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Innovator Power Buffer Step-Up Strategy ETF

48 hedge funds and large institutions have $102M invested in Innovator Power Buffer Step-Up Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 4548 (+3)

1.43% less ownership

Funds ownership: 83.22%81.79% (-1.4%)

5% less capital invested

Capital invested by funds: $107M → $102M (-$5.38M)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
15
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$449K
OFS
27
Opus Financial Solutions
Illinois
$394K -$176 -5 -0%
CIAS
28
Capital Investment Advisory Services
North Carolina
$389K +$317K +8,979 +391%
HI
29
Harbour Investments
Wisconsin
$377K +$101K +2,859 +35%
BIG
30
Brooklyn Investment Group
New York
$364K +$65.4K +1,854 +21%
OMC
31
Old Mission Capital
Illinois
$363K +$371K +10,526 New
FA
32
FSA Advisors
Michigan
$362K -$378K -10,712 -50%
OAM
33
Occidental Asset Management
California
$362K
CIA
34
Cape Investment Advisory
Georgia
$317K +$7.06K +200 +2%
GS
35
GTS Securities
New York
$313K
CA
36
COFG Advisors
Illinois
$310K +$3.35K +95 +1%
PF
37
PlanWiser Financial
Colorado
$263K -$51.8K -1,468 -17%
AQR Capital Management
38
AQR Capital Management
Connecticut
$259K
Goldman Sachs
39
Goldman Sachs
New York
$224K +$229K +6,495 New
SEA
40
Stegent Equity Advisors
Texas
$212K
MWM
41
Mosley Wealth Management
California
$69.7K +$70.7K +2,004 New
AF
42
Allworth Financial
California
$62K +$14.1K +400 +29%
KCM
43
Key Capital Management
Tennessee
$17.5K
Morgan Stanley
44
Morgan Stanley
New York
$12.6K -$115K -3,259 -90%
JP Morgan Chase
45
JP Morgan Chase
New York
$11.2K -$150K -4,249 -93%
Barclays
46
Barclays
United Kingdom
$8K +$8.19K +232 New
UBS Group
47
UBS Group
Switzerland
$1.72K +$1.76K +50 New
DFA
48
DHJJ Financial Advisors
Illinois
$345
LAS
49
Lloyd Advisory Services
Georgia
-$305K -8,622 Closed
DWM
50
Diversify Wealth Management
Utah
-$235K -6,614 Closed