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Innovator US Equity Power Buffer ETF March

185 hedge funds and large institutions have $474M invested in Innovator US Equity Power Buffer ETF March in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 88 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 188185 (-3)

2.5% less ownership

Funds ownership: 76.54%74.04% (-2.5%)

7% less capital invested

Capital invested by funds: $512M → $474M (-$38M)

81% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 88

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
17
Reduced
88
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.61M -$981K -22,770 -38%
William Blair & Company
52
William Blair & Company
Illinois
$1.58M
SCA
53
Stuart Chaussee & Associates
California
$1.57M -$272K -6,310 -15%
WCM
54
Weaver Capital Management
Georgia
$1.52M -$15.3K -355 -1%
FIA
55
Foundations Investment Advisors
Arizona
$1.51M -$164K -3,797 -10%
LWM
56
Lakeridge Wealth Management
Ohio
$1.48M -$37.1K -860 -2%
CRWM
57
Castle Rock Wealth Management
California
$1.46M
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M -$16.6K -385 -1%
CW
59
CreativeOne Wealth
Kansas
$1.38M -$61.1K -1,419 -4%
AWM
60
AE Wealth Management
Kansas
$1.35M -$4.31K -100 -0.3%
W
61
WorthPointe
California
$1.35M -$28.7K -667 -2%
MIM
62
Macroview Investment Management
Maryland
$1.33M
CHC
63
City Holding Co
West Virginia
$1.33M -$1.25M -29,100 -49%
CWG
64
Cornerstone Wealth Group
North Carolina
$1.32M
CB
65
Chris Bulman
California
$1.24M -$279K -6,477 -19%
BWM
66
Brown Wealth Management
Illinois
$1.24M
AWP
67
Ascent Wealth Partners
New York
$1.23M
Cerity Partners
68
Cerity Partners
New York
$1.23M
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.16M -$1.9M -44,044 -62%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.16M -$129 -3 -0%
OMC
71
Old Mission Capital
Illinois
$1.06M -$1.7M -39,537 -62%
SAG
72
SageView Advisory Group
California
$1.06M
FFA
73
Farther Finance Advisors
California
$992K -$15.5K -360 -2%
FA
74
FSA Advisors
Michigan
$960K -$19.7K -457 -2%
BIM
75
Bullseye Investment Management
Ohio
$942K