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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
BWM
201
BigSur Wealth Management
Florida
$201K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$195K -$62.3K -1,456 -24%
OC
203
Optima Capital
Oregon
$192K -$16.2K -378 -8%
WP
204
WealthShield Partners
North Carolina
$167K
FNWA
205
Financial Network Wealth Advisors
Utah
$163K
CFD
206
Creative Financial Designs
Indiana
$103K
WWMSC
207
Wagner Wealth Management (South Carolina)
South Carolina
$86.5K
EWA
208
EverSource Wealth Advisors
Alabama
$75.5K
JFG
209
JDM Financial Group
Texas
$73.7K
AF
210
Advisornet Financial
Minnesota
$72.9K
TCM
211
Triumph Capital Management
Colorado
$68.3K +$67.6K +1,580 New
Morgan Stanley
212
Morgan Stanley
New York
$59.5K
GWSA
213
Global Wealth Strategies & Associates
Colorado
$58.9K -$49.5K -1,158 -46%
IF
214
Integrity Financial
Wyoming
$56.2K -$3.89K -91 -7%
BWM
215
Bernard Wealth Management
Michigan
$46.7K
KCM
216
Key Capital Management
Tennessee
$46.5K +$46K +1,076 New
SS
217
Sunbelt Securities
Texas
$38.9K -$31.3K -732 -45%
Royal Bank of Canada
218
Royal Bank of Canada
Ontario, Canada
$33K +$8.51K +199 +36%
UBS Group
219
UBS Group
Switzerland
$20.1K +$19.9K +465 New
AssetMark Inc
220
AssetMark Inc
California
$19.8K
ACM
221
Anfield Capital Management
California
$14.8K
WA
222
Whipplewood Advisors
Colorado
$8.91K
GAFA
223
Garton & Associates Financial Advisors
Kentucky
$8.65K +$8.55K +200 New
Kovitz Investment Group Partners
224
Kovitz Investment Group Partners
Illinois
-$16.7M -392,648 Closed
Jane Street
225
Jane Street
New York
-$5.11M -120,277 Closed