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Innovator US Equity Power Buffer ETF July

265 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 35 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
265
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
WA
251
Whipplewood Advisors
Colorado
$41.5K
CFS
252
Compass Financial Services
Iowa
$39K
EWM
253
Evermay Wealth Management
Virginia
$28.6K
Morgan Stanley
254
Morgan Stanley
New York
$27.1K
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$25.6K
SS
256
Sunbelt Securities
Texas
$25.2K
AIC
257
Archer Investment Corporation
Indiana
$23K
ACM
258
Anfield Capital Management
California
$14.8K
JFG
259
JDM Financial Group
Texas
$11.5K
GWSA
260
Global Wealth Strategies & Associates
Colorado
$10.6K
LFG
261
Larson Financial Group
Missouri
$8.82K
GRP
262
Global Retirement Partners
California
$6.96K
MI
263
Motiv8 Investments
Florida
$5.78K
AssetMark Inc
264
AssetMark Inc
California
$1.63K
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$1.25K
Kovitz Investment Group Partners
266
Kovitz Investment Group Partners
Illinois
Jane Street
267
Jane Street
New York
PCS
268
Private Client Services
Kentucky
M1FG
269
Mach-1 Financial Group
Arkansas
KWS
270
Keystone Wealth Services
California
AWA
271
Arkadios Wealth Advisors
Georgia
GI
272
Gradient Investments
Minnesota
SB
273
Strategic Blueprint
Georgia
SCA
274
Stuart Chaussee & Associates
California
VA
275
Valmark Advisers
Ohio