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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
CB
101
Chris Bulman
California
$1.3M -$172K -3,755 -12%
BFC
102
Bedel Financial Consulting
Indiana
$1.28M
JRPIM
103
Journey Retirement Planning & Investment Management
Idaho
$1.27M +$1.26M +27,428 New
VPF
104
Vantage Point Financial
Illinois
$1.25M +$189K +4,124 +18%
SWA
105
Stratos Wealth Advisors
Ohio
$1.21M -$140K -3,059 -10%
KA
106
Kearns & Associates
California
$1.2M
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$1.19M +$1.18M +25,646 New
CRWM
108
Castle Rock Wealth Management
California
$1.17M -$27.1K -591 -2%
FA
109
FSA Advisors
Michigan
$1.17M +$41.4K +901 +4%
IFG
110
Independent Financial Group
California
$1.14M
HAS
111
HBW Advisory Services
California
$1.14M -$341K -7,436 -23%
ODFS
112
O'Donnell Financial Services
California
$1.13M
Cerity Partners
113
Cerity Partners
New York
$1.13M -$1.07M -23,402 -49%
GAA
114
Global Assets Advisory
Florida
$1.11M -$3.17K -69 -0.3%
RA
115
RFG Advisory
Alabama
$1.1M -$34.8K -758 -3%
ACM
116
AlphaStar Capital Management
North Carolina
$1.1M +$1.09M +23,667 New
WIM
117
WealthPlan Investment Management
Nebraska
$1.09M +$1.08M +23,581 New
MFG
118
Merit Financial Group
Georgia
$1.07M +$724K +15,781 +217%
FTEA
119
Forty-three Eighteen Advisors
Arkansas
$1.07M +$1.05M +22,964 New
GS
120
GTS Securities
New York
$1.05M +$591K +12,886 +134%
BBHC
121
Brown Brothers Harriman & Co
New York
$1.04M
KWM
122
Kingsview Wealth Management
Oregon
$1.04M -$34.9K -760 -3%
CA
123
Continuum Advisory
Idaho
$1M -$184 -4 -0%
FFA
124
Fragasso Financial Advisors
Pennsylvania
$991K -$287K -6,243 -23%
US Bancorp
125
US Bancorp
Minnesota
$979K -$209K -4,545 -18%