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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
CA
51
CoreCap Advisors
Michigan
$369K
SAM
52
Secure Asset Management
Michigan
$362K
CW
53
CreativeOne Wealth
Kansas
$347K
AF
54
Allworth Financial
California
$340K
MFG
55
Merit Financial Group
Georgia
$326K
KCM
56
Kathmere Capital Management
Pennsylvania
$314K
BA
57
Bluesphere Advisors
Pennsylvania
$305K
SIA
58
Soltis Investment Advisors
Utah
$294K
CPA
59
Clear Point Advisors
New York
$276K
PFM
60
Phillips Financial Management
Indiana
$274K
BMM
61
Berkshire Money Management
Massachusetts
$272K
CVA
62
Central Valley Advisors
California
$254K
PS
63
Principal Securities
Iowa
$254K
FA
64
FSA Advisors
Michigan
$244K
FIA
65
Foundations Investment Advisors
Arizona
$224K
BRPW
66
Ballast Rock Private Wealth
South Carolina
$214K
William Blair & Company
67
William Blair & Company
Illinois
$166K
AGWCA
68
Annis Gardner Whiting Capital Advisors
Florida
$102K
SPIA
69
Steward Partners Investment Advisory
New York
$94.2K
IA
70
IFP Advisors
Florida
$90.3K
IF
71
Integrity Financial
Wyoming
$73K
Morgan Stanley
72
Morgan Stanley
New York
$67.2K
KFAS
73
Keating Financial Advisory Services
Kansas
$42K
HI
74
Harbour Investments
Wisconsin
$36.9K
CFG
75
Chapman Financial Group
Hawaii
$35.9K