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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
LIWM
76
Long Island Wealth Management
New York
$1.49M -$1.81M -43,821 -54%
AWM
77
AE Wealth Management
Kansas
$1.46M -$67.4K -1,634 -4%
FFS
78
Founders Financial Securities
Maryland
$1.44M +$770K +18,652 +107%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M -$14.4K -350 -1%
TF
80
Trek Financial
Arizona
$1.35M -$42.7K -1,035 -3%
RA
81
RFG Advisory
Alabama
$1.33M +$406K +9,842 +42%
AWAG
82
ARS Wealth Advisors Group
Florida
$1.31M -$335K -8,114 -20%
CPG
83
Cornerstone Planning Group
New Jersey
$1.31M +$1.37M +33,196 New
KWS
84
Keystone Wealth Services
California
$1.3M
SI
85
Stephens Inc
Arkansas
$1.23M
NFG
86
Nations Financial Group
Iowa
$1.22M -$4.58K -111 -0.4%
BFC
87
Bedel Financial Consulting
Indiana
$1.21M
AA
88
Armis Advisers
Georgia
$1.2M -$163K -3,938 -12%
KWM
89
Kingsview Wealth Management
Oregon
$1.2M
MCM
90
MAI Capital Management
Ohio
$1.18M -$265K -6,416 -18%
CB
91
Chris Bulman
California
$1.18M -$15.1K -365 -1%
ODFS
92
O'Donnell Financial Services
California
$1.15M -$183K -4,427 -13%
TWP
93
Triad Wealth Partners
Kansas
$1.14M +$473K +11,452 +67%
HAS
94
HBW Advisory Services
California
$1.14M -$4.21K -102 -0.4%
GCP
95
Gill Capital Partners
Colorado
$1.11M
TC
96
TownSquare Capital
Utah
$1.08M -$4.29K -104 -0.4%
WA
97
Wealth Alliance
New York
$1.07M -$103K -2,500 -9%
FFA
98
Fragasso Financial Advisors
Pennsylvania
$1.06M -$28.1K -681 -3%
CRWM
99
Castle Rock Wealth Management
California
$1.06M
OMC
100
Old Mission Capital
Illinois
$1.05M +$751K +18,186 +229%

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.