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 %
CWG
51
Crown Wealth Group
North Carolina
$344K -$248K -8,885 -42%
FA
52
FSA Advisors
Michigan
$342K -$5.48K -196 -2%
WFS
53
WealthGarden F.S.
California
$321K – – –
VBFP
54
Valtinson Bruner Financial Planning
Minnesota
$317K -$112 -4 -0%
MFS
55
Miller Financial Services
Michigan
$308K – – –
KWM
56
Kingsview Wealth Management
Oregon
$307K +$41.8K +1,496 +16%
SS
57
Sunbelt Securities
Texas
$297K -$5.59K -200 -2%
NAM
58
NorthCrest Asset Manangement
Minnesota
$291K -$59.2K -2,116 -17%
SAG
59
SageView Advisory Group
California
$280K -$128K -4,590 -31%
LBC
60
Leigh Baldwin & Co
New York
$271K -$25.2K -900 -8%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$267K -$17K -609 -6%
WW
62
Winnow Wealth
Texas
$238K -$13.6K -486 -5%
AWS
63
Atria Wealth Solutions
New York
$217K -$62.7K -2,243 -22%
BWM
64
BCGM Wealth Management
Indiana
$213K – – –
UBS Group
65
UBS Group
Switzerland
$211K +$211K +7,554 New
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$211K +$14K +500 +7%
BWM
67
BCS Wealth Management
Tennessee
$206K -$42.3K -1,511 -17%
AF
68
Allworth Financial
California
$180K -$13.4M -486,150 -99%
HI
69
Harbour Investments
Wisconsin
$173K -$2.38K -85 -1%
CCM
70
Coldstream Capital Management
Washington
$122K +$122K +4,367 New
MFS
71
Mattson Financial Services
Michigan
$103K +$103K +3,674 New
SPIA
72
Steward Partners Investment Advisory
New York
$64.9K -$23.6K -843 -27%
IMC
73
Investment Management Corporation
Virginia
$53K – – –
PP
74
PFS Partners
New Jersey
$36.6K +$3.5K +125 +11%
CFS
75
Compass Financial Services
Iowa
$32.8K +$32.8K +1,174 New
1 2
3
4