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Innovator US Equity Power Buffer ETF July

264 hedge funds and large institutions have $845M invested in Innovator US Equity Power Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 34 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:

11% less capital invested

Capital invested by funds: $949M → $845M (-$104M)

56% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 100

Holders
264
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
SWP
226
Sagespring Wealth Partners
Tennessee
$226K
WC
227
Waterloo Capital
Texas
$211K
OFS
228
Opus Financial Solutions
Illinois
$210K
WP
229
WealthShield Partners
North Carolina
$209K
WMA
230
William Mack & Associates
Michigan
$209K
CFG
231
Chapman Financial Group
Hawaii
$209K
AF
232
Advisornet Financial
Minnesota
$207K
USCWA
233
U.S. Capital Wealth Advisors
Texas
$207K
APP
234
Avantax Planning Partners
Iowa
$206K
NB
235
NBT Bank
New York
$185K
S
236
SignatureFD
Georgia
$151K
IF
237
Integrity Financial
Wyoming
$146K
CIAS
238
Capital Investment Advisory Services
North Carolina
$122K
GWM
239
Geneos Wealth Management
Colorado
$112K
JP Morgan Chase
240
JP Morgan Chase
New York
$107K
PP
241
PFS Partners
New Jersey
$100K
WWMSC
242
Wagner Wealth Management (South Carolina)
South Carolina
$92.9K
AC
243
AlphaCore Capital
California
$88.2K
OC
244
Optima Capital
Oregon
$82.8K
CFP
245
Comprehensive Financial Planning
Pennsylvania
$79K
PA
246
Parallel Advisors
California
$64.3K
UBS Group
247
UBS Group
Switzerland
$54.7K
Barclays
248
Barclays
United Kingdom
$51.9K
BWM
249
Bernard Wealth Management
Michigan
$50.2K
WA
250
Whipplewood Advisors
Colorado
$41.5K