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Innovator US Equity Buffer ETF May

86 hedge funds and large institutions have $103M invested in Innovator US Equity Buffer ETF May in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 8486 (+2)

1.87% more ownership

Funds ownership: 66.05%67.92% (+1.9%)

0% more capital invested

Capital invested by funds: $103M → $103M (+$20.4K)

73% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 33

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
13
Increased
9
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$876K -$25.2K -571 -3%
LF
27
Lantz Financial
Illinois
$853K
OWA
28
Outlook Wealth Advisors
Texas
$820K
W
29
WPWealth
Texas
$752K -$173K -3,915 -19%
WCM
30
Weaver Capital Management
Georgia
$750K
ORG
31
Optimist Retirement Group
Washington
$675K -$34.3K -776 -5%
GCP
32
Gill Capital Partners
Colorado
$665K
WCG
33
Weaver Consulting Group
California
$641K
BPA
34
Beacon Pointe Advisors
California
$631K -$139K -3,140 -18%
BCM
35
Brookstone Capital Management
Illinois
$620K -$9.15K -207 -1%
AFGAS
36
Allegiance Financial Group Advisory Services
Virginia
$588K
MPCL
37
My Personal CFO LLC
Washington
$583K +$575K +13,000 New
CA
38
COFG Advisors
Illinois
$581K +$573K +12,954 New
AWM
39
AE Wealth Management
Kansas
$570K -$6.89K -156 -1%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$556K
AWA
41
Arete Wealth Advisors
Illinois
$536K -$5.04K -114 -0.9%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$512K -$124K -2,800 -20%
AAP
43
Arax Advisory Partners
Colorado
$504K +$497K +11,236 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$497K +$30.8K +697 +7%
SPC
45
Sigma Planning Corp
Michigan
$483K -$13.7K -310 -3%
SCA
46
Snowden Capital Advisors
New York
$472K
FCFC
47
First Commonwealth Financial Corp
Pennsylvania
$444K -$166K -3,750 -27%
SWA
48
Stratos Wealth Advisors
Ohio
$426K -$14.4K -325 -3%
BWM
49
BCS Wealth Management
Tennessee
$403K +$167K +3,774 +72%
OCM
50
Orion Capital Management
California
$390K