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Innovator US Small Cap Power Buffer ETF July
KJUL

86 hedge funds and large institutions have $100M invested in Innovator US Small Cap Power Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $98.8M → $100M (+$1.15M)

0.76% more ownership

Funds ownership: 62.91% → 63.66% (+0.76%)

0% more funds holding

Funds holding: 86 → 86 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

55% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 33

Holders
86
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
15
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$1.42M
2
CAG
Compass Advisory Group
New York
+$475K
3
BWM
BCS Wealth Management
Tennessee
+$445K
4
LPL Financial
LPL Financial
California
+$345K
5
WIA
World Investment Advisors
California
+$316K

Top Sellers

1
CSP
Cary Street Partners
Virginia
-$1.58M
2
CA
Corrado Advisors
New Jersey
-$750K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$624K
4
XF
XML Financial
Maryland
-$526K
5
LC
Luminist Capital
Michigan
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
26
Gill Capital Partners
Colorado
$1.03M – – –
FFS
27
Founders Financial Securities
Maryland
$940K +$131K +4,172 +16%
BWM
28
BCS Wealth Management
Tennessee
$903K +$445K +14,238 +100%
Truist Financial
29
Truist Financial
North Carolina
$876K -$23.3K -745 -3%
IA
30
IFP Advisors
Florida
$832K -$100K -3,200 -11%
WTFG
31
Wood Tarver Financial Group
Idaho
$824K +$11.2K +359 +1%
W
32
WorthPointe
California
$812K – – –
DFA
33
DHJJ Financial Advisors
Illinois
$800K -$18.7K -598 -2%
SPWM
34
Straight Path Wealth Management
Michigan
$744K +$3.5K +112 +0.5%
MML Investors Services
35
MML Investors Services
Massachusetts
$706K +$115K +3,691 +20%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$694K -$342K -10,922 -33%
CA
37
Corrado Advisors
New Jersey
$682K -$750K -23,976 -53%
GSIS
38
Global Strategic Investment Solutions
Arizona
$673K -$1.85K -59 -0.3%
CAL
39
Capital Analysts LLC
Pennsylvania
$670K -$2.03K -65 -0.3%
TWM
40
Tradition Wealth Management
Minnesota
$581K – – –
CPIG
41
Chicago Partners Investment Group
Illinois
$545K – – –
GTWM
42
Global Trust Wealth Management
Florida
$539K +$532K +17,000 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$534K -$17.1K -548 -3%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$523K – – –
WA
45
Wealth Alliance
New York
$515K – – –
KFAS
46
Keating Financial Advisory Services
Kansas
$462K +$456K +14,572 New
OWA
47
Outlook Wealth Advisors
Texas
$392K -$10.7K -342 -3%
FA
48
FSA Advisors
Michigan
$372K – – –
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$358K – – –
MFS
50
Miller Financial Services
Michigan
$347K – – –
1
2
3 4

KJUL Hedge Fund Activity: Q4 2025 in Review

86 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q4 2025, worth a combined $100M — up 1.2% from $98.8M a quarter earlier.

Fund positioning in KJUL was balanced in Q4 2025: 9 funds opened new positions, 9 closed out, 15 added to existing stakes and 33 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.42M. The largest seller was Cary Street Partners, cutting an estimated $1.58M.

  • 86 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $100M of Innovator US Small Cap Power Buffer ETF July stock for Q4 2025, up 1.2% quarter-over-quarter.
  • 9 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q4 2025 and 9 closed out, a net change of 0 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q4 2025 was Old Mission Capital, an estimated $1.42M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q4 2025 was Cary Street Partners, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2025.