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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
AllianceBernstein
1
AllianceBernstein
Tennessee
$137M -$2.02M -51,683 -1%
PCM
2
Penserra Capital Management
California
$62.1M -$161K -4,127 -0.3%
Osaic Holdings
3
Osaic Holdings
Arizona
$24.2M -$1.54M -39,366 -6%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$14.5M +$11.2M +287,204 +368%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.5M -$1.99M -50,804 -14%
Raymond James Financial
6
Raymond James Financial
Florida
$12.4M -$881K -22,507 -7%
LPL Financial
7
LPL Financial
California
$11.4M +$1.22M +31,188 +12%
KWS
8
Keystone Wealth Services
California
$10.6M +$9.23M +235,946 +3,127%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$9.49M -$141K -3,594 -1%
SEP
10
Southland Equity Partners
Missouri
$9.17M
HCA
11
Heck Capital Advisors
Wisconsin
$7.29M -$125K -3,206 -2%
BCM
12
Brookstone Capital Management
Illinois
$6.2M -$98.1K -2,507 -2%
Truist Financial
13
Truist Financial
North Carolina
$5.57M +$123K +3,134 +2%
KAS
14
Kestra Advisory Services
Texas
$5.12M +$352K +9,002 +7%
BPA
15
Beacon Pointe Advisors
California
$5.09M -$303K -7,753 -6%
MSA
16
McAlister Sweet & Associates
Texas
$4.93M -$12.4K -318 -0.3%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.49M -$59.2K -1,512 -1%
AWM
18
Atticus Wealth Management
Florida
$4.27M -$26.1K -667 -0.6%
W
19
WPWealth
Texas
$3.92M -$991K -25,343 -20%
KFAS
20
Keating Financial Advisory Services
Kansas
$3.86M +$3.82M +97,592 New
AWAG
21
ARS Wealth Advisors Group
Florida
$3.61M -$64.5K -1,648 -2%
MFG
22
MTM Financial Group
Pennsylvania
$3.5M
IFG
23
Independent Financial Group
California
$3.48M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.42M -$1.04M -26,566 -24%
CWRP
25
Cassady Wealth & Retirement Planning
Nevada
$3.29M +$3.25M +83,194 New