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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
Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
15
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
51
Outlook Wealth Advisors
Texas
$516K -$22.6K -524 -4%
FFA
52
Farther Finance Advisors
California
$479K +$479K +11,065 New
SNWA
53
Siligmueller & Norvid Wealth Advisors
Illinois
$438K -$534K -12,379 -55%
BCM
54
Brookstone Capital Management
Illinois
$387K -$165K -3,824 -30%
RA
55
RFG Advisory
Alabama
$376K -$9.24K -214 -2%
UBS Group
56
UBS Group
Switzerland
$370K +$370K +8,567 New
Truist Financial
57
Truist Financial
North Carolina
$362K -$2.89K -67 -0.8%
OIA
58
OneDigital Investment Advisors
Kansas
$355K -$7.38K -171 -2%
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K -$9.59K -222 -3%
WWA
60
Wingate Wealth Advisors
Massachusetts
$332K
BWM
61
Buska Wealth Management
Wisconsin
$326K -$26.9K -623 -8%
CFS
62
CRA Financial Services
New Jersey
$326K -$64.8K -1,500 -17%
ASN
63
Advisory Services Network
Georgia
$325K -$6.48K -150 -2%
CW
64
CreativeOne Wealth
Kansas
$324K -$15.6K -362 -5%
EWA
65
EverSource Wealth Advisors
Alabama
$317K
AL
66
ACAS LLC
California
$299K +$4.32K +100 +1%
SF
67
Seros Financial
Arizona
$292K -$85.7K -1,985 -23%
SEP
68
Southland Equity Partners
Missouri
$282K
CFP
69
Comprehensive Financial Planning
Pennsylvania
$278K -$6.78K -157 -2%
PA
70
PFG Advisors
Arizona
$271K -$3.93K -91 -1%
TF
71
Trek Financial
Arizona
$269K
BFA
72
Beacon Financial Advisory
Ohio
$265K
TWM
73
Tradition Wealth Management
Minnesota
$261K
SFS
74
Sowell Financial Services
Arkansas
$257K -$320K -7,423 -55%
4WM
75
4J Wealth Management
Virginia
$248K