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Innovator US Equity Power Buffer ETF July

269 hedge funds and large institutions have $856M invested in Innovator US Equity Power Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 102 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

6% more funds holding

Funds holding: 253269 (+16)

0.61% more ownership

Funds ownership: 79.14%79.75% (+0.61%)

11% less capital invested

Capital invested by funds: $959M → $856M (-$104M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

57% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 102

Holders
269
Holders Change
+16
Holders Change %
+6.32%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
44
Reduced
102
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$64.3K +$63.6K +1,385 New
UBS Group
252
UBS Group
Switzerland
$54.7K -$82.9K -1,807 -61%
Barclays
253
Barclays
United Kingdom
$51.9K +$46.1K +1,004 +888%
BWM
254
Bernard Wealth Management
Michigan
$50.2K
WA
255
Whipplewood Advisors
Colorado
$41.5K
CFS
256
Compass Financial Services
Iowa
$39K
EWM
257
Evermay Wealth Management
Virginia
$28.6K
Morgan Stanley
258
Morgan Stanley
New York
$27.1K
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$25.6K
SS
260
Sunbelt Securities
Texas
$25.2K +$9.09K +198 +57%
AIC
261
Archer Investment Corporation
Indiana
$23K
ACM
262
Anfield Capital Management
California
$14.8K
JFG
263
JDM Financial Group
Texas
$11.5K
GWSA
264
Global Wealth Strategies & Associates
Colorado
$10.6K -$5.78K -126 -36%
LFG
265
Larson Financial Group
Missouri
$8.82K
GRP
266
Global Retirement Partners
California
$6.96K
MI
267
Motiv8 Investments
Florida
$5.78K -$1.82M -39,668 -24%
AssetMark Inc
268
AssetMark Inc
California
$1.63K
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$1.25K +$46 +1 +4%
Kovitz Investment Group Partners
270
Kovitz Investment Group Partners
Illinois
-$15M -329,274 Closed
Jane Street
271
Jane Street
New York
-$5.14M -112,711 Closed
PCS
272
Private Client Services
Kentucky
-$2.9M -63,498 Closed
M1FG
273
Mach-1 Financial Group
Arkansas
-$1.79M -39,147 Closed
KWS
274
Keystone Wealth Services
California
-$1.48M -32,362 Closed
AWA
275
Arkadios Wealth Advisors
Georgia
-$998K -21,876 Closed