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Innovator US Small Cap Power Buffer ETF July
KJUL

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: 80 → 86 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CAG
Compass Advisory Group
New York
+$12.7M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.02M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$988K
4
Raymond James Financial
Raymond James Financial
Florida
+$728K
5
PS
Principal Securities
Iowa
+$669K

Top Sellers

Rank Fund Capital Flow
1
TF
Trek Financial
Arizona
-$3.15M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.45M
3
CWG
Crown Wealth Group
North Carolina
-$1.5M
4
CWS
Cypress Wealth Services
California
-$1.46M
5
MHS
M Holdings Securities
Oregon
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
CoreCap Advisors
Michigan
$49.6K – – –
CFS
77
Compass Financial Services
Iowa
$36.3K – – –
EWM
78
Evolution Wealth Management
Florida
$27.9K – – –
Wells Fargo
79
Wells Fargo
California
$24.6K – – –
Morgan Stanley
80
Morgan Stanley
New York
$21.1K – – –
WA
81
Whipplewood Advisors
Colorado
$12.2K – – –
NWMP
82
Noble Wealth Management PBC
Colorado
$10K +$9.72K +323 New
SWM
83
Spire Wealth Management
Virginia
$6.45K – – –
FNWA
84
Financial Network Wealth Advisors
Utah
$3.19K – – –
UBS Group
85
UBS Group
Switzerland
$2.48K -$384K -12,761 -99%
JFG
86
JDM Financial Group
Texas
$2.14K +$2.08K +69 New
TF
87
Trek Financial
Arizona
– -$3.15M -107,774 Closed
CWS
88
Cypress Wealth Services
California
– -$1.46M -50,154 Closed
MHS
89
M Holdings Securities
Oregon
– -$1.14M -39,127 Closed
IMC
90
Investment Management Corporation
Virginia
– -$55.4K -1,896 Closed
AAS
91
Ameritas Advisory Services
Nebraska
– -$29.2K -1,000 Closed
CIA
92
Cape Investment Advisory
Georgia
– -$5.84K -200 Closed
1 2 3
4

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.