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Innovator US Equity Power Buffer ETF July

235 hedge funds and large institutions have $652M invested in Innovator US Equity Power Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-19
Holders Change %
-7.48%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
37
Reduced
111
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$139M -$5.74M -142,892 -4%
PCM
2
Penserra Capital Management
California
$47.4M +$1.64M +40,788 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$27.9M +$1.81M +44,937 +7%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$23.1M +$700K +17,420 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$19.1M -$2.76M -68,556 -13%
Raymond James Financial
6
Raymond James Financial
Florida
$18.4M +$91.4K +2,273 +0.5%
HighTower Advisors
7
HighTower Advisors
Illinois
$15.8M -$22K -547 -0.1%
William Blair & Company
8
William Blair & Company
Illinois
$14.1M -$264K -6,560 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.1M -$1.76M -43,891 -12%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$9.96M +$700K +17,427 +8%
LPL Financial
11
LPL Financial
California
$9.82M +$4.22M +104,945 +75%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$8.43M -$272K -6,775 -3%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$8.4M +$2.81M +69,920 +50%
KAS
14
Kestra Advisory Services
Texas
$8.36M -$446K -11,094 -5%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$7.91M -$991K -24,658 -11%
AFA
16
AA Financial Advisors
Ohio
$7.8M +$36.1K +897 +0.5%
MML Investors Services
17
MML Investors Services
Massachusetts
$7.73M -$1.08M -26,804 -12%
CA
18
CoreCap Advisors
Michigan
$7.07M -$82.1K -2,042 -1%
MI
19
Motiv8 Investments
Florida
$6.99M +$13.6K +338 +0.2%
HI
20
Harbour Investments
Wisconsin
$6.18M -$223K -5,551 -3%
SEP
21
Southland Equity Partners
Missouri
$6.07M -$40.4K -1,005 -0.7%
MW
22
MBL Wealth
North Carolina
$6.02M +$57K +1,419 +1%
Truist Financial
23
Truist Financial
North Carolina
$6.01M +$29.3K +730 +0.5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.97M -$190K -4,716 -3%
SCA
25
Stuart Chaussee & Associates
California
$5.74M