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Innovator US Equity 5 to 15 Buffer ETF Quarterly

45 hedge funds and large institutions have $105M invested in Innovator US Equity 5 to 15 Buffer ETF Quarterly in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

52% more capital invested

Capital invested by funds: $69.3M → $105M (+$36.2M)

50% more funds holding

Funds holding: 3045 (+15)

8.64% more ownership

Funds ownership: 69.24%77.88% (+8.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
18
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cambridge Advisors
Nebraska
$429K +$22.6K +700 +5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$384K +$70.9K +2,193 +21%
BIG
28
Brookwood Investment Group
Arizona
$377K +$397K +12,271 New
JP Morgan Chase
29
JP Morgan Chase
New York
$335K +$352K +10,887 New
PWPS
30
Pinnacle Wealth Planning Services
Ohio
$265K -$12.3K -380 -4%
KAS
31
Kestra Advisory Services
Texas
$260K +$11.5K +357 +4%
FHC
32
First Heartland Consultants
Missouri
$258K +$3.33K +103 +1%
CA
33
Claro Advisors
Massachusetts
$247K +$259K +8,020 New
BCM
34
Brookstone Capital Management
Illinois
$245K -$28.6K -886 -10%
Citadel Advisors
35
Citadel Advisors
Florida
$232K -$15.7K -487 -6%
SPIA
36
Steward Partners Investment Advisory
New York
$223K +$47.1K +1,458 +25%
SS
37
Sunbelt Securities
Texas
$159K +$6.46K +200 +4%
UBS Group
38
UBS Group
Switzerland
$138K +$145K +4,496 New
HNB
39
Huntington National Bank
Ohio
$74.3K
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$52.7K -$1.63M -50,392 -97%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$39K +$40.5K +1,253 New
NWMP
42
Noble Wealth Management PBC
Colorado
$24.6K
Jones Financial Companies
43
Jones Financial Companies
Missouri
$24.2K +$25.4K +785 New
FNWA
44
Financial Network Wealth Advisors
Utah
$13.5K +$14.2K +439 New
Barclays
45
Barclays
United Kingdom
$6.27K +$6.59K +204 New
AWM
46
AE Wealth Management
Kansas
$4.3K +$4.53K +140 New
FCFC
47
First Commonwealth Financial Corp
Pennsylvania
-$201K -6,228 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
-$80.7K -2,441 Closed
AWM
49
Avior Wealth Management
Nebraska
-$74.6K -2,314 Closed

EALT Hedge Fund Activity: Q1 2025 in Review

45 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) for Q1 2025, worth a combined $105M — up 52% from $69.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EALT positions and 3 closed out — a net gain of 15 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $10.9M. The largest seller was Susquehanna International Group, cutting an estimated $2.06M.

  • 45 institutional investors held Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) as of Q1 2025, up from 30 in Q4 2024.
  • Funds reported $105M of Innovator US Equity 5 to 15 Buffer ETF Quarterly stock for Q1 2025, up 52% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity 5 to 15 Buffer ETF Quarterly positions in Q1 2025 and 3 closed out, a net change of +15 holders.
  • The largest Innovator US Equity 5 to 15 Buffer ETF Quarterly buyer in Q1 2025 was 3EDGE Asset Management, an estimated $10.9M added.
  • The largest Innovator US Equity 5 to 15 Buffer ETF Quarterly seller in Q1 2025 was Susquehanna International Group, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2025.