KJUL icon

Innovator US Small Cap Power Buffer ETF July
KJUL

Overview Fund Activity

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
Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
15
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
L.J. Altfest & Co
New York
+$10.2M
2
CIAS
Capital Investment Advisory Services
North Carolina
+$1.04M
3
FFS
Founders Financial Securities
Maryland
+$421K
4
GI
Gradient Investments
Minnesota
+$327K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$239K

Top Sellers

1
ODFS
O'Donnell Financial Services
California
-$16.6M
2
AF
Allworth Financial
California
-$13.4M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.21M
4
RA
RFG Advisory
Alabama
-$2.24M
5
WTFG
Wood Tarver Financial Group
Idaho
-$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$945K -$629K -22,503 -40%
LIWM
27
Long Island Wealth Management
New York
$916K – – –
AAS
28
Avantax Advisory Services
Texas
$912K -$28.9K -1,034 -3%
GCP
29
Gill Capital Partners
Colorado
$907K -$83.9K -3,000 -8%
WTFG
30
Wood Tarver Financial Group
Idaho
$889K -$1.41M -50,353 -61%
LPL Financial
31
LPL Financial
California
$846K -$28.4K -1,014 -3%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$815K -$12.6K -450 -2%
MW
33
Marcum Wealth
Ohio
$738K – – –
W
34
WorthPointe
California
$723K – – –
GSIS
35
Global Strategic Investment Solutions
Arizona
$711K +$8.84K +316 +1%
Truist Financial
36
Truist Financial
North Carolina
$701K -$12K -429 -2%
DFA
37
DHJJ Financial Advisors
Illinois
$672K -$30.9K -1,105 -4%
CAL
38
Capital Analysts LLC
Pennsylvania
$620K +$197K +7,038 +47%
IA
39
IFP Advisors
Florida
$596K +$28K +1,000 +5%
TWM
40
Tradition Wealth Management
Minnesota
$527K -$14.8K -529 -3%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$486K -$2.18K -78 -0.4%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$481K -$281K -10,037 -37%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$468K +$14.1K +504 +3%
CPIG
44
Chicago Partners Investment Group
Illinois
$465K -$26.3K -950 -5%
WA
45
Wealth Alliance
New York
$421K -$60.1K -2,150 -13%
FFS
46
Founders Financial Securities
Maryland
$421K +$421K +15,243 New
MML Investors Services
47
MML Investors Services
Massachusetts
$407K +$22.2K +793 +6%
OMC
48
Old Mission Capital
Illinois
$369K -$307K -10,989 -45%
APW
49
Atlantic Private Wealth
North Carolina
$363K +$208K +7,448 +135%
OWA
50
Outlook Wealth Advisors
Texas
$355K – – –
1
2
3 4