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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
SWP
51
Stratos Wealth Partners
Ohio
$4.35M +$380K +10,413 +10%
BFG
52
Beacon Financial Group
Texas
$4.34M +$25K +685 +0.6%
HI
53
Harbour Investments
Wisconsin
$4.07M +$359K +9,844 +10%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$4.01M +$178K +4,875 +5%
HIW
55
Holos Integrated Wealth
Pennsylvania
$3.99M +$3.94M +107,939 New
CAM
56
Concorde Asset Management
Michigan
$3.23M +$22.3K +611 +0.7%
DFA
57
Davies Financial Advisors
California
$3.18M -$4.6M -126,094 -59%
IWM
58
IHT Wealth Management
Illinois
$3.13M +$199K +5,441 +7%
FIA
59
Foundations Investment Advisors
Arizona
$2.78M +$1.2M +32,798 +77%
BFA
60
Beacon Financial Advisory
Ohio
$2.71M +$194K +5,306 +8%
CAP
61
Columbia Advisory Partners
Washington
$2.7M +$1.19M +32,648 +80%
ARC
62
Advisor Resource Council
Texas
$2.56M -$162K -4,439 -6%
SAW
63
Signal Advisors Wealth
Michigan
$2.49M +$339K +9,295 +16%
GS
64
GWN Securities
Florida
$2.39M +$503K +13,784 +27%
FHA
65
Flagship Harbor Advisors
Massachusetts
$2.35M +$337K +9,231 +17%
Mariner
66
Mariner
Kansas
$2.34M +$302K +8,289 +15%
SWM
67
Selby Wealth Management
California
$2.32M +$2.3M +63,014 New
MA
68
Mutual Advisors
Nebraska
$2.31M +$273K +7,489 +14%
MAM
69
Milestone Asset Management
Pennsylvania
$2.21M -$183K -5,019 -8%
BW
70
Balance Wealth
Ohio
$2.19M -$126K -3,446 -5%
S
71
SignatureFD
Georgia
$2M +$1.98M +54,306 New
KWA
72
Kellett Wealth Advisors
Ohio
$2M +$12.5K +343 +0.6%
WA
73
Whipplewood Advisors
Colorado
$1.96M +$117K +3,198 +6%
W
74
WorthPointe
California
$1.83M +$903K +24,738 +99%
IFG
75
Independent Financial Group
California
$1.75M +$399K +10,931 +30%