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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
FA
101
FSA Advisors
Michigan
$1.05M +$12.9K +313 +1%
KA
102
Kearns & Associates
California
$1.04M
ASN
103
Advisory Services Network
Georgia
$959K -$3.92K -95 -0.4%
CA
104
Continuum Advisory
Idaho
$948K -$65.7K -1,593 -6%
CPCM
105
Cardinal Point Capital Management
Ontario, Canada
$938K -$289K -7,007 -23%
HI
106
Horizon Investments
North Carolina
$910K +$393K +9,521 +73%
BBHC
107
Brown Brothers Harriman & Co
New York
$903K
SB
108
Strategic Blueprint
Georgia
$892K -$175K -4,237 -16%
BEI
109
Benjamin Edwards Inc
Missouri
$875K -$289 -7 -0%
BA
110
Bellwether Advisors
Nebraska
$874K -$55K -1,333 -6%
IFG
111
Independent Financial Group
California
$856K -$28.7K -695 -3%
CAG
112
Compass Advisory Group
New York
$847K -$69.7K -1,690 -7%
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$816K
AWP
114
Ascent Wealth Partners
New York
$776K +$284K +6,890 +55%
AWM
115
Atticus Wealth Management
Florida
$771K
VPF
116
Vantage Point Financial
Illinois
$753K +$46.9K +1,136 +6%
AF
117
Advisornet Financial
Minnesota
$749K +$10.4K +252 +1%
FFG
118
Fiduciary Financial Group
California
$749K
OCM
119
Orion Capital Management
California
$747K
CFP
120
Comprehensive Financial Planning
Pennsylvania
$735K -$4.58K -111 -0.6%
DIM
121
Delta Investment Management
California
$713K -$290K -7,030 -28%
W
122
WPWealth
Texas
$707K
BCM
123
Beck Capital Management
Texas
$704K -$51.2K -1,240 -7%
XF
124
XML Financial
Maryland
$660K -$101K -2,437 -13%
NF
125
Nikulski Financial
Iowa
$655K -$94.9K -2,300 -12%

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.