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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
CCG
126
Catalina Capital Group
California
$975K
CPCM
127
Cardinal Point Capital Management
Ontario, Canada
$904K
SPC
128
Sigma Planning Corp
Michigan
$898K -$18K -392 -2%
FFG
129
Fiduciary Financial Group
California
$898K
AWM
130
Atticus Wealth Management
Florida
$891K
WFP
131
Welch Financial Planning
Colorado
$888K +$877K +19,116 New
OCM
132
Orion Capital Management
California
$863K -$734 -16 -0.1%
Corient Private Wealth
133
Corient Private Wealth
Florida
$861K +$851K +18,542 New
NF
134
Nikulski Financial
Iowa
$803K -$49.8K -1,085 -6%
Lido Advisors
135
Lido Advisors
California
$780K +$771K +16,807 New
WTFG
136
Wood Tarver Financial Group
Idaho
$775K -$99.2K -2,162 -11%
CCAL
137
City Center Advisors LLC
Michigan
$756K +$53.6K +1,169 +8%
BW
138
BIP Wealth
Georgia
$749K +$741K +16,142 New
BCM
139
Beck Capital Management
Texas
$745K -$53.4K -1,164 -7%
JWM
140
Jessup Wealth Management
Ohio
$724K -$40.7K -887 -5%
SPIA
141
Steward Partners Investment Advisory
New York
$719K -$20.2K -440 -3%
PSCM
142
Per Stirling Capital Management
Texas
$700K
DAS
143
Dynamic Advisor Solutions
Arizona
$697K -$505 -11 -0.1%
MCM
144
MAI Capital Management
Ohio
$692K -$1.72M -37,440 -72%
XF
145
XML Financial
Maryland
$680K -$80.5K -1,753 -11%
JWCA
146
J.W. Cole Advisors
Florida
$674K
FFN
147
Focus Financial Network
Minnesota
$674K -$2.98K -65 -0.4%
DFA
148
DHJJ Financial Advisors
Illinois
$666K -$29.3K -639 -4%
CFD
149
Creative Financial Designs
Indiana
$649K
Citadel Advisors
150
Citadel Advisors
Florida
$647K +$640K +13,942 New