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BFRZ

Innovator Equity Managed 100 Buffer ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

52% more funds holding

Funds holding: 2132 (+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%)

Holders
32
Holders Change
+11
Holders Change %
+52.38%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
12
Increased
16
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1
VanWeelden Wealth Management
Ohio
$14.5M +$300K +11,227 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.3M +$77.9K +2,916 +0.6%
AFP
3
ATX Financial Planning
Texas
$4.74M +$4.72M +176,781 New
SPC
4
Sigma Planning Corp
Michigan
$4.53M -$98K -3,668 -2%
TWP
5
Triad Wealth Partners
Kansas
$4.23M +$1.4M +52,242 +50%
VWA
6
Visionary Wealth Advisors
Illinois
$3.7M +$2.91M +108,746 +373%
BCM
7
Brookstone Capital Management
Illinois
$3.5M +$1.45M +54,207 +71%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$2.88M +$2.87M +107,268 New
SAW
9
Signal Advisors Wealth
Michigan
$2.37M +$564K +21,108 +31%
MW
10
Maia Wealth
Colorado
$2.26M +$160K +5,983 +8%
HI
11
Harbour Investments
Wisconsin
$1.98M +$440K +16,460 +29%
KAS
12
Kestra Advisory Services
Texas
$1.27M +$775 +29 +0.1%
S
13
SignatureFD
Georgia
$1.26M +$1.25M +46,945 New
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$1.21M +$1.2M +45,024 New
SA
15
Sovran Advisors
California
$998K -$11.1K -416 -1%
ATPW
16
Ashton Thomas Private Wealth
Arizona
$945K +$941K +35,195 New
PF
17
PlanWiser Financial
Colorado
$915K -$362K -13,538 -28%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$854K +$540K +20,213 +174%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$723K +$225K +8,434 +46%
BCI
20
Brinker Capital Investments
Pennsylvania
$704K +$701K +26,235 New
Jane Street
21
Jane Street
New York
$679K +$676K +25,286 New
EMAM
22
Encompass More Asset Management
California
$596K +$594K +22,217 New
IFG
23
Independent Financial Group
California
$362K +$83.6K +3,129 +30%
SWM
24
SeaCrest Wealth Management
New York
$357K +$354K +13,250 New
OMC
25
Old Mission Capital
Illinois
$296K +$72.1K +2,697 +32%

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.