PJUL icon

Innovator US Equity Power Buffer ETF July

267 hedge funds and large institutions have $847M 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, 100 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

11% less capital invested

Capital invested by funds: $950M → $847M (-$103M)

56% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 100

Holders
267
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
151
Money Concepts Capital
Florida
$599K
LJAC
152
L.J. Altfest & Co
New York
$592K
LWA
153
Lineweaver Wealth Advisors
Ohio
$589K
SW
154
Schulz Wealth
Texas
$580K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$567K
RIS
156
Retirement Income Solutions
Michigan
$558K
PWMG
157
Pinnacle Wealth Management Group
Michigan
$554K
Mariner
158
Mariner
Kansas
$542K
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$535K
DIM
160
Delta Investment Management
California
$534K
CA
161
Corrado Advisors
New Jersey
$527K
DWM
162
Dakota Wealth Management
Florida
$522K
AWAP
163
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$520K
CFP
164
Cypress Financial Planning
New Jersey
$503K
SA
165
Sovran Advisors
California
$496K
WP
166
WealthPLAN Partners
Nebraska
$485K
BAM
167
Belpointe Asset Management
Nevada
$480K
MOS
168
MGO One Seven
Ohio
$479K
Neuberger Berman Group
169
Neuberger Berman Group
New York
$472K
G
170
GenTrust
Florida
$472K
RWM
171
Riverchase Wealth Management
Texas
$459K
CG
172
Caprock Group
Idaho
$453K
YWS
173
Yarger Wealth Strategies
Ohio
$427K
AF
174
Allworth Financial
California
$426K
TWM
175
Tradition Wealth Management
Minnesota
$424K