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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
W
51
WorthPointe
California
$2.54M -$65.4K -1,597 -3%
CW
52
CreativeOne Wealth
Kansas
$2.48M +$254K +6,189 +12%
EWM
53
Elmwood Wealth Management
California
$2.45M -$1.02M -24,808 -31%
SNWA
54
Siligmueller & Norvid Wealth Advisors
Illinois
$2.43M -$20.7K -504 -0.9%
FIA
55
Foundations Investment Advisors
Arizona
$2.42M -$9.38K -229 -0.4%
TWP
56
Triad Wealth Partners
Kansas
$2.37M +$1.04M +25,492 +89%
BWM
57
BCS Wealth Management
Tennessee
$2.1M -$67K -1,634 -3%
EMAM
58
Encompass More Asset Management
California
$2.04M +$314K +7,652 +20%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$2.01M +$208K +5,076 +12%
BEI
60
Benjamin Edwards Inc
Missouri
$1.94M +$919K +22,431 +103%
BMM
61
Berkshire Money Management
Massachusetts
$1.94M
FFS
62
Founders Financial Securities
Maryland
$1.93M +$322K +7,867 +22%
CS
63
Capital Square
Tennessee
$1.92M +$1.79M +43,726 New
AAS
64
Avantax Advisory Services
Texas
$1.89M +$410 +10 +0%
LIWM
65
Long Island Wealth Management
New York
$1.86M +$217K +5,283 +14%
IA
66
IFP Advisors
Florida
$1.85M +$28.1K +686 +2%
CPIG
67
Chicago Partners Investment Group
Illinois
$1.84M -$319K -7,782 -16%
JCM
68
Jacobi Capital Management
Pennsylvania
$1.83M +$42.5K +1,036 +3%
OWA
69
Outlook Wealth Advisors
Texas
$1.83M -$25K -610 -1%
HI
70
Horizon Investments
North Carolina
$1.81M +$762K +18,605 +82%
LWM
71
Lakeridge Wealth Management
Ohio
$1.8M
W
72
WPWealth
Texas
$1.8M +$961K +23,443 +133%
CAL
73
Capital Analysts LLC
Pennsylvania
$1.79M -$18K -439 -1%
FCFC
74
First Commonwealth Financial Corp
Pennsylvania
$1.74M -$267K -6,507 -14%
DI
75
Diligent Investors
California
$1.63M -$17.3K -421 -1%

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.