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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
PCM
1
Penserra Capital Management
California
$18.4M
Raymond James Financial
2
Raymond James Financial
Florida
$9.37M
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$9M
Osaic Holdings
4
Osaic Holdings
Arizona
$5.25M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.92M
Cerity Partners
6
Cerity Partners
New York
$4.36M
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$3.1M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.7M
MML Investors Services
9
MML Investors Services
Massachusetts
$2M
FFN
10
Focus Financial Network
Minnesota
$1.97M
BCM
11
Beck Capital Management
Texas
$1.86M
CWM
12
Collaborative Wealth Management
Florida
$1.82M
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.79M
IIA
14
Integral Investment Advisors
California
$1.68M
KAS
15
Kestra Advisory Services
Texas
$1.66M
TWM
16
TopTier Wealth Management
Wisconsin
$1.65M
SWM
17
Spire Wealth Management
Virginia
$1.46M
HighTower Advisors
18
HighTower Advisors
Illinois
$1.43M
CPIG
19
Chicago Partners Investment Group
Illinois
$1.41M
IA
20
Integrity Alliance
Iowa
$1.24M
S
21
SignatureFD
Georgia
$1.22M
MWM
22
Maltin Wealth Management
New Jersey
$1.17M
FFA
23
Fragasso Financial Advisors
Pennsylvania
$1.03M
LPL Financial
24
LPL Financial
California
$925K
DFA
25
DHJJ Financial Advisors
Illinois
$925K