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Innovator US Equity Power Buffer ETF July

236 hedge funds and large institutions have $760M invested in Innovator US Equity Power Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $662M → $760M (+$97.8M)

5.71% more ownership

Funds ownership: 78.12%83.83% (+5.7%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 239236 (-3)

10% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 79

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
236
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
71
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$6.62M +$57.9K +1,413 +0.9%
AA
27
Advisory Alpha
Michigan
$6.04M +$274K +6,683 +5%
SAG
28
SageView Advisory Group
California
$6M +$4.9M +119,463 +779%
HI
29
Harbour Investments
Wisconsin
$5.99M -$712K -17,364 -11%
MMA
30
Miracle Mile Advisors
California
$5.73M -$129K -3,153 -2%
MFG
31
MTM Financial Group
Pennsylvania
$5.38M -$158K -3,866 -3%
GSIS
32
Global Strategic Investment Solutions
Arizona
$5.37M -$288K -7,036 -5%
WIA
33
World Investment Advisors
California
$5.21M +$493K +12,022 +11%
FFA
34
Farther Finance Advisors
California
$4.93M +$1.45M +35,447 +46%
WCG
35
Weaver Consulting Group
California
$4.74M -$95.4K -2,327 -2%
BPA
36
Beacon Pointe Advisors
California
$4.44M +$313K +7,643 +8%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$4.2M +$856K +20,884 +27%
CAM
38
Cresset Asset Management
Illinois
$4.1M +$2.05K +50 +0.1%
MFN
39
Midwest Financial Network
Illinois
$3.98M -$430K -10,490 -10%
PS
40
Principal Securities
Iowa
$3.74M -$18.4K -448 -0.5%
BCM
41
Brookstone Capital Management
Illinois
$3.58M -$1M -24,517 -23%
ML
42
McAdam LLC
Pennsylvania
$3.41M -$96.2K -2,347 -3%
OIA
43
OneDigital Investment Advisors
Kansas
$3.3M +$952K +23,227 +45%
SPIA
44
Steward Partners Investment Advisory
New York
$3.17M +$2.31M +56,389 +354%
WCM
45
Weaver Capital Management
Georgia
$2.99M
SPWM
46
Straight Path Wealth Management
Michigan
$2.98M +$2.79M +68,052 New
CFS
47
CRA Financial Services
New Jersey
$2.7M -$123K -3,012 -5%
KWM
48
KFG Wealth Management
Indiana
$2.65M +$85.4K +2,085 +4%
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$2.61M -$55.4K -1,351 -2%
SWM
50
Spire Wealth Management
Virginia
$2.59M

PJUL Hedge Fund Activity: Q2 2025 in Review

236 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2025, worth a combined $760M — up 15% from $662M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PJUL and 19 opened new positions — a net loss of 1 holder — while 79 trimmed existing stakes and 71 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $18.9M. The largest seller was Financial Services Advisory, exiting entirely with an estimated $5.42M sold.

  • 236 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2025, down from 239 in Q1 2025.
  • Funds reported $760M of Innovator US Equity Power Buffer ETF July stock for Q2 2025, up 15% quarter-over-quarter.
  • 19 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2025 and 20 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $18.9M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q2 2025 was Financial Services Advisory, an estimated $5.42M sold.

Based on aggregated 13F filings for Q2 2025.