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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
CNWM
126
Clay Northam Wealth Management
California
$291K
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$270K
MCM
128
Mitchell Capital Management
Kansas
$267K
SF
129
Summit Financial
New Jersey
$263K
FCM
130
Firestone Capital Management
Florida
$251K
VWA
131
Visionary Wealth Advisors
Illinois
$250K
GGS
132
Galvin Gaustad & Stein
Arizona
$247K
SPC
133
Sigma Planning Corp
Michigan
$238K
FWIA
134
Fort Washington Investment Advisors
Ohio
$237K
FA
135
Fiduciary Alliance
South Carolina
$229K
SPWM
136
Straight Path Wealth Management
Michigan
$224K
IF
137
Integrity Financial
Wyoming
$221K
WIM
138
WealthPlan Investment Management
Nebraska
$220K
MCC
139
Money Concepts Capital
Florida
$214K
PS
140
Principal Securities
Iowa
$211K
FFA
141
Farther Finance Advisors
California
$206K
CFD
142
Creative Financial Designs
Indiana
$201K
Barclays
143
Barclays
United Kingdom
$141K
CFG
144
Chapman Financial Group
Hawaii
$130K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$105K
WWMSC
146
Wagner Wealth Management (South Carolina)
South Carolina
$83.3K
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$78.9K
AF
148
Advisornet Financial
Minnesota
$77.4K
GWSA
149
Global Wealth Strategies & Associates
Colorado
$72.1K
SPIA
150
Steward Partners Investment Advisory
New York
$71.5K