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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
SCM
201
Schnieders Capital Management
California
$211K
Citadel Advisors
202
Citadel Advisors
Florida
$206K +$211K +5,116 New
ACM
203
Advance Capital Management
Michigan
$205K
GWM
204
Geneos Wealth Management
Colorado
$195K +$100K +2,422 +100%
TIM
205
Thompson Investment Management
Wisconsin
$178K
NB
206
NBT Bank
New York
$160K
Bank of America
207
Bank of America
North Carolina
$155K
S
208
SignatureFD
Georgia
$130K
IF
209
Integrity Financial
Wyoming
$126K
WP
210
WealthShield Partners
North Carolina
$105K +$93.7K +2,271 +666%
US Bancorp
211
US Bancorp
Minnesota
$97.6K
CIAS
212
Capital Investment Advisory Services
North Carolina
$92.3K -$1.03K -25 -1%
WWMSC
213
Wagner Wealth Management (South Carolina)
South Carolina
$80.4K
FNWA
214
Financial Network Wealth Advisors
Utah
$76.6K +$8.71K +211 +12%
AC
215
AlphaCore Capital
California
$76.4K
NP
216
NorthRock Partners
Minnesota
$67.7K +$69.5K +1,685 New
NWMP
217
Noble Wealth Management PBC
Colorado
$66.3K
Morgan Stanley
218
Morgan Stanley
New York
$58.6K -$181K -4,394 -75%
WA
219
Whipplewood Advisors
Colorado
$35.9K +$1.2M +29,154 +3,265%
AssetMark Inc
220
AssetMark Inc
California
$35.5K -$4.13K -100 -10%
Barclays
221
Barclays
United Kingdom
$34.4K +$25.2K +611 +250%
CFS
222
Compass Financial Services
Iowa
$33.8K +$34.7K +841 New
Wells Fargo
223
Wells Fargo
California
$32.2K
SFGP
224
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$31.9K
Jones Financial Companies
225
Jones Financial Companies
Missouri
$31.5K +$32.4K +785 New

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.