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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
LBC
151
Leigh Baldwin & Co
New York
$233K
PWM
152
Perigon Wealth Management
California
$229K
VA
153
VestGen Advisors
Illinois
$225K -$1.43M -33,300 -87%
SPIA
154
Steward Partners Investment Advisory
New York
$224K -$1.85M -42,832 -89%
BTI
155
Blue Trust Inc
Georgia
$219K
FA
156
FC Advisory
Pennsylvania
$215K
PCA
157
Prosperity Capital Advisors
Ohio
$206K -$274K -6,365 -58%
Morgan Stanley
158
Morgan Stanley
New York
$204K
DIA
159
Dana Investment Advisors
Wisconsin
$204K +$200K +4,635 New
WIM
160
WealthPlan Investment Management
Nebraska
$202K +$198K +4,593 New
Koshinski Asset Management
161
Koshinski Asset Management
Illinois
$200K -$29.7K -690 -13%
FNWA
162
Financial Network Wealth Advisors
Utah
$198K
MEG
163
Millstone Evans Group
Colorado
$186K
CFD
164
Creative Financial Designs
Indiana
$132K
GWM
165
Geneos Wealth Management
Colorado
$125K
PS
166
Principal Securities
Iowa
$105K +$5.13K +119 +5%
WWMSC
167
Wagner Wealth Management (South Carolina)
South Carolina
$87.4K
Barclays
168
Barclays
United Kingdom
$85.3K +$83.7K +1,943 New
PFM
169
Phillips Financial Management
Indiana
$80.2K +$43 +1 +0.1%
IF
170
Integrity Financial
Wyoming
$69K
NWMP
171
Noble Wealth Management PBC
Colorado
$65.9K +$64.6K +1,500 New
PP
172
PFS Partners
New Jersey
$58.4K
CAL
173
Capital Analysts LLC
Pennsylvania
$53K -$71.8K -1,666 -58%
CB
174
CNB Bank
Pennsylvania
$39.5K +$38.7K +899 New
HBW
175
Hazlett, Burt & Watson
West Virginia
$35K