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Innovator US Equity Power Buffer ETF July

253 hedge funds and large institutions have $959M invested in Innovator US Equity Power Buffer ETF July in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

49% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 67

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

26% more capital invested

Capital invested by funds: $760M → $959M (+$199M)

7% more funds holding

Funds holding: 236253 (+17)

4.69% less ownership

Funds ownership: 83.83%79.14% (-4.7%)

Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
33
Increased
100
Reduced
67
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$150M -$3.09M -69,240 -2%
PCM
2
Penserra Capital Management
California
$63.5M +$1.02M +22,770 +2%
AF
3
Allworth Financial
California
$59.7M +$58.1M +1,300,310 +16,594%
BCM
4
Brookstone Capital Management
Illinois
$36.4M +$32M +715,559 +876%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.5M -$1.54M -34,370 -4%
William Blair & Company
6
William Blair & Company
Illinois
$29.1M +$12.9M +287,972 +82%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$28.4M +$940K +21,037 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.6M +$7.32M +163,755 +37%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24.5M +$4.94M +110,561 +26%
Raymond James Financial
10
Raymond James Financial
Florida
$24M +$2.47M +55,198 +12%
CAG
11
Compass Advisory Group
New York
$23.4M +$21.9M +489,079 +2,037%
HighTower Advisors
12
HighTower Advisors
Illinois
$16.2M +$2.5M +55,869 +19%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$15M +$681K +15,235 +5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$14.4M +$3.08M +69,027 +28%
LPL Financial
15
LPL Financial
California
$12.8M +$1.11M +24,827 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$12.6M -$14.6M -326,289 -54%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$11.6M -$1.61K -36 -0%
MML Investors Services
18
MML Investors Services
Massachusetts
$10.6M +$1.55M +34,761 +18%
BCI
19
Brinker Capital Investments
Pennsylvania
$9.61M +$1.74M +38,865 +23%
KAS
20
Kestra Advisory Services
Texas
$9.41M -$570K -12,758 -6%
CA
21
CoreCap Advisors
Michigan
$8.81M +$96K +2,149 +1%
AFA
22
AA Financial Advisors
Ohio
$8.72M -$894 -20 -0%
NA
23
NewEdge Advisors
Louisiana
$8.3M -$55.4K -1,239 -0.7%
SAG
24
SageView Advisory Group
California
$8.29M +$2.1M +47,069 +35%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.21M +$1.25M +27,876 +18%