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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
SAG
151
SageView Advisory Group
California
$644K -$7.71M -167,992 -92%
Q1WB
152
Quest 10 Wealth Builders
Virginia
$640K -$30.2K -657 -5%
MCC
153
Money Concepts Capital
Florida
$599K +$9.91K +216 +2%
LJAC
154
L.J. Altfest & Co
New York
$592K
LWA
155
Lineweaver Wealth Advisors
Ohio
$589K
SW
156
Schulz Wealth
Texas
$580K -$2.02K -44 -0.4%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$567K
RIS
158
Retirement Income Solutions
Michigan
$558K
PWMG
159
Pinnacle Wealth Management Group
Michigan
$554K
Mariner
160
Mariner
Kansas
$542K
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$535K +$529K +11,527 New
DIM
162
Delta Investment Management
California
$534K -$279K -6,087 -35%
CA
163
Corrado Advisors
New Jersey
$527K
DWM
164
Dakota Wealth Management
Florida
$522K
AWAP
165
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$520K
CFP
166
Cypress Financial Planning
New Jersey
$503K -$43.8K -955 -8%
SA
167
Sovran Advisors
California
$496K
WP
168
WealthPLAN Partners
Nebraska
$485K +$480K +10,450 New
BAM
169
Belpointe Asset Management
Nevada
$480K +$245K +5,344 +107%
MOS
170
MGO One Seven
Ohio
$479K
Neuberger Berman Group
171
Neuberger Berman Group
New York
$472K
G
172
GenTrust
Florida
$472K +$466K +10,157 New
RWM
173
Riverchase Wealth Management
Texas
$459K
CG
174
Caprock Group
Idaho
$453K -$90.5K -1,971 -17%
YWS
175
Yarger Wealth Strategies
Ohio
$427K -$11.5K -250 -3%