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Innovator Buffer Step-Up Strategy ETF

40 hedge funds and large institutions have $47.7M invested in Innovator Buffer Step-Up Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more capital invested

Capital invested by funds: $45M → $47.7M (+$2.68M)

2.6% more ownership

Funds ownership: 81.99%84.59% (+2.6%)

0% more funds holding

Funds holding: 4040 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
12
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
1
Sunbelt Securities
Texas
$9.42M +$1.11M +31,330 +14%
DBRC
2
D.B. Root & Company
Pennsylvania
$7.85M -$148K -4,192 -2%
RC
3
Rovin Capital
Arizona
$3.72M -$59.8K -1,689 -2%
CA
4
Cambridge Advisors
Nebraska
$3.18M -$9.42K -266 -0.3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.96M -$170K -4,806 -6%
NFG
6
Nations Financial Group
Iowa
$2.71M +$310K +8,743 +13%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$1.83M -$2.48K -70 -0.1%
CTFG
8
Capstone Triton Financial Group
Oklahoma
$1.64M +$59.8K +1,689 +4%
VCWM
9
Vista Cima Wealth Management
Arizona
$1.37M +$109K +3,084 +9%
LPL Financial
10
LPL Financial
California
$1.32M +$20.7K +584 +2%
CIAS
11
Capital Investment Advisory Services
North Carolina
$1.3M +$10.7K +302 +0.9%
OFP
12
OFC Financial Planning
New Jersey
$1.09M -$17.3K -489 -2%
BCM
13
Brookstone Capital Management
Illinois
$1.01M -$15.8K -446 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$978K +$9.91K +280 +1%
HighTower Advisors
15
HighTower Advisors
Illinois
$937K +$4.89K +138 +0.5%
KF
16
Krilogy Financial
Missouri
$805K
Citadel Advisors
17
Citadel Advisors
Florida
$761K +$176K +4,972 +31%
SEIA
18
Signature Estate & Investment Advisors
California
$673K +$44.5K +1,256 +7%
PS
19
Principal Securities
Iowa
$646K -$5.35K -151 -0.8%
OMC
20
Old Mission Capital
Illinois
$506K -$402K -11,360 -45%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$505K -$53.6K -1,514 -10%
BFC
22
Bedel Financial Consulting
Indiana
$366K -$10.2K -289 -3%
MFG
23
Merit Financial Group
Georgia
$332K -$41.9K -1,182 -11%
KWM
24
KFG Wealth Management
Indiana
$304K +$8.04K +227 +3%
DWM
25
Diversify Wealth Management
Utah
$289K -$24.2K -683 -8%

BSTP Hedge Fund Activity: Q3 2025 in Review

40 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator Buffer Step-Up Strategy ETF (BSTP) for Q3 2025, worth a combined $47.7M — up 5.9% from $45M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BSTP positions and 1 closed out — a net gain of 1 holder — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Sunbelt Securities, adding an estimated $1.11M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $936K sold.

  • 40 institutional investors held Innovator Buffer Step-Up Strategy ETF (BSTP) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $47.7M of Innovator Buffer Step-Up Strategy ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 2 funds opened new Innovator Buffer Step-Up Strategy ETF positions in Q3 2025 and 1 closed out, a net change of +1 holder.
  • The largest Innovator Buffer Step-Up Strategy ETF buyer in Q3 2025 was Sunbelt Securities, an estimated $1.11M added.
  • The largest Innovator Buffer Step-Up Strategy ETF seller in Q3 2025 was Freedom Investment Management, an estimated $936K sold.

Based on aggregated 13F filings for Q3 2025.