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Innovator US Equity 5 to 15 Buffer ETF Quarterly

49 hedge funds and large institutions have $100M invested in Innovator US Equity 5 to 15 Buffer ETF Quarterly in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

9% more funds holding

Funds holding: 4549 (+4)

3.97% more ownership

Funds ownership: 77.88%81.85% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $105M → $100M (-$4.96M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
13
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1
Bullseye Investment Management
Ohio
$27.1M
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$15M +$3.45M +110,388 +32%
3AM
3
3EDGE Asset Management
Florida
$9.33M -$1.63M -52,200 -15%
SW
4
SMART Wealth
Nebraska
$7.79M -$5.53M -177,190 -43%
BCI
5
Brinker Capital Investments
Pennsylvania
$6.62M +$3.93M +125,838 +163%
MA
6
Mutual Advisors
Nebraska
$3.65M +$1.2M +38,493 +54%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.37M +$296K +9,488 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.25M -$5.66M -181,351 -65%
Raymond James Financial
9
Raymond James Financial
Florida
$3.1M -$2.65M -85,003 -47%
OMC
10
Old Mission Capital
Illinois
$1.52M +$1.46M +46,636 New
EMAM
11
Encompass More Asset Management
California
$1.46M +$297K +9,508 +27%
T
12
Tableaux
Massachusetts
$1.3M +$1.24M +39,794 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.29M -$1.93M -61,691 -61%
AAS
14
Ameritas Advisory Services
Nebraska
$1.22M -$875K -28,031 -43%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.14M +$699K +22,395 +180%
RA
16
RFG Advisory
Alabama
$1.11M -$44K -1,409 -4%
LJCM
17
Lee Johnson Capital Management
Texas
$1.06M +$1.02M +32,632 New
HI
18
Harbour Investments
Wisconsin
$934K -$11.6K -370 -1%
TWP
19
Triad Wealth Partners
Kansas
$914K +$432K +13,846 +97%
HighTower Advisors
20
HighTower Advisors
Illinois
$811K
BEI
21
Benjamin Edwards Inc
Missouri
$638K +$611K +19,574 New
SMC
22
Smith, Moore & Co
Missouri
$606K +$35.9K +1,150 +7%
BIG
23
Brookwood Investment Group
Arizona
$585K +$177K +5,674 +46%
IFG
24
Independent Financial Group
California
$558K -$671K -21,486 -56%
VWA
25
Visionary Wealth Advisors
Illinois
$484K -$599K -19,193 -56%

EALT Hedge Fund Activity: Q2 2025 in Review

49 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) for Q2 2025, worth a combined $100M — down 4.7% from $105M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EALT positions and 8 closed out — a net gain of 6 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $3.93M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.66M.

  • 49 institutional investors held Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) as of Q2 2025, up from 45 in Q1 2025.
  • Funds reported $100M of Innovator US Equity 5 to 15 Buffer ETF Quarterly stock for Q2 2025, down 4.7% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity 5 to 15 Buffer ETF Quarterly positions in Q2 2025 and 8 closed out, a net change of +6 holders.
  • The largest Innovator US Equity 5 to 15 Buffer ETF Quarterly buyer in Q2 2025 was Brinker Capital Investments, an estimated $3.93M added.
  • The largest Innovator US Equity 5 to 15 Buffer ETF Quarterly seller in Q2 2025 was Commonwealth Equity Services, an estimated $5.66M sold.

Based on aggregated 13F filings for Q2 2025.