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Innovator US Equity Power Buffer ETF July

235 hedge funds and large institutions have $652M invested in Innovator US Equity Power Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-19
Holders Change %
-7.48%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
37
Reduced
111
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
51
KFG Wealth Management
Indiana
$2.34M -$702K -17,458 -23%
SNWA
52
Siligmueller & Norvid Wealth Advisors
Illinois
$2.24M -$73.1K -1,820 -3%
FIA
53
Foundations Investment Advisors
Arizona
$2.23M -$157K -3,909 -7%
OIA
54
OneDigital Investment Advisors
Kansas
$2.1M -$143K -3,560 -6%
CW
55
CreativeOne Wealth
Kansas
$2.02M -$172K -4,289 -8%
Goldman Sachs
56
Goldman Sachs
New York
$2M +$2M +49,885 New
BWM
57
BCS Wealth Management
Tennessee
$1.99M -$214K -5,324 -10%
CPIG
58
Chicago Partners Investment Group
Illinois
$1.98M +$306K +7,575 +18%
FCFC
59
First Commonwealth Financial Corp
Pennsylvania
$1.86M -$522 -13 -0%
BMM
60
Berkshire Money Management
Massachusetts
$1.77M
AAS
61
Avantax Advisory Services
Texas
$1.74M -$402 -10 -0%
OWA
62
Outlook Wealth Advisors
Texas
$1.7M -$1M -24,972 -37%
IA
63
IFP Advisors
Florida
$1.66M -$195K -4,844 -10%
CAL
64
Capital Analysts LLC
Pennsylvania
$1.66M +$259K +6,448 +19%
LWM
65
Lakeridge Wealth Management
Ohio
$1.65M -$14.2K -353 -0.9%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$1.64M -$353K -8,789 -18%
AWS
67
Atria Wealth Solutions
New York
$1.63M -$578K -14,371 -26%
JCM
68
Jacobi Capital Management
Pennsylvania
$1.63M
CCG
69
Catalina Capital Group
California
$1.61M -$1.27M -31,627 -44%
EMAM
70
Encompass More Asset Management
California
$1.56M +$313K +7,779 +25%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$1.54M -$2.03M -50,622 -57%
DI
72
Diligent Investors
California
$1.51M -$305K -7,582 -17%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.5M +$715K +17,787 +91%
LIWM
74
Long Island Wealth Management
New York
$1.49M -$1.76M -43,821 -54%
AWM
75
AE Wealth Management
Kansas
$1.46M -$65.7K -1,634 -4%