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Innovator US Equity Buffer ETF July

112 hedge funds and large institutions have $191M invested in Innovator US Equity Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $167M → $191M (+$23.6M)

10% more funds holding

Funds holding: 102112 (+10)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.54% less ownership

Funds ownership: 69.79%64.24% (-5.5%)

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
30
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$27.3M +$26.2M +541,569 +7,118%
PCM
2
Penserra Capital Management
California
$18.8M +$219K +4,527 +1%
IIA
3
Integral Investment Advisors
California
$13.3M +$313K +6,466 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.2M -$17.5M -362,392 -62%
Osaic Holdings
5
Osaic Holdings
Arizona
$11.1M +$1.51M +31,219 +16%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.65M +$15.2K +315 +0.2%
Cerity Partners
7
Cerity Partners
New York
$8.62M +$1.14M +23,660 +16%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.98M +$1.85M +38,303 +47%
RIL
9
Rothschild Investment LLC
Illinois
$4.69M -$12.1K -250 -0.3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.84M +$892K +18,445 +31%
BA
11
Bellwether Advisors
Nebraska
$3.75M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.86M +$491K +10,151 +21%
LPL Financial
13
LPL Financial
California
$2.79M +$804K +16,623 +42%
MI
14
Motiv8 Investments
Florida
$2.67M -$77.3K -1,599 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.62M -$1.79K -37 -0.1%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$2.6M -$8.85K -183 -0.3%
Raymond James Financial
17
Raymond James Financial
Florida
$2.45M +$338K +6,990 +16%
SCA
18
Snowden Capital Advisors
New York
$2.15M -$90.5K -1,871 -4%
W
19
Wealthquest
Ohio
$2.13M -$60.7K -1,256 -3%
S
20
SignatureFD
Georgia
$2.09M +$2.03M +42,034 New
SWM
21
Spire Wealth Management
Virginia
$2.08M +$464K +9,594 +30%
SWA
22
Stratos Wealth Advisors
Ohio
$1.98M +$836K +17,282 +76%
LF
23
Lantz Financial
Illinois
$1.9M +$58.9K +1,217 +3%
FA
24
FSA Advisors
Michigan
$1.87M -$78K -1,613 -4%
BMM
25
Berkshire Money Management
Massachusetts
$1.78M -$70.4K -1,456 -4%

BJUL Hedge Fund Activity: Q3 2025 in Review

112 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q3 2025, worth a combined $191M — up 14% from $167M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BJUL positions and 7 closed out — a net gain of 11 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $26.2M. The largest seller was Commonwealth Equity Services, cutting an estimated $17.5M.

  • 112 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q3 2025, up from 102 in Q2 2025.
  • Funds reported $191M of Innovator US Equity Buffer ETF July stock for Q3 2025, up 14% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Buffer ETF July positions in Q3 2025 and 7 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Buffer ETF July buyer in Q3 2025 was Brookstone Capital Management, an estimated $26.2M added.
  • The largest Innovator US Equity Buffer ETF July seller in Q3 2025 was Commonwealth Equity Services, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2025.