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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
AllianceBernstein
1
AllianceBernstein
Tennessee
$139M -$5.9M -142,892 -4%
PCM
2
Penserra Capital Management
California
$47.4M +$1.68M +40,788 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$27.9M +$1.85M +44,937 +7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$23.1M +$719K +17,420 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$19.1M -$2.83M -68,556 -13%
Raymond James Financial
6
Raymond James Financial
Florida
$18.4M +$93.8K +2,273 +0.5%
HighTower Advisors
7
HighTower Advisors
Illinois
$15.8M -$22.6K -547 -0.1%
William Blair & Company
8
William Blair & Company
Illinois
$14.1M -$271K -6,560 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.1M -$1.81M -43,891 -12%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$9.96M +$719K +17,427 +8%
LPL Financial
11
LPL Financial
California
$9.82M +$4.33M +104,945 +75%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$8.43M -$280K -6,775 -3%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$8.4M +$2.89M +69,920 +50%
KAS
14
Kestra Advisory Services
Texas
$8.36M -$458K -11,094 -5%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$7.91M -$1.02M -24,658 -11%
AFA
16
AA Financial Advisors
Ohio
$7.8M +$37K +897 +0.5%
MML Investors Services
17
MML Investors Services
Massachusetts
$7.72M -$1.11M -26,804 -12%
CA
18
CoreCap Advisors
Michigan
$7.07M -$84.3K -2,042 -1%
MI
19
Motiv8 Investments
Florida
$6.99M +$13.9K +338 +0.2%
HI
20
Harbour Investments
Wisconsin
$6.18M -$229K -5,551 -3%
SEP
21
Southland Equity Partners
Missouri
$6.07M -$41.5K -1,005 -0.7%
MW
22
MBL Wealth
North Carolina
$6.02M +$58.6K +1,419 +1%
Truist Financial
23
Truist Financial
North Carolina
$6.01M +$30.1K +730 +0.5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.96M -$195K -4,716 -3%
SCA
25
Stuart Chaussee & Associates
California
$5.74M

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.