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Innovator US Equity Buffer ETF June

84 hedge funds and large institutions have $131M invested in Innovator US Equity Buffer ETF June in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $113M → $131M (+$17.7M)

1.97% more ownership

Funds ownership: 71.24%73.21% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 8984 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

50% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 34

Holders
84
Holders Change
-5
Holders Change %
-5.62%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
17
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$26.6M +$25.3M +565,044 +3,333%
PCM
2
Penserra Capital Management
California
$18.5M +$216K +4,830 +1%
LF
3
Lantz Financial
Illinois
$11.6M -$15.6K -349 -0.1%
Cerity Partners
4
Cerity Partners
New York
$6.91M +$75.2K +1,681 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.06M -$788K -17,619 -14%
SB
6
Strategic Blueprint
Georgia
$4.86M -$20.6K -461 -0.4%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$4.18M +$61.6K +1,377 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.99M +$43.2K +966 +1%
HighTower Advisors
9
HighTower Advisors
Illinois
$3.38M +$128K +2,855 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.05M +$155K +3,465 +5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.67M +$137K +3,062 +9%
IIA
12
Integral Investment Advisors
California
$1.54M +$99.5K +2,225 +7%
CPRC
13
Consolidated Portfolio Review Corp
New York
$1.54M -$4.74K -106 -0.3%
NFG
14
Nations Financial Group
Iowa
$1.48M +$45 +1 +0%
MWM
15
Maltin Wealth Management
New Jersey
$1.45M
FCFC
16
First Commonwealth Financial Corp
Pennsylvania
$1.35M -$29.5K -659 -2%
FFA
17
Fragasso Financial Advisors
Pennsylvania
$1.27M
OWA
18
Outlook Wealth Advisors
Texas
$1.16M -$16.1K -360 -1%
SCA
19
Stuart Chaussee & Associates
California
$1.16M
PS
20
Principal Securities
Iowa
$1.11M -$22K -492 -2%
LPL Financial
21
LPL Financial
California
$1.09M +$372K +8,317 +53%
DFA
22
DHJJ Financial Advisors
Illinois
$1.08M -$1.79K -40 -0.2%
AWA
23
Arkadios Wealth Advisors
Georgia
$1.08M +$1.06M +23,627 New
BWM
24
BCS Wealth Management
Tennessee
$1.07M -$31.9K -714 -3%
KAS
25
Kestra Advisory Services
Texas
$976K -$203K -4,540 -18%