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Innovator US Equity Buffer ETF July

102 hedge funds and large institutions have $163M invested in Innovator US Equity Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-3
Holders Change %
-2.86%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
25
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$27.7M +$1.1M +23,397 +4%
PCM
2
Penserra Capital Management
California
$17.6M -$1.21M -25,749 -6%
IIA
3
Integral Investment Advisors
California
$12.4M -$78.3K -1,661 -0.6%
HighTower Advisors
4
HighTower Advisors
Illinois
$8.19M -$5.18K -110 -0.1%
Cerity Partners
5
Cerity Partners
New York
$7.06M +$500K +10,619 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.74M -$2.28M -51,146 -28%
RIL
7
Rothschild Investment LLC
Illinois
$4.46M +$226K +4,800 +5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.87M -$280K -5,931 -7%
Jane Street
9
Jane Street
New York
$3.64M +$3.64M +77,324 New
BA
10
Bellwether Advisors
Nebraska
$3.56M
MPCL
11
My Personal CFO LLC
Washington
$2.85M +$113K +2,400 +4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.78M +$140K +2,967 +5%
MI
13
Motiv8 Investments
Florida
$2.61M +$86.3K +1,831 +3%
KAS
14
Kestra Advisory Services
Texas
$2.52M +$966K +20,491 +62%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.49M +$147K +3,112 +6%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$2.47M -$10.2K -217 -0.4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.24M -$415K -8,802 -16%
SCA
18
Snowden Capital Advisors
New York
$2.13M -$221K -4,681 -9%
W
19
Wealthquest
Ohio
$2.08M -$291K -6,165 -12%
Raymond James Financial
20
Raymond James Financial
Florida
$2M +$354K +7,502 +22%
LPL Financial
21
LPL Financial
California
$1.87M +$530K +11,250 +40%
FA
22
FSA Advisors
Michigan
$1.85M -$86.7K -1,839 -4%
BMM
23
Berkshire Money Management
Massachusetts
$1.76M +$29.6K +629 +2%
LF
24
Lantz Financial
Illinois
$1.75M +$3.44K +73 +0.2%
SWM
25
Spire Wealth Management
Virginia
$1.53M +$141 +3 +0%