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Innovator US Equity Power Buffer ETF July

269 hedge funds and large institutions have $856M 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, 102 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

6% more funds holding

Funds holding: 253269 (+16)

0.61% more ownership

Funds ownership: 79.14%79.75% (+0.61%)

11% less capital invested

Capital invested by funds: $959M → $856M (-$104M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

57% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 102

Holders
269
Holders Change
+16
Holders Change %
+6.32%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
36
Increased
44
Reduced
102
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$152M -$1.42M -31,026 -0.9%
PCM
2
Penserra Capital Management
California
$62.2M -$2.5M -54,551 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M -$683K -14,888 -2%
William Blair & Company
4
William Blair & Company
Illinois
$29.4M -$196K -4,267 -0.7%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$25.1M -$3.88M -84,537 -14%
CAG
6
Compass Advisory Group
New York
$23.9M +$50.1K +1,091 +0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
$20.9M -$7.4M -161,204 -26%
Raymond James Financial
8
Raymond James Financial
Florida
$20.1M -$4.36M -94,927 -18%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19.1M -$5.79M -126,198 -24%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$17M +$14.8M +323,374 +751%
HighTower Advisors
11
HighTower Advisors
Illinois
$16.1M -$391K -8,514 -2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$14.7M +$106K +2,299 +0.7%
LPL Financial
13
LPL Financial
California
$14.5M +$1.43M +31,097 +11%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$13M +$111K +2,424 +0.9%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$12.9M +$1.05M +22,886 +9%
BCI
16
Brinker Capital Investments
Pennsylvania
$10.2M +$370K +8,061 +4%
KAS
17
Kestra Advisory Services
Texas
$9.58M +$3.9K +85 +0%
WIA
18
World Investment Advisors
California
$9.52M +$3.54M +77,031 +60%
MML Investors Services
19
MML Investors Services
Massachusetts
$8.99M -$1.77M -38,487 -17%
CA
20
CoreCap Advisors
Michigan
$8.94M -$30.3K -661 -0.3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$8.83M +$468K +10,201 +6%
AFA
22
AA Financial Advisors
Ohio
$8.4M -$473K -10,296 -5%
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$7.39M -$514K -11,192 -7%
MW
24
MBL Wealth
North Carolina
$7.03M -$67K -1,461 -1%
Truist Financial
25
Truist Financial
North Carolina
$7M +$25.3K +552 +0.4%