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Innovator US Small Cap Power Buffer ETF July

86 hedge funds and large institutions have $101M invested in Innovator US Small Cap Power Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

67% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 46

Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$945K
LIWM
27
Long Island Wealth Management
New York
$916K
AAS
28
Avantax Advisory Services
Texas
$912K
GCP
29
Gill Capital Partners
Colorado
$907K
WTFG
30
Wood Tarver Financial Group
Idaho
$889K
LPL Financial
31
LPL Financial
California
$846K
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$815K
MW
33
Marcum Wealth
Ohio
$738K
W
34
WorthPointe
California
$723K
GSIS
35
Global Strategic Investment Solutions
Arizona
$711K
Truist Financial
36
Truist Financial
North Carolina
$701K
DFA
37
DHJJ Financial Advisors
Illinois
$672K
CAL
38
Capital Analysts LLC
Pennsylvania
$620K
IA
39
IFP Advisors
Florida
$596K
TWM
40
Tradition Wealth Management
Minnesota
$527K
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$486K
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$481K
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$468K
CPIG
44
Chicago Partners Investment Group
Illinois
$465K
WA
45
Wealth Alliance
New York
$421K
FFS
46
Founders Financial Securities
Maryland
$421K
MML Investors Services
47
MML Investors Services
Massachusetts
$407K
OMC
48
Old Mission Capital
Illinois
$369K
APW
49
Atlantic Private Wealth
North Carolina
$363K
OWA
50
Outlook Wealth Advisors
Texas
$355K