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Innovator Buffer Step-Up Strategy ETF

36 hedge funds and large institutions have $49.3M invested in Innovator Buffer Step-Up Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

8% more capital invested

Capital invested by funds: $45.8M → $49.3M (+$3.59M)

4.83% more ownership

Funds ownership: 67.8%72.62% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 3936 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
16
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
1
Sunbelt Securities
Texas
$8.6M +$1.28M +38,300 +17%
BCM
2
Brookstone Capital Management
Illinois
$8.13M +$368K +11,009 +5%
DBRC
3
D.B. Root & Company
Pennsylvania
$6.15M +$446K +13,348 +8%
RC
4
Rovin Capital
Arizona
$3.53M +$3.65M +109,134 New
CA
5
Cambridge Advisors
Nebraska
$2.93M -$10.2K -304 -0.3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.75M +$259K +7,741 +10%
NFG
7
Nations Financial Group
Iowa
$1.92M +$245K +7,334 +14%
VBFP
8
Valtinson Bruner Financial Planning
Minnesota
$1.63M -$1.67K -50 -0.1%
CIAS
9
Capital Investment Advisory Services
North Carolina
$1.4M -$19.9K -595 -1%
LPL Financial
10
LPL Financial
California
$1.16M -$291K -8,717 -20%
VCWM
11
Vista Cima Wealth Management
Arizona
$1.07M -$11.2K -336 -1%
OFP
12
OFC Financial Planning
New Jersey
$981K +$13.8K +414 +1%
FIM
13
Freedom Investment Management
Connecticut
$931K +$157K +4,706 +20%
HighTower Advisors
14
HighTower Advisors
Illinois
$814K +$25.7K +770 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$809K +$23.7K +710 +3%
OMC
16
Old Mission Capital
Illinois
$740K +$436K +13,045 +133%
JP Morgan Chase
17
JP Morgan Chase
New York
$712K +$659K +19,742 +864%
KF
18
Krilogy Financial
Missouri
$709K
PS
19
Principal Securities
Iowa
$683K
SEIA
20
Signature Estate & Investment Advisors
California
$574K +$52.5K +1,571 +10%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$516K -$512K -15,332 -49%
MFG
22
Merit Financial Group
Georgia
$466K -$86.4K -2,586 -15%
BFC
23
Bedel Financial Consulting
Indiana
$398K -$22.4K -670 -5%
Citadel Advisors
24
Citadel Advisors
Florida
$366K +$97.9K +2,931 +35%
DWM
25
Diversify Wealth Management
Utah
$294K -$7.21K -216 -2%

BSTP Hedge Fund Activity: Q1 2025 in Review

36 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Innovator Buffer Step-Up Strategy ETF (BSTP) for Q1 2025, worth a combined $49.3M — up 7.8% from $45.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BSTP and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was Rovin Capital, opening a new position worth an estimated $3.65M. The largest seller was Susquehanna International Group, cutting an estimated $512K.

  • 36 institutional investors held Innovator Buffer Step-Up Strategy ETF (BSTP) as of Q1 2025, down from 39 in Q4 2024.
  • Funds reported $49.3M of Innovator Buffer Step-Up Strategy ETF stock for Q1 2025, up 7.8% quarter-over-quarter.
  • 2 funds opened new Innovator Buffer Step-Up Strategy ETF positions in Q1 2025 and 4 closed out, a net change of -2 holders.
  • The largest Innovator Buffer Step-Up Strategy ETF buyer in Q1 2025 was Rovin Capital, an estimated $3.65M added.
  • The largest Innovator Buffer Step-Up Strategy ETF seller in Q1 2025 was Susquehanna International Group, an estimated $512K sold.

Based on aggregated 13F filings for Q1 2025.