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Innovator US Equity Power Buffer ETF July

236 hedge funds and large institutions have $760M invested in Innovator US Equity Power Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $662M → $760M (+$97.8M)

5.71% more ownership

Funds ownership: 78.12%83.83% (+5.7%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 239236 (-3)

10% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 79

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
236
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
71
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$148M -$3.29M -80,313 -2%
PCM
2
Penserra Capital Management
California
$60.1M +$7.89M +192,427 +16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.7M +$3.12M +76,119 +11%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$26.5M +$18.9M +462,065 +329%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$26.4M +$1.13M +27,569 +5%
Raymond James Financial
6
Raymond James Financial
Florida
$20.7M +$589K +14,362 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$19.6M -$1.14M -27,718 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.7M +$4.13M +100,657 +31%
William Blair & Company
9
William Blair & Company
Illinois
$15.4M +$16.8K +411 +0.1%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$13.8M +$4.27M +104,250 +50%
HighTower Advisors
11
HighTower Advisors
Illinois
$13.1M -$3.8M -92,650 -24%
LPL Financial
12
LPL Financial
California
$11.2M +$447K +10,913 +4%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$11.2M +$1.86M +45,273 +22%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$10.8M -$76.2K -1,860 -0.8%
KAS
15
Kestra Advisory Services
Texas
$9.6M +$456K +11,121 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.65M +$207K +5,052 +3%
AFA
17
AA Financial Advisors
Ohio
$8.39M -$119K -2,908 -1%
CA
18
CoreCap Advisors
Michigan
$8.38M +$621K +15,150 +9%
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$8.23M -$378K -9,234 -5%
NA
20
NewEdge Advisors
Louisiana
$8.04M +$4.16M +101,387 +124%
BCI
21
Brinker Capital Investments
Pennsylvania
$7.54M +$3.5M +85,473 +99%
MI
22
Motiv8 Investments
Florida
$7.52M -$94.7K -2,310 -1%
SEP
23
Southland Equity Partners
Missouri
$6.72M +$82.5K +2,013 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.67M +$150K +3,660 +2%
MW
25
MBL Wealth
North Carolina
$6.66M +$86.5K +2,110 +1%

PJUL Hedge Fund Activity: Q2 2025 in Review

236 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF July (PJUL) for Q2 2025, worth a combined $760M — up 15% from $662M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PJUL and 19 opened new positions — a net loss of 1 holder — while 79 trimmed existing stakes and 71 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $18.9M. The largest seller was Financial Services Advisory, exiting entirely with an estimated $5.42M sold.

  • 236 institutional investors held Innovator US Equity Power Buffer ETF July (PJUL) as of Q2 2025, down from 239 in Q1 2025.
  • Funds reported $760M of Innovator US Equity Power Buffer ETF July stock for Q2 2025, up 15% quarter-over-quarter.
  • 19 funds opened new Innovator US Equity Power Buffer ETF July positions in Q2 2025 and 20 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Power Buffer ETF July buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $18.9M added.
  • The largest Innovator US Equity Power Buffer ETF July seller in Q2 2025 was Financial Services Advisory, an estimated $5.42M sold.

Based on aggregated 13F filings for Q2 2025.