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RFLR

Innovator U.S. Small Cap Managed Floor ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 12 (+1)

50% more funds holding

Funds holding: 1827 (+9)

10.99% more ownership

Funds ownership: 39.82%50.81% (+11%)

Holders
27
Holders Change
+9
Holders Change %
+50%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
11
Increased
10
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAA
1
Liberty Atlantic Advisors
Texas
$4.22M +$4.18M +147,963 New
WW
2
Winnow Wealth
Texas
$3.33M +$755K +26,710 +30%
HI
3
Harbour Investments
Wisconsin
$1.44M
CW
4
CreativeOne Wealth
Kansas
$1.19M +$1.18M +41,803 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.06M +$755K +26,709 +252%
NFS
6
NewCorp Financial Services
Georgia
$1.02M +$1.01M +35,695 New
SL
7
Sentinus LLC
Illinois
$971K +$482K +17,039 +100%
IFG
8
Independent Financial Group
California
$904K +$678K +23,990 +309%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$884K +$90.7K +3,209 +12%
AAP
10
Arax Advisory Partners
Colorado
$879K +$873K +30,898 New
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$846K +$840K +29,719 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$743K +$904 +32 +0.1%
SAW
13
Signal Advisors Wealth
Michigan
$528K +$30.9K +1,092 +6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$450K +$436K +15,439 New
WFAG
15
Worth Financial Advisory Group
North Carolina
$445K +$66.1K +2,339 +18%
KWM
16
Kingsview Wealth Management
Oregon
$385K +$383K +13,545 New
S
17
SignatureFD
Georgia
$349K +$346K +12,247 New
CA
18
COFG Advisors
Illinois
$328K +$325K +11,515 New
CIAS
19
Capital Investment Advisory Services
North Carolina
$266K +$45K +1,591 +21%
CPIG
20
Chicago Partners Investment Group
Illinois
$248K +$24.8K +879 +12%
CA
21
Claro Advisors
Massachusetts
$216K -$16.4K -579 -7%
PWM
22
Perigon Wealth Management
California
$213K +$211K +7,475 New
TCM
23
Triumph Capital Management
Colorado
$73.7K +$73.1K +2,588 New
CA
24
CoreCap Advisors
Michigan
$45.1K
AWM
25
AE Wealth Management
Kansas
$10.8K -$14.4K -511 -57%

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.