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Innovator US Equity Power Buffer ETF August

223 hedge funds and large institutions have $782M invested in Innovator US Equity Power Buffer ETF August in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 96 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

9% more funds holding

Funds holding: 204223 (+19)

2.6% more ownership

Funds ownership: 79.23%81.83% (+2.6%)

2% less capital invested

Capital invested by funds: $795M → $782M (-$13.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

68% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 96

Holders
223
Holders Change
+19
Holders Change %
+9.31%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
31
Reduced
96
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
101
Jacobi Capital Management
Pennsylvania
$795K -$390K -9,117 -33%
OWA
102
Outlook Wealth Advisors
Texas
$785K -$9.92K -232 -1%
NA
103
NewEdge Advisors
Louisiana
$781K -$115K -2,692 -13%
IFG
104
Independent Financial Group
California
$771K -$58.2K -1,361 -7%
IA
105
IFP Advisors
Florida
$766K +$145K +3,384 +24%
WIA
106
World Investment Advisors
California
$733K +$216K +5,058 +43%
SWM
107
Spire Wealth Management
Virginia
$715K -$19.8K -464 -3%
CIA
108
Cape Investment Advisory
Georgia
$709K +$701K +16,395 New
CWP
109
Curated Wealth Partners
California
$705K +$697K +16,295 New
SPIA
110
Steward Partners Investment Advisory
New York
$691K
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$679K -$22.8K -533 -3%
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$677K
ML
113
McAdam LLC
Pennsylvania
$673K
SWP
114
Summit Wealth Partners
Florida
$671K -$79.2K -1,852 -11%
JWBC
115
John W. Brooker & Co
California
$667K -$73.8K -1,725 -10%
PWM
116
PTM Wealth Management
United States
$661K -$104K -2,443 -14%
SPWM
117
Straight Path Wealth Management
Michigan
$650K -$7.05K -165 -1%
Q1WB
118
Quest 10 Wealth Builders
Virginia
$648K -$25.2K -589 -4%
APW
119
Atlantic Private Wealth
North Carolina
$640K
MFG
120
Merit Financial Group
Georgia
$640K +$297K +6,943 +89%
MAM
121
Milestone Asset Management
Pennsylvania
$631K -$26.5K -620 -4%
CRWM
122
Castle Rock Wealth Management
California
$627K -$38.5K -900 -6%
ACM
123
AlphaStar Capital Management
North Carolina
$623K +$616K +14,414 New
Citadel Advisors
124
Citadel Advisors
Florida
$619K +$612K +14,321 New
SIA
125
Soltis Investment Advisors
Utah
$617K