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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
CWG
51
Crown Wealth Group
North Carolina
$344K
FA
52
FSA Advisors
Michigan
$342K
WFS
53
WealthGarden F.S.
California
$321K
VBFP
54
Valtinson Bruner Financial Planning
Minnesota
$317K
MFS
55
Miller Financial Services
Michigan
$308K
KWM
56
Kingsview Wealth Management
Oregon
$307K
SS
57
Sunbelt Securities
Texas
$297K
NAM
58
NorthCrest Asset Manangement
Minnesota
$291K
SAG
59
SageView Advisory Group
California
$280K
LBC
60
Leigh Baldwin & Co
New York
$271K
USCWA
61
U.S. Capital Wealth Advisors
Texas
$267K
WW
62
Winnow Wealth
Texas
$238K
AWS
63
Atria Wealth Solutions
New York
$217K
BWM
64
BCGM Wealth Management
Indiana
$213K
UBS Group
65
UBS Group
Switzerland
$211K
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$211K
BWM
67
BCS Wealth Management
Tennessee
$206K
AF
68
Allworth Financial
California
$180K
HI
69
Harbour Investments
Wisconsin
$173K
CCM
70
Coldstream Capital Management
Washington
$122K
MFS
71
Mattson Financial Services
Michigan
$103K
SPIA
72
Steward Partners Investment Advisory
New York
$64.9K
IMC
73
Investment Management Corporation
Virginia
$53K
PP
74
PFS Partners
New Jersey
$36.6K
CFS
75
Compass Financial Services
Iowa
$32.8K