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