We are live on ! Find out more
KJUL icon

Innovator US Small Cap Power Buffer ETF July

86 hedge funds and large institutions have $98.8M invested in Innovator US Small Cap Power Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

15% more capital invested

Capital invested by funds: $86M → $98.8M (+$12.9M)

8% more funds holding

Funds holding: 8086 (+6)

8.01% less ownership

Funds ownership: 70.91%62.91% (-8%)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
30
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$321K -$13.7K -456 -4%
USCWA
52
U.S. Capital Wealth Advisors
Texas
$319K +$35.2K +1,168 +13%
VBFP
53
Valtinson Bruner Financial Planning
Minnesota
$311K
KWM
54
Kingsview Wealth Management
Oregon
$304K -$15.9K -527 -5%
HI
55
Harbour Investments
Wisconsin
$295K +$100K +3,331 +54%
SPC
56
Sigma Planning Corp
Michigan
$295K +$75K +2,490 +35%
SPIA
57
Steward Partners Investment Advisory
New York
$293K +$204K +6,761 +251%
AWA
58
Arete Wealth Advisors
Illinois
$286K +$278K +9,226 New
PP
59
PFS Partners
New Jersey
$283K +$97.4K +3,235 +55%
WW
60
Winnow Wealth
Texas
$259K +$252K +8,362 New
MA
61
Mutual Advisors
Nebraska
$236K +$228K +7,571 New
CWG
62
Crown Wealth Group
North Carolina
$236K -$1.5M -49,720 -87%
BWM
63
BCGM Wealth Management
Indiana
$236K
PF
64
Phoenix Financial
Israel
$226K +$220K +7,315 New
FFG
65
Fiduciary Financial Group
California
$226K +$219K +7,290 New
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$218K -$15.1K -500 -7%
GS
67
GTS Securities
New York
$213K +$208K +6,894 New
SF
68
Seros Financial
Arizona
$207K +$202K +6,698 New
AF
69
Allworth Financial
California
$202K
CWM
70
Collaborative Wealth Management
Florida
$201K +$196K +6,496 New
AWM
71
AE Wealth Management
Kansas
$175K +$155K +5,155 +1,031%
AGWCA
72
Annis Gardner Whiting Capital Advisors
Florida
$159K +$155K +5,135 New
ASN
73
Advisory Services Network
Georgia
$116K +$113K +3,747 New
FGAM
74
Financial Gravity Asset Management
Texas
$88.4K +$86K +2,856 New
CIAS
75
Capital Investment Advisory Services
North Carolina
$67.1K -$1.12M -37,122 -94%

KJUL Hedge Fund Activity: Q3 2025 in Review

86 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator US Small Cap Power Buffer ETF July (KJUL) for Q3 2025, worth a combined $98.8M — up 15% from $86M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KJUL positions and 6 closed out — a net gain of 9 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was Compass Advisory Group, adding an estimated $12.7M. The largest seller was Trek Financial, exiting entirely with an estimated $3.15M sold.

  • 86 institutional investors held Innovator US Small Cap Power Buffer ETF July (KJUL) as of Q3 2025, up from 80 in Q2 2025.
  • Funds reported $98.8M of Innovator US Small Cap Power Buffer ETF July stock for Q3 2025, up 15% quarter-over-quarter.
  • 15 funds opened new Innovator US Small Cap Power Buffer ETF July positions in Q3 2025 and 6 closed out, a net change of +9 holders.
  • The largest Innovator US Small Cap Power Buffer ETF July buyer in Q3 2025 was Compass Advisory Group, an estimated $12.7M added.
  • The largest Innovator US Small Cap Power Buffer ETF July seller in Q3 2025 was Trek Financial, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2025.