Innovator U.S. Small Cap Managed Floor ETF
RFLR
35 hedge funds and large institutions have $40.7M invested in Innovator U.S. Small Cap Managed Floor ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 3 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
93% more capital invested
Capital invested by funds: $21.1M → $40.7M (+$19.7M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
30% more funds holding
Funds holding: 27 → 35 (+8)
14.42% more ownership
Funds ownership: 50.81% → 65.23% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
VanWeelden Wealth Management
West Chester Township,
Ohio
|
+$5.92M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.61M |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$3.32M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.48M |
| 5 |
Rockefeller Capital Management
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.41M |
| 2 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
-$445K |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$213K |
| 4 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$12.6K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$9.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
Claro Advisors
Boston,
Massachusetts
| $208K | -$12.6K | -429 | -6% |
|
|
FFA
27
Farther Finance Advisors
San Francisco,
California
| $168K | +$169K | +5,769 | New |
|
|
TCM
28
Triumph Capital Management
Denver,
Colorado
| $75.3K | +$59 | +2 | +0.1% |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $72.8K | -$1.41M | -48,099 | -95% |
|
|
SIS
30
Sound Income Strategies
Ft Lauderdale,
Florida
| $46.8K | +$47.1K | +1,606 | New |
|
|
CA
31
CoreCap Advisors
Southfield,
Michigan
| $46.1K | – | – | – |
|
|
WA
32
Whipplewood Advisors
Littleton,
Colorado
| $24.3K | +$24.6K | +838 | New |
|
|
AWM
33
AE Wealth Management
Topeka,
Kansas
| $12.5K | +$1.47K | +50 | +13% |
|
|
SS
34
Sunbelt Securities
Houston,
Texas
| $5.75K | – | – | – |
|
|
ATPW
35
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $1.34K | +$1.35K | +46 | New |
|
|
WFAG
36
Worth Financial Advisory Group
Charlotte,
North Carolina
| – | -$445K | -15,629 | Closed |
|
|
PWM
37
Perigon Wealth Management
San Francisco,
California
| – | -$213K | -7,475 | Closed |
|
38
Morgan Stanley
New York
| – | -$7.66K | -269 | Closed |
|
RFLR Hedge Fund Activity: Q1 2026 in Review
35 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Managed Floor ETF (RFLR) for Q1 2026, worth a combined $40.7M — up 93% from $21.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new RFLR positions and 3 closed out — a net gain of 8 holders — while 18 added to existing stakes and 3 trimmed.
The largest buyer was VanWeelden Wealth Management, opening a new position worth an estimated $5.92M. The largest seller was Harbour Investments, cutting an estimated $1.41M.
- 35 institutional investors held Innovator U.S. Small Cap Managed Floor ETF (RFLR) as of Q1 2026, up from 27 in Q4 2025.
- Funds reported $40.7M of Innovator U.S. Small Cap Managed Floor ETF stock for Q1 2026, up 93% quarter-over-quarter.
- 11 funds opened new Innovator U.S. Small Cap Managed Floor ETF positions in Q1 2026 and 3 closed out, a net change of +8 holders.
- The largest Innovator U.S. Small Cap Managed Floor ETF buyer in Q1 2026 was VanWeelden Wealth Management, an estimated $5.92M added.
- The largest Innovator U.S. Small Cap Managed Floor ETF seller in Q1 2026 was Harbour Investments, an estimated $1.41M sold.
Based on aggregated 13F filings for Q1 2026.