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Innovator Buffer Step-Up Strategy ETF

40 hedge funds and large institutions have $45M invested in Innovator Buffer Step-Up Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

9% less capital invested

Capital invested by funds: $49.3M → $45M (-$4.32M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
40
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
DBRC
1
D.B. Root & Company
Pennsylvania
$7.6M
SS
2
Sunbelt Securities
Texas
$7.56M
RC
3
Rovin Capital
Arizona
$3.6M
CA
4
Cambridge Advisors
Nebraska
$3.03M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.98M
NFG
6
Nations Financial Group
Iowa
$2.28M
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$1.74M
CTFG
8
Capstone Triton Financial Group
Oklahoma
$1.5M
LPL Financial
9
LPL Financial
California
$1.24M
CIAS
10
Capital Investment Advisory Services
North Carolina
$1.22M
VCWM
11
Vista Cima Wealth Management
Arizona
$1.19M
OFP
12
OFC Financial Planning
New Jersey
$1.05M
BCM
13
Brookstone Capital Management
Illinois
$973K
FIM
14
Freedom Investment Management
Connecticut
$936K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$920K
HighTower Advisors
16
HighTower Advisors
Illinois
$885K
OMC
17
Old Mission Capital
Illinois
$873K
KF
18
Krilogy Financial
Missouri
$757K
PS
19
Principal Securities
Iowa
$619K
SEIA
20
Signature Estate & Investment Advisors
California
$596K
Citadel Advisors
21
Citadel Advisors
Florida
$551K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$532K
BFC
23
Bedel Financial Consulting
Indiana
$357K
MFG
24
Merit Financial Group
Georgia
$356K
DWM
25
Diversify Wealth Management
Utah
$303K