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Innovator US Equity Power Buffer ETF July

264 hedge funds and large institutions have $845M invested in Innovator US Equity Power Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 100 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

11% less capital invested

Capital invested by funds: $949M → $845M (-$104M)

56% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 100

Holders
264
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$152M
PCM
2
Penserra Capital Management
California
$62.2M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.4M
William Blair & Company
4
William Blair & Company
Illinois
$29.4M
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$25.1M
CAG
6
Compass Advisory Group
New York
$23.9M
Osaic Holdings
7
Osaic Holdings
Arizona
$20.9M
Raymond James Financial
8
Raymond James Financial
Florida
$20.1M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19.1M
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$17M
HighTower Advisors
11
HighTower Advisors
Illinois
$16.1M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$14.7M
LPL Financial
13
LPL Financial
California
$14.5M
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$13M
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$12.9M
BCI
16
Brinker Capital Investments
Pennsylvania
$10.2M
KAS
17
Kestra Advisory Services
Texas
$9.58M
WIA
18
World Investment Advisors
California
$9.52M
MML Investors Services
19
MML Investors Services
Massachusetts
$8.99M
CA
20
CoreCap Advisors
Michigan
$8.94M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$8.83M
AFA
22
AA Financial Advisors
Ohio
$8.4M
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$7.39M
MW
24
MBL Wealth
North Carolina
$7.03M
Truist Financial
25
Truist Financial
North Carolina
$7M