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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
MA
151
Mutual Advisors
Nebraska
$473K -$2.1K -51 -0.4%
CFP
152
Cypress Financial Planning
New Jersey
$454K -$40K -968 -8%
AWAP
153
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$450K
Jane Street
154
Jane Street
New York
$450K -$84.8K -2,055 -16%
RIS
155
Retirement Income Solutions
Michigan
$437K
SA
156
Sovran Advisors
California
$425K
SPC
157
Sigma Planning Corp
Michigan
$409K -$95.2K -2,307 -18%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$408K
AWM
159
Avior Wealth Management
Nebraska
$403K
Cerity Partners
160
Cerity Partners
New York
$401K
UBS Group
161
UBS Group
Switzerland
$400K +$365K +8,856 +811%
PA
162
PFG Advisors
Arizona
$385K -$36.2K -878 -8%
LSIA
163
LaSalle St. Investment Advisors
Illinois
$384K -$54.1K -1,311 -12%
TSS
164
Two Sigma Securities
New York
$383K -$68K -1,647 -15%
BWM
165
Buska Wealth Management
Wisconsin
$375K -$22K -534 -5%
CPA
166
Clear Point Advisors
New York
$372K
AWM
167
Axxcess Wealth Management
California
$371K +$381K +9,220 New
VBFG
168
Vishria Bird Financial Group
Tennessee
$356K
MCC
169
Money Concepts Capital
Florida
$351K
SWA
170
Stratos Wealth Advisors
Ohio
$336K -$3.55M -86,100 -91%
NAM
171
NorthCrest Asset Manangement
Minnesota
$334K -$87K -2,107 -20%
VWA
172
Visionary Wealth Advisors
Illinois
$329K -$175K -4,239 -34%
SEIA
173
Signature Estate & Investment Advisors
California
$322K -$74.9K -1,814 -18%
PWMG
174
Pinnacle Wealth Management Group
Michigan
$312K -$26.6K -645 -8%
AF
175
Allworth Financial
California
$311K -$20.3K -491 -6%

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.