PJUL icon

Innovator US Equity Power Buffer ETF July

262 hedge funds and large institutions have $837M invested in Innovator US Equity Power Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 100 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

12% less capital invested

Capital invested by funds: $949M → $837M (-$111M)

56% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 100

Holders
262
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
OFS
226
Opus Financial Solutions
Illinois
$210K
WP
227
WealthShield Partners
North Carolina
$209K
WMA
228
William Mack & Associates
Michigan
$209K
CFG
229
Chapman Financial Group
Hawaii
$209K
AF
230
Advisornet Financial
Minnesota
$207K
USCWA
231
U.S. Capital Wealth Advisors
Texas
$207K
APP
232
Avantax Planning Partners
Iowa
$206K
NB
233
NBT Bank
New York
$185K
S
234
SignatureFD
Georgia
$151K
IF
235
Integrity Financial
Wyoming
$146K
CIAS
236
Capital Investment Advisory Services
North Carolina
$122K
GWM
237
Geneos Wealth Management
Colorado
$112K
JP Morgan Chase
238
JP Morgan Chase
New York
$107K
PP
239
PFS Partners
New Jersey
$100K
WWMSC
240
Wagner Wealth Management (South Carolina)
South Carolina
$92.9K
AC
241
AlphaCore Capital
California
$88.2K
OC
242
Optima Capital
Oregon
$82.8K
CFP
243
Comprehensive Financial Planning
Pennsylvania
$79K
PA
244
Parallel Advisors
California
$64.3K
UBS Group
245
UBS Group
Switzerland
$54.7K
Barclays
246
Barclays
United Kingdom
$51.9K
BWM
247
Bernard Wealth Management
Michigan
$50.2K
WA
248
Whipplewood Advisors
Colorado
$41.5K
CFS
249
Compass Financial Services
Iowa
$39K
EWM
250
Evermay Wealth Management
Virginia
$28.6K