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Innovator US Equity Buffer ETF June

86 hedge funds and large institutions have $95.7M invested in Innovator US Equity Buffer ETF June in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 8486 (+2)

3.22% less ownership

Funds ownership: 73.21%69.99% (-3.2%)

27% less capital invested

Capital invested by funds: $131M → $95.7M (-$34.9M)

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
12
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthShield Partners
North Carolina
$500K
FCP
52
Fidelis Capital Partners
Florida
$479K
AWM
53
AE Wealth Management
Kansas
$475K -$40.2K -872 -8%
BRPW
54
Ballast Rock Private Wealth
South Carolina
$404K +$399K +8,647 New
FA
55
FSA Advisors
Michigan
$399K -$4.01K -87 -1%
CW
56
CreativeOne Wealth
Kansas
$355K -$15.4K -333 -4%
LF
57
Lantz Financial
Illinois
$344K -$11.4M -247,082 -97%
ASN
58
Advisory Services Network
Georgia
$317K
AG
59
Ascent Group
Virginia
$306K
CPA
60
Clear Point Advisors
New York
$305K -$26.5K -575 -8%
GAA
61
Global Assets Advisory
Florida
$299K -$9.13K -198 -3%
BMM
62
Berkshire Money Management
Massachusetts
$296K +$292K +6,329 New
TF
63
Trek Financial
Arizona
$288K
JP Morgan Chase
64
JP Morgan Chase
New York
$286K +$17.4K +377 +7%
CFS
65
CRA Financial Services
New Jersey
$282K -$43.3K -940 -13%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$270K
JWCA
67
J.W. Cole Advisors
Florida
$250K -$9.91K -215 -4%
CWS
68
Cypress Wealth Services
California
$240K
RA
69
RFG Advisory
Alabama
$221K
CB
70
Chris Bulman
California
$204K -$266K -5,779 -57%
MOS
71
MGO One Seven
Ohio
$203K +$201K +4,350 New
OCM
72
Orion Capital Management
California
$140K
SPIA
73
Steward Partners Investment Advisory
New York
$101K
SS
74
Sunbelt Securities
Texas
$98.2K
BDPWM
75
Barnes Dennig Private Wealth Management
Ohio
$78.7K