KJUL icon

Innovator US Small Cap Power Buffer ETF July

79 hedge funds and large institutions have $83.2M invested in Innovator US Small Cap Power Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$1.1M
JCM
27
Jacobi Capital Management
Pennsylvania
$1.03M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.01M
GCP
29
Gill Capital Partners
Colorado
$946K
AAS
30
Avantax Advisory Services
Texas
$835K
IA
31
IFP Advisors
Florida
$790K
W
32
WorthPointe
California
$755K
Truist Financial
33
Truist Financial
North Carolina
$729K
DFA
34
DHJJ Financial Advisors
Illinois
$727K
WTFG
35
Wood Tarver Financial Group
Idaho
$705K
SPWM
36
Straight Path Wealth Management
Michigan
$670K
GSIS
37
Global Strategic Investment Solutions
Arizona
$653K
CAL
38
Capital Analysts LLC
Pennsylvania
$630K
FFS
39
Founders Financial Securities
Maryland
$590K
TWM
40
Tradition Wealth Management
Minnesota
$535K
CPIG
41
Chicago Partners Investment Group
Illinois
$501K
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$497K
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$464K
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$451K
WA
45
Wealth Alliance
New York
$439K
MML Investors Services
46
MML Investors Services
Massachusetts
$420K
UBS Group
47
UBS Group
Switzerland
$375K
OWA
48
Outlook Wealth Advisors
Texas
$371K
FA
49
FSA Advisors
Michigan
$347K
LBC
50
Leigh Baldwin & Co
New York
$327K