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Innovator US Equity Power Buffer ETF July

239 hedge funds and large institutions have $662M invested in Innovator US Equity Power Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 113 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% more ownership

Funds ownership: 75.72%78.12% (+2.4%)

7% less funds holding

Funds holding: 258239 (-19)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

56% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 25

57% less capital invested

Capital invested by funds: $1.54B → $662M (-$878M)

66% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 113

Holders
239
Holders Change
-19
Holders Change %
-7.36%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
11
Increased
38
Reduced
113
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evermay Wealth Management
Virginia
$24.7K
OSAM
227
O'Shaughnessy Asset Management
Connecticut
$22K -$19.4K -471 -46%
AIC
228
Archer Investment Corporation
Indiana
$19.9K
AGWCA
229
Annis Gardner Whiting Capital Advisors
Florida
$19K -$359K -8,689 -95%
CA
230
Clearstead Advisors
Ohio
$14.2K
KFGG
231
Keystone Financial Group (Georgia)
Georgia
$14.1K -$525K -12,733 -97%
SS
232
Sunbelt Securities
Texas
$13.9K
ACM
233
Anfield Capital Management
California
$12.8K
LFG
234
Larson Financial Group
Missouri
$7.64K
CT
235
Caldwell Trust
Florida
$6.51K
BWM
236
Bernard Wealth Management
Michigan
$5.99K
SCM
237
Sterling Capital Management
North Carolina
$3.78K
RIL
238
Rothschild Investment LLC
Illinois
$2.09K
TFGT
239
TS Financial Group (TSFG)
Illinois
$1K
CA
240
Corrado Advisors
New Jersey
-$2.43M -58,953 Closed
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
-$454K -11,038 Closed
LF
242
Lantz Financial
Illinois
-$413K -10,022 Closed
RFG
243
Range Financial Group
Oregon
-$397K -9,654 Closed
FFG
244
Frisch Financial Group
New York
-$348K -8,456 Closed
BAM
245
Belpointe Asset Management
Nevada
-$243K -6,103 Closed
AAS
246
Ameritas Advisory Services
Nebraska
-$246K -5,970 Closed
VBFP
247
Valtinson Bruner Financial Planning
Minnesota
-$241K -5,848 Closed
APP
248
Avantax Planning Partners
Iowa
-$221K -5,370 Closed
LBC
249
Leigh Baldwin & Co
New York
-$214K -5,200 Closed
WFS
250
WealthGarden F.S.
California
-$212K -5,160 Closed

PJUL Hedge Fund Activity: Q1 2025 in Review

239 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2025, worth a combined $662M — down 57% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PJUL and 11 opened new positions — a net loss of 14 holders — while 113 trimmed existing stakes and 38 added.

The largest buyer was LPL Financial, adding an estimated $4.33M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.38M.

  • 239 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2025, down from 258 in Q4 2024.
  • Funds reported $662M of Innovator US Equity Power Buffer ETF July stock for Q1 2025, down 57% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2025 and 25 closed out, a net change of -14 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2025 was LPL Financial, an estimated $4.33M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2025.