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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 %
SFG
76
Stonebridge Financial Group
Pennsylvania
$30.4K – – –
AssetMark Inc
77
AssetMark Inc
California
$22.4K – – –
Wells Fargo
78
Wells Fargo
California
$22.2K – – –
Morgan Stanley
79
Morgan Stanley
New York
$19K +$19K +680 New
AWM
80
AE Wealth Management
Kansas
$14K -$5.59K -200 -29%
CA
81
CoreCap Advisors
Michigan
$11.9K – – –
WA
82
Whipplewood Advisors
Colorado
$11K +$8.9K +1,671 +425%
NWMP
83
Noble Wealth Management PBC
Colorado
$9.03K – – –
SWM
84
Spire Wealth Management
Virginia
$5.83K – – –
CIA
85
Cape Investment Advisory
Georgia
$5.59K +$5.59K +200 New
CFD
86
Creative Financial Designs
Indiana
$2.8K – – –
RA
87
RFG Advisory
Alabama
– -$2.24M -76,166 Closed
Jane Street
88
Jane Street
New York
– -$695K -23,619 Closed
GTAM
89
Global Trust Asset Management
Florida
– -$486K -16,500 Closed
Goldman Sachs
90
Goldman Sachs
New York
– -$288K -9,770 Closed
SPC
91
Sigma Planning Corp
Michigan
– -$267K -9,081 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$214K -7,271 Closed
Citadel Advisors
93
Citadel Advisors
Florida
– -$200K -6,805 Closed
SMAM
94
Sugar Maple Asset Management
Wisconsin
– -$135K -4,599 Closed
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
– -$30K -1,014 Closed
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
– -$25.1K -854 Closed
US Bancorp
97
US Bancorp
Minnesota
– -$19.8K -674 Closed
LC
98
Luminist Capital
Michigan
– -$2.89K -98 Closed
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