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Innovator US Equity Buffer ETF July

126 hedge funds and large institutions have $188M invested in Innovator US Equity Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 50 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more funds holding

Funds holding: 112126 (+14)

6.98% more ownership

Funds ownership: 64.24%71.23% (+7%)

1% less capital invested

Capital invested by funds: $191M → $188M (-$2.62M)

66% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 50

Holders
126
Holders Change
+14
Holders Change %
+12.5%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
16
Increased
17
Reduced
50
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
COFG Advisors
Illinois
$18.7M +$18.4M +368,433 New
PCM
2
Penserra Capital Management
California
$18.5M -$752K -15,025 -4%
IIA
3
Integral Investment Advisors
California
$14.3M +$662K +13,220 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.4M -$1.1M -21,929 -10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.4M -$1.02M -20,387 -9%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.51M -$323K -6,450 -4%
Cerity Partners
7
Cerity Partners
New York
$8.34M -$466K -9,315 -5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.18M +$70.8K +1,413 +1%
RIL
9
Rothschild Investment LLC
Illinois
$4.7M -$90.1K -1,800 -2%
BA
10
Bellwether Advisors
Nebraska
$3.83M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.78M -$144K -2,873 -4%
MPCL
12
My Personal CFO LLC
Washington
$2.73M +$2.69M +53,755 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.71M -$211K -4,213 -7%
Raymond James Financial
14
Raymond James Financial
Florida
$2.66M +$152K +3,036 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.65M -$27K -540 -1%
LPL Financial
16
LPL Financial
California
$2.61M -$243K -4,845 -9%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$2.55M -$98.4K -1,965 -4%
SCA
18
Snowden Capital Advisors
New York
$2.19M -$7.76K -155 -0.4%
S
19
SignatureFD
Georgia
$2.13M
W
20
Wealthquest
Ohio
$2.12M -$57.6K -1,151 -3%
SWM
21
Spire Wealth Management
Virginia
$2.06M -$65.4K -1,306 -3%
LF
22
Lantz Financial
Illinois
$1.95M
SWA
23
Stratos Wealth Advisors
Ohio
$1.93M -$100K -2,000 -5%
FA
24
FSA Advisors
Michigan
$1.9M -$4.46K -89 -0.2%
KAS
25
Kestra Advisory Services
Texas
$1.83M +$162K +3,229 +10%

BJUL Hedge Fund Activity: Q4 2025 in Review

126 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF July (BJUL) for Q4 2025, worth a combined $188M — down 1.4% from $191M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BJUL positions and 2 closed out — a net gain of 14 holders — while 17 added to existing stakes and 50 trimmed.

The largest buyer was My Personal CFO LLC, opening a new position worth an estimated $2.69M. The largest seller was Brookstone Capital Management, cutting an estimated $26.2M.

  • 126 institutional investors held Innovator US Equity Buffer ETF July (BJUL) as of Q4 2025, up from 112 in Q3 2025.
  • Funds reported $188M of Innovator US Equity Buffer ETF July stock for Q4 2025, down 1.4% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Buffer ETF July positions in Q4 2025 and 2 closed out, a net change of +14 holders.
  • The largest Innovator US Equity Buffer ETF July buyer in Q4 2025 was My Personal CFO LLC, an estimated $2.69M added.
  • The largest Innovator US Equity Buffer ETF July seller in Q4 2025 was Brookstone Capital Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2025.