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Innovator US Equity Power Buffer ETF July

253 hedge funds and large institutions have $959M invested in Innovator US Equity Power Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

49% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 67

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $760M → $959M (+$199M)

7% more funds holding

Funds holding: 236253 (+17)

4.69% less ownership

Funds ownership: 83.83%79.14% (-4.7%)

Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
100
Reduced
67
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
226
Capital Investment Advisory Services
North Carolina
$120K +$15.2K +340 +15%
CFP
227
Comprehensive Financial Planning
Pennsylvania
$118K -$717K -16,034 -86%
MAM
228
MMA Asset Management
Pennsylvania
$115K +$113K +2,529 New
GWM
229
Geneos Wealth Management
Colorado
$110K
PP
230
PFS Partners
New Jersey
$98.4K +$25.8K +578 +37%
WWMSC
231
Wagner Wealth Management (South Carolina)
South Carolina
$91.2K
AC
232
AlphaCore Capital
California
$86.6K
NWMP
233
Noble Wealth Management PBC
Colorado
$68.4K +$67K +1,500 New
BWM
234
Bernard Wealth Management
Michigan
$49.3K +$26.9K +601 +125%
WA
235
Whipplewood Advisors
Colorado
$40.7K
CFS
236
Compass Financial Services
Iowa
$38.4K
Wells Fargo
237
Wells Fargo
California
$36.6K
EWM
238
Evermay Wealth Management
Virginia
$28K
Morgan Stanley
239
Morgan Stanley
New York
$26.6K -$39.1K -875 -60%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$25.1K +$24.6K +551 New
AIC
241
Archer Investment Corporation
Indiana
$22.6K
JP Morgan Chase
242
JP Morgan Chase
New York
$19.8K +$19.4K +434 New
GWSA
243
Global Wealth Strategies & Associates
Colorado
$16.1K +$15.8K +354 New
SS
244
Sunbelt Securities
Texas
$15.7K
ACM
245
Anfield Capital Management
California
$14.5K
JFG
246
JDM Financial Group
Texas
$11.3K +$11.1K +248 New
LFG
247
Larson Financial Group
Missouri
$8.66K
GRP
248
Global Retirement Partners
California
$6.84K
Barclays
249
Barclays
United Kingdom
$5.15K +$5.05K +113 New
Royal Bank of Canada
250
Royal Bank of Canada
Ontario, Canada
$4K +$4.07K +91 New