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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
AF
176
Allworth Financial
California
$426K -$59.6M -1,298,966 -99%
TWM
177
Tradition Wealth Management
Minnesota
$424K
AWM
178
Avior Wealth Management
Nebraska
$424K
HI
179
Harbour Investments
Wisconsin
$422K -$690K -15,040 -62%
AWM
180
Axxcess Wealth Management
California
$413K -$3.53K -77 -0.9%
LSIA
181
LaSalle St. Investment Advisors
Illinois
$411K
TSW
182
Three Seasons Wealth
Utah
$406K
GGS
183
Galvin Gaustad & Stein
Arizona
$405K +$400K +8,714 New
NAM
184
NorthCrest Asset Manangement
Minnesota
$388K
TSS
185
Two Sigma Securities
New York
$375K +$370K +8,071 New
AWA
186
Arete Wealth Advisors
Illinois
$373K
PF
187
Phoenix Financial
Israel
$373K
DAS
188
Diversify Advisory Services
Utah
$370K
CWG
189
Cornerstone Wealth Group
North Carolina
$355K -$274K -5,977 -44%
CIA
190
Concurrent Investment Advisors
Florida
$354K +$350K +7,616 New
MFF
191
Michels Family Financial
Texas
$353K
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$348K
AGWCA
193
Annis Gardner Whiting Capital Advisors
Florida
$339K
CPA
194
Clear Point Advisors
New York
$337K -$45.9K -1,000 -12%
RGF
195
Retirement Guys Formula
Ohio
$333K
AAP
196
Arax Advisory Partners
Colorado
$325K +$321K +6,992 New
RPGK
197
Retirement Planning Group (Kansas)
Kansas
$322K
HWM
198
HFG Wealth Management
Texas
$315K
ATPW
199
Ashton Thomas Private Wealth
Arizona
$303K -$31.7K -691 -10%
Wells Fargo
200
Wells Fargo
California
$302K +$262K +5,711 +712%