PJUL icon

Innovator US Equity Power Buffer ETF July

267 hedge funds and large institutions have $847M 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, 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: $950M → $847M (-$103M)

56% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 100

Holders
267
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
Barclays
251
Barclays
United Kingdom
$51.9K
BWM
252
Bernard Wealth Management
Michigan
$50.2K
WA
253
Whipplewood Advisors
Colorado
$41.5K
CFS
254
Compass Financial Services
Iowa
$39K
EWM
255
Evermay Wealth Management
Virginia
$28.6K
Morgan Stanley
256
Morgan Stanley
New York
$27.1K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$25.6K
SS
258
Sunbelt Securities
Texas
$25.2K
AIC
259
Archer Investment Corporation
Indiana
$23K
ACM
260
Anfield Capital Management
California
$14.8K
JFG
261
JDM Financial Group
Texas
$11.5K
GWSA
262
Global Wealth Strategies & Associates
Colorado
$10.6K
LFG
263
Larson Financial Group
Missouri
$8.82K
GRP
264
Global Retirement Partners
California
$6.96K
MI
265
Motiv8 Investments
Florida
$5.78K
AssetMark Inc
266
AssetMark Inc
California
$1.63K
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$1.25K
Kovitz Investment Group Partners
268
Kovitz Investment Group Partners
Illinois
Jane Street
269
Jane Street
New York
PCS
270
Private Client Services
Kentucky
M1FG
271
Mach-1 Financial Group
Arkansas
KWS
272
Keystone Wealth Services
California
AWA
273
Arkadios Wealth Advisors
Georgia
GI
274
Gradient Investments
Minnesota
SB
275
Strategic Blueprint
Georgia