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Innovator US Equity Power Buffer ETF July

239 hedge funds and large institutions have $662M invested in Innovator US Equity Power Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 113 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.4% more ownership

Funds ownership: 75.72%78.12% (+2.4%)

7% less funds holding

Funds holding: 258239 (-19)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

56% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 25

57% less capital invested

Capital invested by funds: $1.54B → $662M (-$878M)

66% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 113

Holders
239
Holders Change
-19
Holders Change %
-7.36%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
11
Increased
38
Reduced
113
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$5.64M -$7.38M -178,782 -56%
FSA
27
Financial Services Advisory
Maryland
$5.42M -$68.5K -1,659 -1%
MMA
28
Miracle Mile Advisors
California
$5.38M -$50.2K -1,216 -0.9%
AA
29
Advisory Alpha
Michigan
$5.27M -$232K -5,620 -4%
GSIS
30
Global Strategic Investment Solutions
Arizona
$5.21M +$426K +10,322 +9%
MFG
31
MTM Financial Group
Pennsylvania
$5.09M -$34.5K -835 -0.7%
WCG
32
Weaver Consulting Group
California
$4.44M -$68.3K -1,655 -1%
WIA
33
World Investment Advisors
California
$4.29M -$3.04M -73,553 -41%
BCM
34
Brookstone Capital Management
Illinois
$4.27M -$543K -13,155 -11%
MFN
35
Midwest Financial Network
Illinois
$4.07M +$75.6K +1,833 +2%
BPA
36
Beacon Pointe Advisors
California
$3.76M -$34.8K -843 -0.9%
CAM
37
Cresset Asset Management
Illinois
$3.75M -$26.5K -643 -0.7%
PS
38
Principal Securities
Iowa
$3.53M
BCI
39
Brinker Capital Investments
Pennsylvania
$3.47M +$1.25M +30,408 +54%
OPS
40
Orion Portfolio Solutions
Nebraska
$3.47M +$1.25M +30,408 +54%
NA
41
NewEdge Advisors
Louisiana
$3.29M -$134K -3,236 -4%
EWM
42
Elmwood Wealth Management
California
$3.24M -$193K -4,685 -5%
ML
43
McAdam LLC
Pennsylvania
$3.22M -$25.9K -627 -0.8%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$3.13M -$1.2K -29 -0%
FFA
45
Farther Finance Advisors
California
$3.11M +$2.68M +64,872 +536%
CF
46
Centaurus Financial
California
$2.98M -$56.1K -1,359 -2%
WCM
47
Weaver Capital Management
Georgia
$2.74M -$698K -16,907 -20%
CPP
48
Capasso Planning Partners
South Carolina
$2.7M -$34.4K -834 -1%
CFS
49
CRA Financial Services
New Jersey
$2.6M -$176K -4,265 -6%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$2.45M -$23.5K -569 -0.9%

PJUL Hedge Fund Activity: Q1 2025 in Review

239 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q1 2025, worth a combined $662M — down 57% from $1.54B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PJUL and 11 opened new positions — a net loss of 14 holders — while 113 trimmed existing stakes and 38 added.

The largest buyer was LPL Financial, adding an estimated $4.33M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $7.38M.

  • 239 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q1 2025, down from 258 in Q4 2024.
  • Funds reported $662M of Innovator US Equity Power Buffer ETF July stock for Q1 2025, down 57% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF July positions in Q1 2025 and 25 closed out, a net change of -14 holders.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q1 2025 was LPL Financial, an estimated $4.33M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $7.38M sold.

Based on aggregated 13F filings for Q1 2025.