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Innovator US Small Cap Power Buffer ETF October

91 hedge funds and large institutions have $70.7M invested in Innovator US Small Cap Power Buffer ETF October in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4.1% more ownership

Funds ownership: 62.1%66.2% (+4.1%)

2% more funds holding

Funds holding: 8991 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less capital invested

Capital invested by funds: $83.2M → $70.7M (-$12.4M)

55% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 33

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
15
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGF
1
Compass Financial Group (Florida)
Florida
$7.43M +$9.12K +300 +0.1%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.22M -$659K -21,660 -13%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$3.55M -$27.2K -894 -0.7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.35M +$126K +4,143 +4%
GSIS
5
Global Strategic Investment Solutions
Arizona
$2.92M -$322K -10,573 -10%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.8M -$8.01M -263,335 -73%
Truist Financial
7
Truist Financial
North Carolina
$2.62M +$47K +1,544 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.56M -$87K -2,862 -3%
RCWM
9
Red Crane Wealth Management
California
$2.07M -$19.7K -649 -0.9%
SAG
10
SageView Advisory Group
California
$1.44M +$642K +21,098 +75%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$1.38M -$18.2K -600 -1%
DFA
12
DHJJ Financial Advisors
Illinois
$1.36M -$31.8K -1,045 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.25M
MFG
14
MTM Financial Group
Pennsylvania
$1.24M +$15.5K +509 +1%
SWA
15
Stratos Wealth Advisors
Ohio
$1.2M
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.11M +$39.5K +1,300 +4%
OMC
17
Old Mission Capital
Illinois
$1.1M +$1.14M +37,445 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.07M -$21.7K -714 -2%
KWM
19
Kingsview Wealth Management
Oregon
$1.06M +$5.23K +172 +0.5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$36.4K +1,197 +3%
Raymond James Financial
21
Raymond James Financial
Florida
$995K -$324K -10,651 -24%
LPL Financial
22
LPL Financial
California
$931K -$72.8K -2,395 -7%
TWM
23
Tradition Wealth Management
Minnesota
$911K -$41.1K -1,350 -4%
KAS
24
Kestra Advisory Services
Texas
$821K -$534K -17,552 -38%
IFG
25
Independent Financial Group
California
$787K