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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
CA
51
CoreCap Advisors
Michigan
$369K -$11.8K -268 -3%
SAM
52
Secure Asset Management
Michigan
$362K -$58.8K -1,330 -14%
CW
53
CreativeOne Wealth
Kansas
$347K +$575 +13 +0.2%
AF
54
Allworth Financial
California
$340K
MFG
55
Merit Financial Group
Georgia
$326K +$322K +7,276 New
KCM
56
Kathmere Capital Management
Pennsylvania
$314K -$3.05K -69 -1%
BA
57
Bluesphere Advisors
Pennsylvania
$305K
SIA
58
Soltis Investment Advisors
Utah
$294K
CPA
59
Clear Point Advisors
New York
$276K -$17.7K -400 -6%
PFM
60
Phillips Financial Management
Indiana
$274K
BMM
61
Berkshire Money Management
Massachusetts
$272K +$268K +6,072 New
CVA
62
Central Valley Advisors
California
$254K
PS
63
Principal Securities
Iowa
$254K
FA
64
FSA Advisors
Michigan
$244K -$1.46K -33 -0.6%
FIA
65
Foundations Investment Advisors
Arizona
$224K -$23.7K -537 -10%
BRPW
66
Ballast Rock Private Wealth
South Carolina
$214K +$212K +4,786 New
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
NSG
72
Nalls Sherbakoff Group
Tennessee
$71.7K
Morgan Stanley
73
Morgan Stanley
New York
$67.2K +$33.1K +750 +100%
KFAS
74
Keating Financial Advisory Services
Kansas
$42K +$41.5K +938 New
HI
75
Harbour Investments
Wisconsin
$36.9K -$153K -3,470 -81%