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Innovator US Small Cap Power Buffer ETF July

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: 8086 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1
Compass Advisory Group
New York
$14.5M +$12.7M +422,445 +917%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.21M -$2.45M -81,399 -23%
HighTower Advisors
3
HighTower Advisors
Illinois
$6.8M +$89K +2,957 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.93M +$575K +19,089 +14%
CSP
5
Cary Street Partners
Virginia
$4.81M +$8.79K +292 +0.2%
XF
6
XML Financial
Maryland
$4.65M -$48.6K -1,615 -1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.98M +$1.02M +33,842 +36%
PS
8
Principal Securities
Iowa
$2.83M +$669K +22,227 +32%
KAS
9
Kestra Advisory Services
Texas
$2.5M -$244K -8,111 -9%
RCWM
10
Red Crane Wealth Management
California
$2.34M +$242K +8,052 +12%
Raymond James Financial
11
Raymond James Financial
Florida
$2.26M +$728K +24,182 +49%
BFG
12
Berger Financial Group
Minnesota
$2.26M +$4.04K +134 +0.2%
William Blair & Company
13
William Blair & Company
Illinois
$2.2M
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.8M -$58.6K -1,945 -3%
DI
15
Diligent Investors
California
$1.77M +$56K +1,860 +3%
LPL Financial
16
LPL Financial
California
$1.46M +$157K +5,199 +12%
IFG
17
Independent Financial Group
California
$1.46M -$32.6K -1,082 -2%
CA
18
Corrado Advisors
New Jersey
$1.41M +$65.2K +2,166 +5%
LIWM
19
Long Island Wealth Management
New York
$1.39M +$76.2K +2,530 +6%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$1.28M -$180K -5,989 -13%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$1.17M
ODFS
22
O'Donnell Financial Services
California
$1.15M -$358K -11,904 -24%
JCM
23
Jacobi Capital Management
Pennsylvania
$1.1M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.07M +$1.72K +57 +0.2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.02M +$988K +32,805 New

KJUL Hedge Fund Activity: Q3 2025 in Review

86 of the 7,619 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.