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Innovator US Equity Power Buffer ETF June

152 hedge funds and large institutions have $419M invested in Innovator US Equity Power Buffer ETF June in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
15
Reduced
76
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$413K -$79.6K -2,150 -16%
FA
102
FSA Advisors
Michigan
$410K -$14.9K -406 -4%
JCM
103
Jacobi Capital Management
Pennsylvania
$402K
BWP
104
Balboa Wealth Partners
Arizona
$394K
BWM
105
BCGM Wealth Management
Indiana
$369K
IA
106
Integrity Alliance
Iowa
$362K +$362K +9,780 New
ASN
107
Advisory Services Network
Georgia
$357K -$47.6K -1,287 -12%
AWM
108
Axxcess Wealth Management
California
$357K +$357K +9,646 New
USCWA
109
U.S. Capital Wealth Advisors
Texas
$356K +$8.18K +221 +2%
FIA
110
Foundations Investment Advisors
Arizona
$356K +$30.9K +835 +10%
LBC
111
Leigh Baldwin & Co
New York
$351K
TWP
112
TFO Wealth Partners
Ohio
$332K +$332K +8,977 New
SFA
113
Sequoia Financial Advisors
Ohio
$332K -$156K -4,216 -32%
AWM
114
Atticus Wealth Management
Florida
$330K
FWIA
115
Fort Washington Investment Advisors
Ohio
$326K
EWM
116
Elmwood Wealth Management
California
$294K -$50K -1,350 -15%
BFA
117
Beacon Financial Advisory
Ohio
$287K
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$282K
CAL
119
Capital Analysts LLC
Pennsylvania
$282K
TF
120
Trek Financial
Arizona
$272K +$888 +24 +0.3%
UBS Group
121
UBS Group
Switzerland
$265K +$265K +7,147 New
CNWM
122
Clay Northam Wealth Management
California
$247K
IF
123
Integrity Financial
Wyoming
$237K
SPWM
124
Straight Path Wealth Management
Michigan
$237K
BFC
125
Bedel Financial Consulting
Indiana
$232K