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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
W
51
WorthPointe
California
$2.4M -$6.27K -152 -0.3%
SWM
52
Spire Wealth Management
Virginia
$2.37M
KWM
53
KFG Wealth Management
Indiana
$2.34M -$720K -17,458 -23%
SNWA
54
Siligmueller & Norvid Wealth Advisors
Illinois
$2.24M -$75.1K -1,820 -3%
FIA
55
Foundations Investment Advisors
Arizona
$2.23M -$161K -3,909 -7%
OIA
56
OneDigital Investment Advisors
Kansas
$2.1M -$147K -3,560 -6%
CW
57
CreativeOne Wealth
Kansas
$2.02M -$177K -4,289 -8%
Goldman Sachs
58
Goldman Sachs
New York
$2M +$2.06M +49,885 New
BWM
59
BCS Wealth Management
Tennessee
$1.99M -$220K -5,324 -10%
CPIG
60
Chicago Partners Investment Group
Illinois
$1.98M +$313K +7,575 +18%
FCFC
61
First Commonwealth Financial Corp
Pennsylvania
$1.86M -$537 -13 -0%
BMM
62
Berkshire Money Management
Massachusetts
$1.77M
AAS
63
Avantax Advisory Services
Texas
$1.74M -$413 -10 -0%
OWA
64
Outlook Wealth Advisors
Texas
$1.7M -$1.03M -24,972 -37%
IA
65
IFP Advisors
Florida
$1.66M -$200K -4,844 -10%
CAL
66
Capital Analysts LLC
Pennsylvania
$1.66M +$266K +6,448 +19%
LWM
67
Lakeridge Wealth Management
Ohio
$1.65M -$14.6K -353 -0.9%
Focus Partners Wealth
68
Focus Partners Wealth
Massachusetts
$1.64M -$363K -8,789 -18%
AWS
69
Atria Wealth Solutions
New York
$1.63M -$593K -14,371 -26%
JCM
70
Jacobi Capital Management
Pennsylvania
$1.63M
CCG
71
Catalina Capital Group
California
$1.61M -$1.31M -31,627 -44%
EMAM
72
Encompass More Asset Management
California
$1.56M +$321K +7,779 +25%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$1.54M -$2.09M -50,622 -57%
DI
74
Diligent Investors
California
$1.51M -$313K -7,582 -17%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.5M +$734K +17,787 +91%

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.