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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
SPIA
126
Steward Partners Investment Advisory
New York
$640K -$4.13K -100 -0.6%
USCWA
127
U.S. Capital Wealth Advisors
Texas
$635K -$322K -7,811 -33%
AQR Capital Management
128
AQR Capital Management
Connecticut
$631K +$45.4K +1,100 +8%
SAG
129
SageView Advisory Group
California
$616K
Q1WB
130
Quest 10 Wealth Builders
Virginia
$596K
SW
131
Schulz Wealth
Texas
$596K
JWCA
132
J.W. Cole Advisors
Florida
$591K +$607K +14,699 New
WTFG
133
Wood Tarver Financial Group
Idaho
$586K -$1.44K -35 -0.2%
CWG
134
Cornerstone Wealth Group
North Carolina
$584K
CFD
135
Creative Financial Designs
Indiana
$573K -$139K -3,357 -19%
DFA
136
DHJJ Financial Advisors
Illinois
$570K -$49.5K -1,200 -8%
HWM
137
HFG Wealth Management
Texas
$557K -$3.56M -86,223 -86%
GI
138
Gradient Investments
Minnesota
$555K
AAP
139
Arax Advisory Partners
Colorado
$544K -$5.08K -123 -0.9%
FFN
140
Focus Financial Network
Minnesota
$544K -$2.6K -63 -0.5%
VA
141
Valmark Advisers
Ohio
$529K -$291K -7,042 -35%
LJAC
142
L.J. Altfest & Co
New York
$517K
IA
143
Integrity Alliance
Iowa
$512K +$526K +12,734 New
LWA
144
Lineweaver Wealth Advisors
Ohio
$510K
YWS
145
Yarger Wealth Strategies
Ohio
$502K
CCAL
146
City Center Advisors LLC
Michigan
$497K +$24.6K +595 +5%
MWM
147
Modern Wealth Management
Kansas
$489K
CAC
148
Certified Advisory Corp
Florida
$488K -$74K -1,794 -13%
Mariner
149
Mariner
Kansas
$480K -$27.3K -662 -5%
PSCM
150
Per Stirling Capital Management
Texas
$479K -$3.38K -82 -0.7%

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.