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Innovator Equity Dual Directional 15 Buffer ETF - July

50 hedge funds and large institutions have $44.9M invested in Innovator Equity Dual Directional 15 Buffer ETF - July in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

4% more funds holding

Funds holding: 4850 (+2)

2.12% more ownership

Funds ownership: 55.11%57.23% (+2.1%)

10% less capital invested

Capital invested by funds: $50.1M → $44.9M (-$5.2M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.35M -$96K -4,725 -2%
SEP
2
Southland Equity Partners
Missouri
$3.49M
HI
3
Harbour Investments
Wisconsin
$3.44M -$3.02M -148,522 -47%
IA
4
IFP Advisors
Florida
$3.22M -$10K -494 -0.3%
SPC
5
Sigma Planning Corp
Michigan
$3.09M -$595K -29,276 -16%
CA
6
Corrado Advisors
New Jersey
$2.85M -$13K -639 -0.5%
WFP
7
Welch Financial Planning
Colorado
$2.55M +$2.52M +124,233 New
DI
8
Diligent Investors
California
$2.38M -$10.2K -503 -0.4%
RGF
9
Retirement Guys Formula
Ohio
$1.33M +$118K +5,798 +10%
NA
10
NewEdge Advisors
Louisiana
$1.16M -$40.6K -2,000 -3%
BEI
11
Benjamin Edwards Inc
Missouri
$1.09M +$24K +1,180 +2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1M -$602K -29,628 -38%
WIA
13
World Investment Advisors
California
$983K +$510K +25,114 +110%
SWM
14
SeaCrest Wealth Management
New York
$931K
KWM
15
KFG Wealth Management
Indiana
$922K +$5.02K +247 +0.6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$899K
SOS
17
Silver Oak Securities
Tennessee
$811K
AA
18
ACT Advisors
North Carolina
$777K +$153K +7,547 +25%
CPA
19
Clear Point Advisors
New York
$686K -$24.8K -1,220 -4%
MMA
20
Miracle Mile Advisors
California
$652K
SB
21
Strategic Blueprint
Georgia
$648K -$473K -23,276 -42%
KAS
22
Kestra Advisory Services
Texas
$561K +$34.1K +1,681 +7%
BW
23
BIP Wealth
Georgia
$557K +$551K +27,108 New
RCWM
24
Red Crane Wealth Management
California
$550K -$25.4K -1,249 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$545K +$93.7K +4,613 +21%