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Innovator US Equity Power Buffer ETF September

238 hedge funds and large institutions have $698M invested in Innovator US Equity Power Buffer ETF September in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 24 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

9% more funds holding

Funds holding: 219238 (+19)

2.08% less ownership

Funds ownership: 79.12%77.04% (-2.1%)

11% less capital invested

Capital invested by funds: $781M → $698M (-$83.2M)

76% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 98

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
238
Holders Change
+19
Holders Change %
+8.68%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
24
Reduced
98
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
201
Retirement Planning Group (Kansas)
Kansas
$200K +$198K +4,584 New
DFA
202
DHJJ Financial Advisors
Illinois
$183K
BWM
203
Bernard Wealth Management
Michigan
$174K -$216 -5 -0.1%
BBPWM
204
Blue Bell Private Wealth Management
Pennsylvania
$165K -$3.89K -90 -2%
FNWA
205
Financial Network Wealth Advisors
Utah
$160K
OC
206
Optima Capital
Oregon
$127K +$125K +2,896 New
SS
207
Sunbelt Securities
Texas
$119K
GAFA
208
Garton & Associates Financial Advisors
Kentucky
$116K +$114K +2,648 New
CFS
209
Compass Financial Services
Iowa
$110K
JGCM
210
Joseph Group Capital Management
Ohio
$108K -$13.8K -319 -11%
WWMSC
211
Wagner Wealth Management (South Carolina)
South Carolina
$87K
ECA
212
Elevated Capital Advisors
Utah
$82.9K +$82K +1,897 New
CIAS
213
Capital Investment Advisory Services
North Carolina
$80.3K -$18.1K -420 -19%
AG
214
AmeriFlex Group
Nevada
$74.9K -$74K -1,713 -50%
TC
215
Truvestments Capital
Florida
$73.3K
AIC
216
Archer Investment Corporation
Indiana
$73.2K -$2.98K -69 -4%
JP Morgan Chase
217
JP Morgan Chase
New York
$71.3K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$71K
Wells Fargo
219
Wells Fargo
California
$66.1K -$35.3K -817 -35%
AC
220
AlphaCore Capital
California
$65.6K
Barclays
221
Barclays
United Kingdom
$64.3K +$63.6K +1,471 New
EWA
222
EverSource Wealth Advisors
Alabama
$63.1K -$4.58K -106 -7%
Bank of America
223
Bank of America
North Carolina
$57K +$56.3K +1,304 New
KCM
224
Key Capital Management
Tennessee
$46.4K +$45.9K +1,062 New
NWMP
225
Noble Wealth Management PBC
Colorado
$32.8K -$13K -300 -29%