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Innovator US Equity Buffer ETF May

84 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 12 funds opening new positions, 9 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
Truist Financial
26
Truist Financial
North Carolina
$876K
LF
27
Lantz Financial
Illinois
$853K
OWA
28
Outlook Wealth Advisors
Texas
$820K
W
29
WPWealth
Texas
$752K
WCM
30
Weaver Capital Management
Georgia
$750K
ORG
31
Optimist Retirement Group
Washington
$675K
GCP
32
Gill Capital Partners
Colorado
$665K
WCG
33
Weaver Consulting Group
California
$641K
BPA
34
Beacon Pointe Advisors
California
$631K
BCM
35
Brookstone Capital Management
Illinois
$620K
AFGAS
36
Allegiance Financial Group Advisory Services
Virginia
$588K
MPCL
37
My Personal CFO LLC
Washington
$583K
CA
38
COFG Advisors
Illinois
$581K
AWM
39
AE Wealth Management
Kansas
$570K
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$556K
AWA
41
Arete Wealth Advisors
Illinois
$536K
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$512K
AAP
43
Arax Advisory Partners
Colorado
$504K
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$497K
SPC
45
Sigma Planning Corp
Michigan
$483K
SCA
46
Snowden Capital Advisors
New York
$472K
FCFC
47
First Commonwealth Financial Corp
Pennsylvania
$444K
SWA
48
Stratos Wealth Advisors
Ohio
$426K
BWM
49
BCS Wealth Management
Tennessee
$403K
OCM
50
Orion Capital Management
California
$390K