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Innovator US Equity 5 to 15 Buffer ETF Quarterly

52 hedge funds and large institutions have $116M invested in Innovator US Equity 5 to 15 Buffer ETF Quarterly in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $100M → $116M (+$15.9M)

6.92% more ownership

Funds ownership: 81.85%88.77% (+6.9%)

6% more funds holding

Funds holding: 4952 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
27
Reduced
9
Closed
7
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
$16M +$157K +4,682 +1%
MA
3
Mutual Advisors
Nebraska
$8.55M +$4.57M +136,170 +124%
BCI
4
Brinker Capital Investments
Pennsylvania
$8.09M +$1.04M +30,920 +15%
SW
5
SMART Wealth
Nebraska
$7.3M -$938K -27,924 -12%
Raymond James Financial
6
Raymond James Financial
Florida
$5.8M +$2.44M +72,786 +77%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.15M +$686K +20,427 +20%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.96M +$377K +11,237 +11%
BCM
9
Brookstone Capital Management
Illinois
$3.77M +$3.25M +96,676 +777%
IWM
10
IHT Wealth Management
Illinois
$2.36M +$2.25M +67,075 New
T
11
Tableaux
Massachusetts
$2.14M +$742K +22,102 +56%
AI
12
Atria Investments
North Carolina
$1.96M +$1.9M +56,693 New
TWP
13
Triad Wealth Partners
Kansas
$1.83M +$841K +25,041 +89%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.79M +$423K +12,598 +32%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.74M +$521K +15,519 +45%
FFA
16
Farther Finance Advisors
California
$1.67M +$1.62M +48,125 +16,595%
EMAM
17
Encompass More Asset Management
California
$1.61M +$58K +1,726 +4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.44M +$1.15M +34,185 +451%
RA
19
RFG Advisory
Alabama
$1.15M -$31.2K -929 -3%
LJCM
20
Lee Johnson Capital Management
Texas
$1.13M
HI
21
Harbour Investments
Wisconsin
$972K -$17.8K -530 -2%
BFWM
22
Bright Futures Wealth Management
New York
$954K +$927K +27,602 New
BIG
23
Brookwood Investment Group
Arizona
$953K +$323K +9,631 +54%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$867K +$375K +11,165 +80%
HighTower Advisors
25
HighTower Advisors
Illinois
$860K

EALT Hedge Fund Activity: Q3 2025 in Review

52 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) for Q3 2025, worth a combined $116M — up 16% from $100M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EALT positions and 7 closed out — a net gain of 3 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Mutual Advisors, adding an estimated $4.57M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $9.33M sold.

  • 52 institutional investors held Innovator US Equity 5 to 15 Buffer ETF Quarterly (EALT) as of Q3 2025, up from 49 in Q2 2025.
  • Funds reported $116M of Innovator US Equity 5 to 15 Buffer ETF Quarterly stock for Q3 2025, up 16% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity 5 to 15 Buffer ETF Quarterly positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Innovator US Equity 5 to 15 Buffer ETF Quarterly buyer in Q3 2025 was Mutual Advisors, an estimated $4.57M added.
  • The largest Innovator US Equity 5 to 15 Buffer ETF Quarterly seller in Q3 2025 was 3EDGE Asset Management, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2025.