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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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.1M +$2.2M +78,827 +29%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.33M -$6.61M -236,152 -52%
CSP
3
Cary Street Partners
Virginia
$4.52M +$4.33M +154,931 New
XF
4
XML Financial
Maryland
$4.43M +$4.24M +151,735 New
Osaic Holdings
5
Osaic Holdings
Arizona
$4.12M +$763K +27,280 +24%
TF
6
Trek Financial
Arizona
$3.15M +$3.01M +107,774 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.77M -$213K -7,604 -7%
KAS
8
Kestra Advisory Services
Texas
$2.59M +$391K +13,962 +19%
BFG
9
Berger Financial Group
Minnesota
$2.13M +$18.7K +670 +0.9%
William Blair & Company
10
William Blair & Company
Illinois
$2.08M -$19.9K -710 -1%
PS
11
Principal Securities
Iowa
$2.02M -$22.7K -810 -1%
RCWM
12
Red Crane Wealth Management
California
$1.97M +$1.89M +67,607 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.77M +$728K +26,018 +77%
CWG
14
Crown Wealth Group
North Carolina
$1.67M +$1.26M +45,029 +366%
DI
15
Diligent Investors
California
$1.61M -$17.1K -613 -1%
CWS
16
Cypress Wealth Services
California
$1.46M -$17.2K -615 -1%
ODFS
17
O'Donnell Financial Services
California
$1.44M -$74.2K -2,652 -5%
Raymond James Financial
18
Raymond James Financial
Florida
$1.43M -$247K -8,826 -15%
IFG
19
Independent Financial Group
California
$1.4M +$74.9K +2,677 +6%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$1.37M -$117K -4,200 -8%
CAG
21
Compass Advisory Group
New York
$1.35M
CA
22
Corrado Advisors
New Jersey
$1.26M -$13.6K -487 -1%
LIWM
23
Long Island Wealth Management
New York
$1.23M +$266K +9,509 +29%
LPL Financial
24
LPL Financial
California
$1.22M +$326K +11,654 +39%
CIAS
25
Capital Investment Advisory Services
North Carolina
$1.15M

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.