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Innovator US Equity Buffer ETF October

119 hedge funds and large institutions have $223M invested in Innovator US Equity Buffer ETF October in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 20

45% more capital invested

Capital invested by funds: $154M → $223M (+$69.6M)

34% more funds holding

Funds holding: 89119 (+30)

6.52% more ownership

Funds ownership: 66.96%73.48% (+6.5%)

Holders
119
Holders Change
+30
Holders Change %
+33.71%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
35
Increased
38
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$28.5M +$27.8M +569,240 +8,824%
CA
2
COFG Advisors
Illinois
$18.6M +$18.4M +377,098 New
PCM
3
Penserra Capital Management
California
$18.5M -$781K -15,988 -4%
IIA
4
Integral Investment Advisors
California
$14.1M +$907K +18,584 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.5M -$2.05M -41,978 -13%
Cerity Partners
6
Cerity Partners
New York
$9.91M +$4.73M +96,946 +94%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.22M +$217K +4,446 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.7M +$607K +12,439 +9%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$7.46M -$241K -4,944 -3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$6.63M +$60.3K +1,235 +0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.91M +$238K +4,881 +4%
LPL Financial
12
LPL Financial
California
$3.78M +$184K +3,777 +5%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.74M +$2.58M +52,774 +231%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$3.4M +$147K +3,001 +5%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$3.3M -$1.29M -26,385 -28%
KAS
16
Kestra Advisory Services
Texas
$3.29M -$200K -4,106 -6%
BMM
17
Berkshire Money Management
Massachusetts
$2.75M -$38.5K -789 -1%
Raymond James Financial
18
Raymond James Financial
Florida
$2.62M +$693K +14,189 +36%
W
19
Wealthquest
Ohio
$2.2M -$70.9K -1,452 -3%
GAA
20
Global Assets Advisory
Florida
$2.05M -$7.91K -162 -0.4%
BPA
21
Beacon Pointe Advisors
California
$2.05M +$48.4K +991 +2%
HWM
22
HFG Wealth Management
Texas
$2M +$14.7K +302 +0.8%
FA
23
FSA Advisors
Michigan
$1.97M +$43.1K +883 +2%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$1.88M -$31.9K -654 -2%
DAS
25
Diversify Advisory Services
Utah
$1.87M +$3.91K +80 +0.2%