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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
NAM
51
NorthCrest Asset Manangement
Minnesota
$333K – – –
SS
52
Sunbelt Securities
Texas
$329K – – –
WIA
53
World Investment Advisors
California
$320K +$316K +10,098 New
VBFP
54
Valtinson Bruner Financial Planning
Minnesota
$319K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$302K +$2K +64 +0.7%
AWA
56
Arete Wealth Advisors
Illinois
$292K – – –
PP
57
PFS Partners
New Jersey
$290K – – –
USCWA
58
U.S. Capital Wealth Advisors
Texas
$282K -$43.8K -1,399 -14%
CWG
59
Crown Wealth Group
North Carolina
$252K +$10.1K +322 +4%
BWM
60
BCGM Wealth Management
Indiana
$241K – – –
GS
61
GTS Securities
New York
$235K +$16.3K +521 +8%
WW
62
Winnow Wealth
Texas
$234K -$32.6K -1,041 -12%
PF
63
Phoenix Financial
Israel
$231K – – –
FFG
64
Fiduciary Financial Group
California
$231K – – –
AF
65
Allworth Financial
California
$227K +$19.7K +629 +10%
SPC
66
Sigma Planning Corp
Michigan
$222K -$78.6K -2,514 -26%
KWS
67
Keystone Wealth Services
California
$214K +$162K +5,165 New
SF
68
Seros Financial
Arizona
$212K – – –
TSS
69
Two Sigma Securities
New York
$211K +$209K +6,670 New
CWM
70
Collaborative Wealth Management
Florida
$205K -$1.19K -38 -0.6%
AWM
71
AE Wealth Management
Kansas
$179K – – –
AGWCA
72
Annis Gardner Whiting Capital Advisors
Florida
$163K – – –
CIAS
73
Capital Investment Advisory Services
North Carolina
$68.7K – – –
HI
74
Harbour Investments
Wisconsin
$44.7K -$254K -8,120 -85%
CA
75
CoreCap Advisors
Michigan
$44.5K -$6.19K -198 -12%
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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.