buffer ETF (BFRZ) for Q3 2025, worth a combined $49.3M — up 430% from $9.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BFRZ positions and 0 closed out — a net gain of 12 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $13.7M.

  • 21 institutional investors held Innovator Equity Managed 100 Buffer ETF (BFRZ) as of Q3 2025, up from 9 in Q2 2025.
  • Funds reported $49.3M of Innovator Equity Managed 100 Buffer ETF stock for Q3 2025, up 430% quarter-over-quarter.
  • 12 funds opened new Innovator Equity Managed 100 Buffer ETF positions in Q3 2025 and 0 closed out, a net change of +12 holders.
  • The largest Innovator Equity Managed 100 Buffer ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $13.7M added.

Based on aggregated 13F filings for Q3 2025.