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Innovator US Equity Power Buffer ETF July

269 hedge funds and large institutions have $856M invested in Innovator US Equity Power Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 102 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

6% more funds holding

Funds holding: 253269 (+16)

0.61% more ownership

Funds ownership: 79.14%79.75% (+0.61%)

11% less capital invested

Capital invested by funds: $959M → $856M (-$104M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

57% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 102

Holders
269
Holders Change
+16
Holders Change %
+6.32%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
44
Reduced
102
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$2.84M -$34.6K -753 -1%
CA
52
COFG Advisors
Illinois
$2.83M +$2.79M +60,894 New
HI
53
Horizon Investments
North Carolina
$2.78M +$387K +8,425 +16%
EWM
54
Elmwood Wealth Management
California
$2.76M +$4.54K +99 +0.2%
CWRP
55
Cassady Wealth & Retirement Planning
Nevada
$2.61M +$2.58M +56,109 New
FIA
56
Foundations Investment Advisors
Arizona
$2.59M +$110K +2,400 +4%
WCM
57
Weaver Capital Management
Georgia
$2.57M -$1.2M -26,130 -32%
BA
58
Bellwether Advisors
Nebraska
$2.57M +$458K +9,980 +22%
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$2.52M -$151K -3,280 -6%
W
60
WorthPointe
California
$2.47M -$65.5K -1,428 -3%
SL
61
Sentinus LLC
Illinois
$2.39M +$2.36M +51,456 New
CW
62
CreativeOne Wealth
Kansas
$2.34M -$88.7K -1,933 -4%
KWM
63
KFG Wealth Management
Indiana
$2.32M -$1.38M -29,974 -38%
BWAM
64
Blue Water Asset Management
Michigan
$2.25M +$2.23M +48,510 New
FCFC
65
First Commonwealth Financial Corp
Pennsylvania
$2.19M -$4.77K -104 -0.2%
EMAM
66
Encompass More Asset Management
California
$2.16M +$6.84K +149 +0.3%
LIWM
67
Long Island Wealth Management
New York
$2.14M +$25K +545 +1%
CF
68
Centaurus Financial
California
$2.12M -$29.1K -633 -1%
CS
69
Capital Square
Tennessee
$2.06M +$4.04K +88 +0.2%
BMM
70
Berkshire Money Management
Massachusetts
$2.05M
NA
71
NewEdge Advisors
Louisiana
$2.02M -$6.36M -138,534 -76%
FFG
72
Fortune Financial Group
Florida
$2.01M +$1.55M +33,807 New
CAL
73
Capital Analysts LLC
Pennsylvania
$1.97M -$1.01K -22 -0.1%
LWM
74
Lakeridge Wealth Management
Ohio
$1.94M
JCM
75
Jacobi Capital Management
Pennsylvania
$1.94M