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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
AFP
201
ATX Financial Planning
Texas
$301K +$297K +6,480 New
BWM
202
Brown Wealth Management
Illinois
$296K +$138 +3 +0%
BWM
203
Buska Wealth Management
Wisconsin
$290K -$28.3K -616 -9%
FNWA
204
Financial Network Wealth Advisors
Utah
$287K +$11.7K +255 +4%
SCS
205
Southern Capital Services
Alabama
$286K +$282K +6,153 New
SFA
206
Sequoia Financial Advisors
Ohio
$276K -$52.3K -1,140 -16%
EWA
207
EverSource Wealth Advisors
Alabama
$274K
MCM
208
Mitchell Capital Management
Kansas
$274K
BRPW
209
Ballast Rock Private Wealth
South Carolina
$270K +$267K +5,809 New
SFM
210
Signet Financial Management
New Jersey
$267K
SP
211
Sequent Planning
Nebraska
$265K -$51K -1,112 -16%
PPF
212
Pacific Park Financial
California
$264K +$261K +5,692 New
AFP
213
Ausdal Financial Partners
Iowa
$262K +$14K +306 +6%
SEIA
214
Signature Estate & Investment Advisors
California
$260K -$10.8K -236 -4%
CHC
215
City Holding Co
West Virginia
$259K -$918 -20 -0.4%
CA
216
Clearstead Advisors
Ohio
$254K
IWM
217
IHT Wealth Management
Illinois
$252K
CIA
218
Cape Investment Advisory
Georgia
$251K +$248K +5,400 New
KFP
219
KMG Fiduciary Partners
Ohio
$250K
GA
220
Goldstein Advisors
Wisconsin
$249K +$246K +5,357 New
VWA
221
Visionary Wealth Advisors
Illinois
$247K -$66.5K -1,449 -21%
CNWM
222
Clay Northam Wealth Management
California
$247K
SCM
223
Schnieders Capital Management
California
$244K
BSCCG
224
Blue Sky Capital Consultants Group
California
$243K
FFG
225
Frisch Financial Group
New York
$242K