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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
OWA
51
Outlook Wealth Advisors
Texas
$516K
FFA
52
Farther Finance Advisors
California
$479K
SNWA
53
Siligmueller & Norvid Wealth Advisors
Illinois
$438K
BCM
54
Brookstone Capital Management
Illinois
$387K
RA
55
RFG Advisory
Alabama
$376K
UBS Group
56
UBS Group
Switzerland
$370K
Truist Financial
57
Truist Financial
North Carolina
$362K
OIA
58
OneDigital Investment Advisors
Kansas
$355K
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K
WWA
60
Wingate Wealth Advisors
Massachusetts
$332K
BWM
61
Buska Wealth Management
Wisconsin
$326K
CFS
62
CRA Financial Services
New Jersey
$326K
ASN
63
Advisory Services Network
Georgia
$325K
CW
64
CreativeOne Wealth
Kansas
$324K
EWA
65
EverSource Wealth Advisors
Alabama
$317K
AL
66
ACAS LLC
California
$299K
SF
67
Seros Financial
Arizona
$292K
SEP
68
Southland Equity Partners
Missouri
$282K
CFP
69
Comprehensive Financial Planning
Pennsylvania
$278K
PA
70
PFG Advisors
Arizona
$271K
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
4WM
75
4J Wealth Management
Virginia
$248K