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Innovator US Equity Power Buffer ETF June

164 hedge funds and large institutions have $577M invested in Innovator US Equity Power Buffer ETF June in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 73 reducing their positions, and 12 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:

7% less capital invested

Capital invested by funds: $620M → $577M (-$43M)

78% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 73

Holders
164
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

Top Buyers

1 +$16.3M
2 +$1.72M
3 +$1.21M
4
BW
BIP Wealth
Georgia
+$1.05M
5
LPL Financial
LPL Financial
California
+$916K
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
101
Jacobi Capital Management
Pennsylvania
$454K
BCM
102
Beck Capital Management
Texas
$454K
FIA
103
Foundations Investment Advisors
Arizona
$439K
BAM
104
Belpointe Asset Management
Nevada
$425K
FA
105
Faithward Advisors
Pennsylvania
$419K
BWM
106
BCGM Wealth Management
Indiana
$418K
CWS
107
Cypress Wealth Services
California
$406K
BFA
108
Beacon Financial Advisory
Ohio
$402K
AWM
109
Axxcess Wealth Management
California
$393K
HI
110
Harbour Investments
Wisconsin
$387K
SFA
111
Sequoia Financial Advisors
Ohio
$376K
AG
112
AmeriFlex Group
Nevada
$375K
CIA
113
Concurrent Investment Advisors
Florida
$371K
BRPW
114
Ballast Rock Private Wealth
South Carolina
$365K
PF
115
Phoenix Financial
Israel
$362K
CAL
116
Capital Analysts LLC
Pennsylvania
$347K
RPGK
117
Retirement Planning Group (Kansas)
Kansas
$334K
BSCCG
118
Blue Sky Capital Consultants Group
California
$332K
SWA
119
Stratos Wealth Advisors
Ohio
$332K
AAP
120
Arax Advisory Partners
Colorado
$326K
Citadel Advisors
121
Citadel Advisors
Florida
$318K
BRWA
122
B. Riley Wealth Advisors
Florida
$314K
BWM
123
Brown Wealth Management
Illinois
$308K
TF
124
Trek Financial
Arizona
$307K
EWM
125
Elmwood Wealth Management
California
$291K