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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
PCM
1
Penserra Capital Management
California
$18.2M
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$9.25M
Raymond James Financial
3
Raymond James Financial
Florida
$8.16M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.28M
Osaic Holdings
5
Osaic Holdings
Arizona
$5.44M
Cerity Partners
6
Cerity Partners
New York
$4.17M
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$3.07M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.03M
FFN
9
Focus Financial Network
Minnesota
$1.93M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.89M
MML Investors Services
11
MML Investors Services
Massachusetts
$1.87M
BCM
12
Beck Capital Management
Texas
$1.86M
CWM
13
Collaborative Wealth Management
Florida
$1.77M
IIA
14
Integral Investment Advisors
California
$1.64M
KAS
15
Kestra Advisory Services
Texas
$1.62M
CPIG
16
Chicago Partners Investment Group
Illinois
$1.45M
SWM
17
Spire Wealth Management
Virginia
$1.42M
HighTower Advisors
18
HighTower Advisors
Illinois
$1.4M
S
19
SignatureFD
Georgia
$1.2M
FPAS
20
Focus Partners Advisor Solutions
Missouri
$1.16M
MWM
21
Maltin Wealth Management
New Jersey
$1.15M
OMC
22
Old Mission Capital
Illinois
$1.07M
FFA
23
Fragasso Financial Advisors
Pennsylvania
$1.02M
LPL Financial
24
LPL Financial
California
$978K
DFA
25
DHJJ Financial Advisors
Illinois
$919K