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Innovator Power Buffer Step-Up Strategy ETF

45 hedge funds and large institutions have $107M invested in Innovator Power Buffer Step-Up Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 17 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

10% more funds holding

Funds holding: 4145 (+4)

1% less capital invested

Capital invested by funds: $108M → $107M (-$701K)

1.05% less ownership

Funds ownership: 84.27%83.22% (-1.1%)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
8
Increased
12
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
KFG Wealth Management
Indiana
$18.4M -$4.57M -130,575 -20%
SS
2
Sunbelt Securities
Texas
$12.7M +$671K +19,194 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$12.4M -$237K -6,769 -2%
BWM
4
Brown Wealth Management
Illinois
$10.3M +$456K +13,028 +5%
HighTower Advisors
5
HighTower Advisors
Illinois
$7.76M +$32.4K +925 +0.4%
LWA
6
Lineweaver Wealth Advisors
Ohio
$7.29M -$110K -3,154 -2%
RC
7
Rovin Capital
Arizona
$4.95M +$93.1K +2,661 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.43M -$49.5K -1,414 -1%
KF
9
Krilogy Financial
Missouri
$4M -$565K -16,140 -13%
AWM
10
AE Wealth Management
Kansas
$3.88M +$1.6M +45,655 +71%
AA
11
Aire Advisors
California
$2.68M -$11.2K -321 -0.4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.32M -$102K -2,924 -4%
SEIA
13
Signature Estate & Investment Advisors
California
$1.58M +$64.9K +1,856 +4%
EWM
14
Evolution Wealth Management
Florida
$1.5M -$968K -27,676 -40%
WFS
15
WealthGarden F.S.
California
$1.26M -$102K -2,904 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.1M -$75.1K -2,148 -6%
OFP
17
OFC Financial Planning
New Jersey
$1.08M +$12.6K +359 +1%
KAS
18
Kestra Advisory Services
Texas
$1,000K +$62.1K +1,775 +7%
CA
19
Cambridge Advisors
Nebraska
$789K -$3.5K -100 -0.4%
WMA
20
William Mack & Associates
Michigan
$769K
LPL Financial
21
LPL Financial
California
$673K -$3.29K -94 -0.5%
SCA
22
Southern Capital Advisors
Tennessee
$617K +$979 +28 +0.2%
TWM
23
Tradition Wealth Management
Minnesota
$554K -$7.97K -228 -1%
MWM
24
Modera Wealth Management
New Jersey
$460K
OFS
25
Opus Financial Solutions
Illinois
$404K +$400K +11,425 New