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Innovator Equity Managed Floor ETF
SFLR

122 hedge funds and large institutions have $546M invested in Innovator Equity Managed Floor ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

19% more capital invested

Capital invested by funds: $461M → $546M (+$85.3M)

7% more funds holding

Funds holding: 114 → 122 (+8)

0.91% more ownership

Funds ownership: 74.61% → 75.52% (+0.91%)

Holders
122
Holders Change
+8
Holders Change %
+7.02%
% of All Funds
1.64%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
23
Increased
66
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
+$39.6M
2
LPL Financial
LPL Financial
California
+$9.21M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.24M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.84M
5
AWA
Authentikos Wealth Advisory
California
+$6.19M

Top Sellers

Rank Fund Capital Flow
1
GLA
Good Life Advisors
Pennsylvania
-$8.23M
2
AA
Armis Advisers
Georgia
-$5.26M
3
WWA
WCG Wealth Advisors
Nevada
-$4.8M
4
Truist Financial
Truist Financial
North Carolina
-$3.47M
5
CAM
Concorde Asset Management
Michigan
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
Trek Financial
Arizona
$4.29M +$65.3K +1,997 +1%
LC
27
Luminist Capital
Michigan
$3.72M +$3.86M +118,100 +26,128%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$3.72M +$2.13M +65,001 +121%
KAS
29
Kestra Advisory Services
Texas
$3.62M +$168K +5,144 +5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.5M -$41.1K -1,257 -1%
PIA
31
Perennial Investment Advisors
California
$3.39M +$809K +24,742 +30%
SWP
32
Stratos Wealth Partners
Ohio
$3.32M +$1.45M +44,251 +72%
TCM
33
Triumph Capital Management
Colorado
$3.26M +$279K +8,526 +9%
ACS
34
Archford Capital Strategies
Illinois
$2.96M +$2.87M +87,730 +1,346%
RA
35
RFG Advisory
Alabama
$2.75M -$424K -12,952 -13%
BCM
36
Brookstone Capital Management
Illinois
$2.62M +$651K +19,909 +31%
PCA
37
Pallas Capital Advisors
Massachusetts
$2.58M +$2.69M +82,127 New
AAS
38
Ameritas Advisory Services
Nebraska
$2.58M -$168K -5,150 -6%
BFG
39
Beacon Financial Group
Texas
$2.38M +$2.48M +75,776 New
HI
40
Harbour Investments
Wisconsin
$2.37M +$1.51M +46,321 +158%
JWBC
41
John W. Brooker & Co
California
$2.33M +$292K +8,917 +14%
SA
42
Sovran Advisors
California
$2.28M -$276K -8,453 -10%
MAM
43
Milestone Asset Management
Pennsylvania
$2.15M +$10.5K +321 +0.5%
SI
44
Stephens Inc
Arkansas
$1.97M +$494K +15,094 +32%
KWA
45
Kellett Wealth Advisors
Ohio
$1.84M +$31.8K +972 +2%
SFA
46
Sequoia Financial Advisors
Ohio
$1.81M +$770K +23,538 +69%
Mariner
47
Mariner
Kansas
$1.77M +$238K +7,289 +15%
BFA
48
Beacon Financial Advisory
Ohio
$1.76M +$540K +16,505 +42%
BW
49
Balance Wealth
Ohio
$1.72M +$1.79M +54,797 New
IWM
50
IHT Wealth Management
Illinois
$1.72M -$373K -11,413 -17%
1
2
3 4 5

SFLR Hedge Fund Activity: Q1 2025 in Review

122 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Managed Floor ETF (SFLR) for Q1 2025, worth a combined $546M — up 19% from $461M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SFLR positions and 12 closed out — a net gain of 11 holders — while 66 added to existing stakes and 26 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $39.6M. The largest seller was Good Life Advisors, exiting entirely with an estimated $8.23M sold.

  • 122 institutional investors held Innovator Equity Managed Floor ETF (SFLR) as of Q1 2025, up from 114 in Q4 2024.
  • Funds reported $546M of Innovator Equity Managed Floor ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 23 funds opened new Innovator Equity Managed Floor ETF positions in Q1 2025 and 12 closed out, a net change of +11 holders.
  • The largest Innovator Equity Managed Floor ETF buyer in Q1 2025 was Kingsview Wealth Management, an estimated $39.6M added.
  • The largest Innovator Equity Managed Floor ETF seller in Q1 2025 was Good Life Advisors, an estimated $8.23M sold.

Based on aggregated 13F filings for Q1 2025.