Innovator U.S. Small Cap Managed Floor ETF
RFLR
27 hedge funds and large institutions have $21.1M invested in Innovator U.S. Small Cap Managed Floor ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
111% more capital invested
Capital invested by funds: $9.97M → $21.1M (+$11.1M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more funds holding
Funds holding: 18 → 27 (+9)
10.99% more ownership
Funds ownership: 39.82% → 50.81% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.18M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$873K |
| 3 |
Rockefeller Capital Management
New York
|
+$840K |
| 4 |
WW
Winnow Wealth
Waco,
Texas
|
+$755K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.27M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$439K |
| 3 |
LC
Luminist Capital
Grand Rapids,
Michigan
|
-$344K |
| 4 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$16.4K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Morgan Stanley
New York
| $7.66K | -$1.27M | -44,774 | -99% |
|
|
SS
27
Sunbelt Securities
Houston,
Texas
| $5.63K | – | – | – |
|
|
OMC
28
Old Mission Capital
Chicago,
Illinois
| – | -$439K | -15,812 | Closed |
|
|
LC
29
Luminist Capital
Grand Rapids,
Michigan
| – | -$344K | -12,416 | Closed |
|
RFLR Hedge Fund Activity: Q4 2025 in Review
27 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Managed Floor ETF (RFLR) for Q4 2025, worth a combined $21.1M — up 111% from $9.97M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new RFLR positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.18M. The largest seller was Morgan Stanley, cutting an estimated $1.27M.
- 27 institutional investors held Innovator U.S. Small Cap Managed Floor ETF (RFLR) as of Q4 2025, up from 18 in Q3 2025.
- Funds reported $21.1M of Innovator U.S. Small Cap Managed Floor ETF stock for Q4 2025, up 111% quarter-over-quarter.
- 11 funds opened new Innovator U.S. Small Cap Managed Floor ETF positions in Q4 2025 and 2 closed out, a net change of +9 holders.
- The largest Innovator U.S. Small Cap Managed Floor ETF buyer in Q4 2025 was CreativeOne Wealth, an estimated $1.18M added.
- The largest Innovator U.S. Small Cap Managed Floor ETF seller in Q4 2025 was Morgan Stanley, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2025.