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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
AWM
76
AE Wealth Management
Kansas
$14.6K
WA
77
Whipplewood Advisors
Colorado
$11.5K -$46.7K -1,671 -81%
SWM
78
Spire Wealth Management
Virginia
$6.09K
CIA
79
Cape Investment Advisory
Georgia
$5.84K
FNWA
80
Financial Network Wealth Advisors
Utah
$3.01K +$2.88K +103 New
GI
81
Gradient Investments
Minnesota
-$10.3M -368,120 Closed
LJAC
82
L.J. Altfest & Co
New York
-$10.2M -364,596 Closed
MWM
83
Maltin Wealth Management
New Jersey
-$5.31M -189,823 Closed
OBWG
84
Onyx Bridge Wealth Group
New York
-$2.77M -98,915 Closed
BCM
85
Brookstone Capital Management
Illinois
-$1.2M -42,800 Closed
CB
86
Chris Bulman
California
-$1.15M -41,134 Closed
OMC
87
Old Mission Capital
Illinois
-$369K -13,210 Closed
APW
88
Atlantic Private Wealth
North Carolina
-$363K -12,965 Closed
SAG
89
SageView Advisory Group
California
-$280K -10,012 Closed
WW
90
Winnow Wealth
Texas
-$238K -8,517 Closed
CCM
91
Coldstream Capital Management
Washington
-$122K -4,367 Closed
MFS
92
Mattson Financial Services
Michigan
-$103K -3,674 Closed
SFGP
93
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$30.4K -1,088 Closed
AssetMark Inc
94
AssetMark Inc
California
-$22.4K -800 Closed
CFD
95
Creative Financial Designs
Indiana
-$2.8K -100 Closed

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.