PJUL icon

Innovator US Equity Power Buffer ETF July

236 hedge funds and large institutions have $652M invested in Innovator US Equity Power Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

57% less capital invested

Capital invested by funds: $1.53B → $652M (-$878M)

67% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 111

Holders
236
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
226
Annis Gardner Whiting Capital Advisors
Florida
$19K
CA
227
Clearstead Advisors
Ohio
$14.2K
KFGG
228
Keystone Financial Group (Georgia)
Georgia
$14.1K
SS
229
Sunbelt Securities
Texas
$13.9K
ACM
230
Anfield Capital Management
California
$12.8K
LFG
231
Larson Financial Group
Missouri
$7.64K
CT
232
Caldwell Trust
Florida
$6.51K
BWM
233
Bernard Wealth Management
Michigan
$5.99K
SCM
234
Sterling Capital Management
North Carolina
$3.78K
RIL
235
Rothschild Investment LLC
Illinois
$2.09K
TFGT
236
TS Financial Group (TSFG)
Illinois
$1K
CA
237
Corrado Advisors
New Jersey
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
LF
239
Lantz Financial
Illinois
RFG
240
Range Financial Group
Oregon
FFG
241
Frisch Financial Group
New York
BAM
242
Belpointe Asset Management
Nevada
AAS
243
Ameritas Advisory Services
Nebraska
VBFP
244
Valtinson Bruner Financial Planning
Minnesota
APP
245
Avantax Planning Partners
Iowa
LBC
246
Leigh Baldwin & Co
New York
WFS
247
WealthGarden F.S.
California
WC
248
Waterloo Capital
Texas
LWMI
249
Legacy Wealth Management (Idaho)
Idaho
BlackRock
250
BlackRock
New York