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Innovator Equity Managed Floor ETF

174 hedge funds and large institutions have $1.07B invested in Innovator Equity Managed Floor ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

28% more capital invested

Capital invested by funds: $842M → $1.07B (+$232M)

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

20% more funds holding

Funds holding: 145174 (+29)

2.8% more ownership

Funds ownership: 78.57%81.36% (+2.8%)

Holders
174
Holders Change
+29
Holders Change %
+20%
% of All Funds
2.12%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
38
Increased
77
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFS
26
NewCorp Financial Services
Georgia
$7.23M +$7.16M +196,175 New
AWM
27
AE Wealth Management
Kansas
$7.18M +$241K +6,603 +4%
PAG
28
Private Advisor Group
New Jersey
$7.09M +$1.26M +34,453 +22%
FCFC
29
First Commonwealth Financial Corp
Pennsylvania
$6.86M +$94.8K +2,598 +1%
TCM
30
Triumph Capital Management
Colorado
$6.67M +$2.18M +59,772 +49%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$6.46M +$6.39M +175,217 New
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$6.46M +$4.64M +127,211 +265%
PIA
33
Perennial Investment Advisors
California
$6.4M +$1.2M +33,006 +23%
GRP
34
Global Retirement Partners
California
$6.37M +$598K +16,400 +10%
HWM
35
HFG Wealth Management
Texas
$6.36M +$20.7K +566 +0.3%
PWMG
36
Pinnacle Wealth Management Group
Michigan
$6.13M +$105K +2,880 +2%
KAS
37
Kestra Advisory Services
Texas
$6.13M -$109K -2,994 -2%
FFA
38
Farther Finance Advisors
California
$6.09M +$1.05M +28,677 +21%
CCC
39
Compass Capital Corp
Massachusetts
$6M +$5.89M +161,569 New
SI
40
Stephens Inc
Arkansas
$5.96M +$314K +8,595 +6%
WFAG
41
Worth Financial Advisory Group
North Carolina
$5.68M -$384K -10,518 -6%
SPIA
42
Steward Partners Investment Advisory
New York
$5.64M -$1.42M -38,860 -20%
SCA
43
Snowden Capital Advisors
New York
$5.52M +$5.47M +149,869 New
VWA
44
Visionary Wealth Advisors
Illinois
$5.51M +$2.38M +65,238 +77%
CA
45
COFG Advisors
Illinois
$4.9M +$4.85M +132,904 New
NA
46
NewEdge Advisors
Louisiana
$4.77M -$231K -6,343 -5%
CIA
47
Concurrent Investment Advisors
Florida
$4.75M +$2.55M +69,785 +118%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$4.5M +$824K +22,576 +23%
TF
49
Trek Financial
Arizona
$4.45M -$371K -10,178 -8%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$4.36M +$176K +4,834 +4%