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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
PCM
1
Penserra Capital Management
California
$18.4M -$477K -10,349 -3%
Cerity Partners
2
Cerity Partners
New York
$7.08M +$20.7K +448 +0.3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.86M -$302K -6,543 -6%
SB
4
Strategic Blueprint
Georgia
$4.77M -$196K -4,258 -4%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$4.16M -$110K -2,375 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.95M -$157K -3,410 -4%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.43M -$24.2K -525 -0.7%
BWM
8
BCS Wealth Management
Tennessee
$2.09M +$986K +21,390 +92%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.87M +$167K +3,628 +10%
IIA
10
Integral Investment Advisors
California
$1.58M
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.55M +$664K +14,403 +77%
NFG
12
Nations Financial Group
Iowa
$1.52M +$9.41K +204 +0.6%
MWM
13
Maltin Wealth Management
New Jersey
$1.48M
FCFC
14
First Commonwealth Financial Corp
Pennsylvania
$1.38M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.33M -$1.76M -38,172 -57%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$1.3M
LPL Financial
17
LPL Financial
California
$1.24M +$118K +2,561 +11%
Lido Advisors
18
Lido Advisors
California
$1.19M +$1.17M +25,355 New
OWA
19
Outlook Wealth Advisors
Texas
$1.18M -$4.89K -106 -0.4%
PS
20
Principal Securities
Iowa
$1.14M
OMC
21
Old Mission Capital
Illinois
$1.13M +$889K +19,287 +387%
DFA
22
DHJJ Financial Advisors
Illinois
$1.11M
KAS
23
Kestra Advisory Services
Texas
$988K -$8.76K -190 -0.9%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$978K
MPCL
25
My Personal CFO LLC
Washington
$962K +$949K +20,580 New