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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
TWM
176
Tradition Wealth Management
Minnesota
$307K
TSW
177
Three Seasons Wealth
Utah
$306K
DAS
178
Diversify Advisory Services
Utah
$303K
SOS
179
Silver Oak Securities
Tennessee
$290K -$8.91K -216 -3%
NIA
180
NBZ Investment Advisors
Tennessee
$288K -$462K -11,187 -61%
RGF
181
Retirement Guys Formula
Ohio
$288K
CHC
182
City Holding Co
West Virginia
$273K -$7.92K -192 -3%
VCM
183
Virtue Capital Management
Tennessee
$262K +$269K +6,519 New
DWM
184
Dakota Wealth Management
Florida
$261K
BWM
185
Brown Wealth Management
Illinois
$258K
MCM
186
Mitchell Capital Management
Kansas
$249K
KFP
187
KMG Fiduciary Partners
Ohio
$240K
Betterment LLC
188
Betterment LLC
New York
$238K +$30.5K +738 +14%
BFA
189
Beacon Financial Advisory
Ohio
$236K
SFM
190
Signet Financial Management
New Jersey
$231K
CIA
191
Cape Investment Advisory
Georgia
$229K
RPGK
192
Retirement Planning Group (Kansas)
Kansas
$228K
IWM
193
IHT Wealth Management
Illinois
$228K -$15.8K -382 -6%
ATPW
194
Ashton Thomas Private Wealth
Arizona
$226K +$232K +5,630 New
JWM
195
Jessup Wealth Management
Ohio
$222K
SFA
196
Sequoia Financial Advisors
Ohio
$218K
EWA
197
EverSource Wealth Advisors
Alabama
$217K
AWA
198
Arete Wealth Advisors
Illinois
$215K
CNWM
199
Clay Northam Wealth Management
California
$213K -$61.9K -1,500 -22%
IIA
200
Integral Investment Advisors
California
$211K

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.