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Innovator US Small Cap Power Buffer ETF July

80 hedge funds and large institutions have $86M 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, 22 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.02% more ownership

Funds ownership: 65.89%70.91% (+5%)

8% less funds holding

Funds holding: 8780 (-7)

16% less capital invested

Capital invested by funds: $102M → $86M (-$16.3M)

21% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 28

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
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
22
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
51
Leigh Baldwin & Co
New York
$327K +$42K +1,500 +15%
MFS
52
Miller Financial Services
Michigan
$320K -$1.76K -63 -0.6%
SS
53
Sunbelt Securities
Texas
$319K +$5.59K +200 +2%
WFS
54
WealthGarden F.S.
California
$314K -$22K -786 -7%
NAM
55
NorthCrest Asset Manangement
Minnesota
$308K
KWM
56
Kingsview Wealth Management
Oregon
$302K -$17K -607 -6%
VBFP
57
Valtinson Bruner Financial Planning
Minnesota
$294K -$35.9K -1,284 -11%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$267K -$11K -392 -4%
AWS
59
Atria Wealth Solutions
New York
$228K
BWM
60
BCGM Wealth Management
Indiana
$222K
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$220K
BWM
62
BCS Wealth Management
Tennessee
$217K +$2.1K +75 +1%
AL
63
ACAS LLC
California
$216K +$200K +7,134 New
SPC
64
Sigma Planning Corp
Michigan
$205K +$196K +7,023 New
AF
65
Allworth Financial
California
$191K
HI
66
Harbour Investments
Wisconsin
$181K
PP
67
PFS Partners
New Jersey
$173K +$129K +4,605 +352%
SPIA
68
Steward Partners Investment Advisory
New York
$78.8K +$10.5K +377 +16%
IMC
69
Investment Management Corporation
Virginia
$55.4K
CA
70
CoreCap Advisors
Michigan
$46.8K +$32.9K +1,177 +276%
CFS
71
Compass Financial Services
Iowa
$34.3K
AAS
72
Ameritas Advisory Services
Nebraska
$29.2K +$28K +1,000 New
EWM
73
Evolution Wealth Management
Florida
$26.3K +$25.2K +901 New
Wells Fargo
74
Wells Fargo
California
$23.2K
Morgan Stanley
75
Morgan Stanley
New York
$19.9K

KJUL Hedge Fund Activity: Q2 2025 in Review

80 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q2 2025, worth a combined $86M — down 16% from $102M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KJUL and 10 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 22 added.

The largest buyer was Cary Street Partners, opening a new position worth an estimated $4.33M. The largest seller was Gradient Investments, exiting entirely with an estimated $10.3M sold.

  • 80 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q2 2025, down from 87 in Q1 2025.
  • Funds reported $86M of Innovator US Small Cap Power Buffer ETF July stock for Q2 2025, down 16% quarter-over-quarter.
  • 10 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q2 2025 and 15 closed out, a net change of -5 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q2 2025 was Cary Street Partners, an estimated $4.33M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q2 2025 was Gradient Investments, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2025.