PJUL icon

Innovator US Equity Power Buffer ETF July

234 hedge funds and large institutions have $746M invested in Innovator US Equity Power Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

9% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 77

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
234
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
CPP
176
Capasso Planning Partners
South Carolina
$301K
VWA
177
Visionary Wealth Advisors
Illinois
$297K
CHC
178
City Holding Co
West Virginia
$296K
SFA
179
Sequoia Financial Advisors
Ohio
$289K
DWM
180
Dakota Wealth Management
Florida
$285K
BWM
181
Brown Wealth Management
Illinois
$279K
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$277K
JWM
183
Jessup Wealth Management
Ohio
$276K
KFP
184
KMG Fiduciary Partners
Ohio
$262K
SFM
185
Signet Financial Management
New Jersey
$252K
RPGK
186
Retirement Planning Group (Kansas)
Kansas
$249K
IWM
187
IHT Wealth Management
Illinois
$248K
AWA
188
Arete Wealth Advisors
Illinois
$242K
Betterment LLC
189
Betterment LLC
New York
$238K
MOS
190
MGO One Seven
Ohio
$238K
EWA
191
EverSource Wealth Advisors
Alabama
$237K
CIA
192
Cape Investment Advisory
Georgia
$237K
CNWM
193
Clay Northam Wealth Management
California
$233K
IIA
194
Integral Investment Advisors
California
$231K
SCM
195
Schnieders Capital Management
California
$230K
ACM
196
Advance Capital Management
Michigan
$224K
FNWA
197
Financial Network Wealth Advisors
Utah
$220K
APP
198
Avantax Planning Partners
Iowa
$217K
WC
199
Waterloo Capital
Texas
$209K
MCM
200
Mitchell Capital Management
Kansas
$201K