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
AF
201
Advisornet Financial
Minnesota
$196K
NB
202
NBT Bank
New York
$175K
Bank of America
203
Bank of America
North Carolina
$169K
S
204
SignatureFD
Georgia
$142K
IF
205
Integrity Financial
Wyoming
$138K
WP
206
WealthShield Partners
North Carolina
$115K
US Bancorp
207
US Bancorp
Minnesota
$107K
GWM
208
Geneos Wealth Management
Colorado
$106K
CIAS
209
Capital Investment Advisory Services
North Carolina
$101K
WWM
210
Wagner Wealth Management
South Carolina
$87.7K
AC
211
AlphaCore Capital
California
$83.3K
NP
212
NorthRock Partners
Minnesota
$73.9K
PP
213
PFS Partners
New Jersey
$69.2K
Morgan Stanley
214
Morgan Stanley
New York
$63.9K
CFG
215
Chapman Financial Group
Hawaii
$52.6K
WA
216
Whipplewood Advisors
Colorado
$39.2K
AssetMark Inc
217
AssetMark Inc
California
$38.8K
CFS
218
Compass Financial Services
Iowa
$36.9K
Wells Fargo
219
Wells Fargo
California
$35.2K
EWM
220
Evermay Wealth Management
Virginia
$27K
AAS
221
Ameritas Advisory Services
Nebraska
$25.9K
AIC
222
Archer Investment Corporation
Indiana
$21.7K
BWM
223
Bernard Wealth Management
Michigan
$21.1K
AGWCA
224
Annis Gardner Whiting Capital Advisors
Florida
$20.7K
KFGG
225
Keystone Financial Group (Georgia)
Georgia
$15.4K