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Innovator US Equity Buffer ETF July

105 hedge funds and large institutions have $168M invested in Innovator US Equity Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

69% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 48

Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$1.4M
FFA
27
Fragasso Financial Advisors
Pennsylvania
$1.39M
LPL Financial
28
LPL Financial
California
$1.23M
William Blair & Company
29
William Blair & Company
Illinois
$1.22M
AA
30
Armis Advisers
Georgia
$1.2M
SB
31
Strategic Blueprint
Georgia
$1.14M
PS
32
Principal Securities
Iowa
$1.12M
MML Investors Services
33
MML Investors Services
Massachusetts
$1.09M
CWG
34
Cornerstone Wealth Group
North Carolina
$1.07M
MW
35
Marcum Wealth
Ohio
$1.03M
SWA
36
Stratos Wealth Advisors
Ohio
$979K
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$951K
BWM
38
BCGM Wealth Management
Indiana
$926K
DFA
39
DHJJ Financial Advisors
Illinois
$872K
BWM
40
BCS Wealth Management
Tennessee
$869K
BPA
41
Beacon Pointe Advisors
California
$744K
CAM
42
Cresset Asset Management
Illinois
$708K
SPC
43
Sigma Planning Corp
Michigan
$695K
CA
44
CoreCap Advisors
Michigan
$600K
HI
45
Harbour Investments
Wisconsin
$596K
FCFC
46
First Commonwealth Financial Corp
Pennsylvania
$559K
AAP
47
Arax Advisory Partners
Colorado
$550K
SAM
48
Secure Asset Management
Michigan
$550K
KCM
49
Kathmere Capital Management
Pennsylvania
$530K
CCAL
50
City Center Advisors LLC
Michigan
$528K