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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 %
GS
76
GWN Securities
Florida
$247K +$247K +5,711 New
DBRC
77
D.B. Root & Company
Pennsylvania
$246K
TSW
78
Three Seasons Wealth
Utah
$234K
RIS
79
Retirement Income Solutions
Michigan
$232K
SW
80
Schulz Wealth
Texas
$221K
SPIA
81
Steward Partners Investment Advisory
New York
$220K -$37.9K -878 -15%
TWP
82
Triad Wealth Partners
Kansas
$202K
CF
83
Centaurus Financial
California
$175K
AWM
84
AE Wealth Management
Kansas
$173K -$6.09K -141 -3%
IWM
85
IMG Wealth Management
Florida
$155K -$11.7K -272 -7%
IA
86
IFP Advisors
Florida
$140K
OCM
87
Orion Capital Management
California
$130K
GEA
88
Glen Eagle Advisors
New Jersey
$103K
Morgan Stanley
89
Morgan Stanley
New York
$88.8K +$75.4K +1,746 +561%
SS
90
Sunbelt Securities
Texas
$87K -$34.5K -800 -28%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$51.5K +$50.8K +1,177 +7,356%
WTFG
92
Wood Tarver Financial Group
Idaho
$42.6K
CIAS
93
Capital Investment Advisory Services
North Carolina
$41K
WA
94
Whipplewood Advisors
Colorado
$40.4K -$1.9K -42 -4%
US Bancorp
95
US Bancorp
Minnesota
$37.8K
CA
96
Continuum Advisory
Idaho
$31.3K
FNWA
97
Financial Network Wealth Advisors
Utah
$24.3K
CFD
98
Creative Financial Designs
Indiana
$21.6K
AF
99
Allworth Financial
California
$21.1K -$679 -16 -3%
WP
100
WealthShield Partners
North Carolina
$20.6K +$20.6K +478 New