PJUL icon

Innovator US Equity Power Buffer ETF July

267 hedge funds and large institutions have $847M 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, 100 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

11% less capital invested

Capital invested by funds: $950M → $847M (-$103M)

56% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 100

Holders
267
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
BWM
201
Buska Wealth Management
Wisconsin
$290K
FNWA
202
Financial Network Wealth Advisors
Utah
$287K
SCS
203
Southern Capital Services
Alabama
$286K
SFA
204
Sequoia Financial Advisors
Ohio
$276K
EWA
205
EverSource Wealth Advisors
Alabama
$274K
MCM
206
Mitchell Capital Management
Kansas
$274K
BRPW
207
Ballast Rock Private Wealth
South Carolina
$270K
SFM
208
Signet Financial Management
New Jersey
$267K
SP
209
Sequent Planning
Nebraska
$265K
PPF
210
Pacific Park Financial
California
$264K
AFP
211
Ausdal Financial Partners
Iowa
$262K
SEIA
212
Signature Estate & Investment Advisors
California
$260K
CHC
213
City Holding Co
West Virginia
$259K
CA
214
Clearstead Advisors
Ohio
$254K
IWM
215
IHT Wealth Management
Illinois
$252K
CIA
216
Cape Investment Advisory
Georgia
$251K
KFP
217
KMG Fiduciary Partners
Ohio
$250K
GA
218
Goldstein Advisors
Wisconsin
$249K
VWA
219
Visionary Wealth Advisors
Illinois
$247K
CNWM
220
Clay Northam Wealth Management
California
$247K
SCM
221
Schnieders Capital Management
California
$244K
BSCCG
222
Blue Sky Capital Consultants Group
California
$243K
FFG
223
Frisch Financial Group
New York
$242K
AIM
224
Advyzon Investment Management
Illinois
$239K
ACM
225
Advance Capital Management
Michigan
$237K