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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
BIM
1
Bullseye Investment Management
Ohio
$27.1M +$2.76M +85,247 +11%
SW
2
SMART Wealth
Nebraska
$12.8M -$455K -14,064 -3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$10.7M +$7.36M +227,817 +188%
3AM
4
3EDGE Asset Management
Florida
$10.4M +$10.9M +338,470 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.64M +$6.34M +196,119 +231%
Raymond James Financial
6
Raymond James Financial
Florida
$5.54M +$1.43M +44,267 +33%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.11M +$2.08M +64,221 +173%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.89M +$1.57M +48,511 +107%
BCI
9
Brinker Capital Investments
Pennsylvania
$2.38M +$2.5M +77,383 New
OPS
10
Orion Portfolio Solutions
Nebraska
$2.38M +$2.5M +77,383 New
MA
11
Mutual Advisors
Nebraska
$2.17M +$239K +7,408 +12%
AAS
12
Ameritas Advisory Services
Nebraska
$2.02M +$150K +4,647 +8%
FF
13
Financial Futures
New Jersey
$1.51M +$36.7K +1,137 +2%
Jane Street
14
Jane Street
New York
$1.32M +$1.39M +43,084 New
IFG
15
Independent Financial Group
California
$1.19M -$67.9K -2,100 -5%
RA
16
RFG Advisory
Alabama
$1.09M +$1.15M +35,572 New
EMAM
17
Encompass More Asset Management
California
$1.08M +$848K +26,244 +290%
VWA
18
Visionary Wealth Advisors
Illinois
$1.05M +$1.1M +34,047 New
HI
19
Harbour Investments
Wisconsin
$893K +$502K +15,540 +115%
HighTower Advisors
20
HighTower Advisors
Illinois
$766K
SWP
21
Sagespring Wealth Partners
Tennessee
$651K +$684K +21,178 New
SMC
22
Smith, Moore & Co
Missouri
$537K +$63K +1,950 +13%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$491K -$2.06M -63,866 -80%
IWP
24
Insight Wealth Partners
Texas
$473K +$497K +15,381 New
TWP
25
Triad Wealth Partners
Kansas
$437K +$459K +14,210 New

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.