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Innovator US Equity Power Buffer ETF May

186 hedge funds and large institutions have $504M invested in Innovator US Equity Power Buffer ETF May in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 22 increasing their positions, 69 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 170186 (+16)

1.15% more ownership

Funds ownership: 81.26%82.41% (+1.2%)

2% less capital invested

Capital invested by funds: $516M → $504M (-$12.2M)

68% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 69

Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
22
Reduced
69
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Concurrent Investment Advisors
Florida
$523K -$978 -25 -0.2%
MAM
102
Milestone Asset Management
Pennsylvania
$509K
OWA
103
Outlook Wealth Advisors
Texas
$504K -$84.5K -2,159 -14%
Mariner
104
Mariner
Kansas
$502K -$481K -12,294 -49%
S
105
SignatureFD
Georgia
$493K
SFA
106
Sequoia Financial Advisors
Ohio
$485K
OCM
107
Orion Capital Management
California
$479K
TWM
108
TopTier Wealth Management
Wisconsin
$478K +$472K +12,065 New
W
109
WorthPointe
California
$474K
FFG
110
Fortune Financial Group
Florida
$473K +$434K +11,081 New
CCM
111
Coldstream Capital Management
Washington
$459K
FA
112
FSA Advisors
Michigan
$452K +$391 +10 +0.1%
RPGK
113
Retirement Planning Group (Kansas)
Kansas
$446K
BRPW
114
Ballast Rock Private Wealth
South Carolina
$445K +$439K +11,233 New
ML
115
McAdam LLC
Pennsylvania
$437K
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$436K -$5.28K -135 -1%
NFG
117
Nations Financial Group
Iowa
$403K -$14.3K -365 -3%
NA
118
NewEdge Advisors
Louisiana
$399K -$39.9K -1,021 -9%
USCWA
119
U.S. Capital Wealth Advisors
Texas
$392K -$149K -3,804 -28%
WIM
120
WealthPlan Investment Management
Nebraska
$384K -$4.5K -115 -1%
RCWM
121
Red Crane Wealth Management
California
$377K
LAA
122
Liberty Atlantic Advisors
Texas
$369K +$364K +9,313 New
ASN
123
Advisory Services Network
Georgia
$363K
SF
124
Seros Financial
Arizona
$360K
AF
125
Allworth Financial
California
$357K