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Innovator US Equity Buffer ETF May

80 hedge funds and large institutions have $102M invested in Innovator US Equity Buffer ETF May in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

74% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 35

Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
26
WPWealth
Texas
$907K
Truist Financial
27
Truist Financial
North Carolina
$881K
LF
28
Lantz Financial
Illinois
$834K
OWA
29
Outlook Wealth Advisors
Texas
$802K
BPA
30
Beacon Pointe Advisors
California
$755K
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$734K
WCM
32
Weaver Capital Management
Georgia
$733K
ORG
33
Optimist Retirement Group
Washington
$694K
GCP
34
Gill Capital Partners
Colorado
$650K
GS
35
GTS Securities
New York
$639K
WCG
36
Weaver Consulting Group
California
$627K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$623K
BCM
38
Brookstone Capital Management
Illinois
$616K
FCFC
39
First Commonwealth Financial Corp
Pennsylvania
$598K
AFGAS
40
Allegiance Financial Group Advisory Services
Virginia
$575K
AWM
41
AE Wealth Management
Kansas
$564K
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$544K
AWA
43
Arete Wealth Advisors
Illinois
$529K
SPC
44
Sigma Planning Corp
Michigan
$486K
SCA
45
Snowden Capital Advisors
New York
$461K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$455K
SWA
47
Stratos Wealth Advisors
Ohio
$431K
SAM
48
Secure Asset Management
Michigan
$413K
OCM
49
Orion Capital Management
California
$381K
CA
50
CoreCap Advisors
Michigan
$373K