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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
JIC
151
Johnson Investment Counsel
Ohio
$244K
VA
152
Valmark Advisers
Ohio
$231K -$21.9K -600 -9%
PWM
153
Perigon Wealth Management
California
$226K +$223K +6,119 New
SVWAG
154
Sound View Wealth Advisors Group
Georgia
$220K -$18.5K -507 -8%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$218K +$216K +5,911 New
FHC
156
First Heartland Consultants
Missouri
$209K +$207K +5,667 New
PTC
157
Private Trust Company
Ohio
$152K +$28.3K +777 +23%
Comerica Bank
158
Comerica Bank
Texas
$143K
HBW
159
Hazlett, Burt & Watson
West Virginia
$133K -$29.7K -814 -18%
BWM
160
Benson Wealth Management
Tennessee
$102K +$101K +2,773 New
GWM
161
Gilpin Wealth Management
Colorado
$91K +$90.1K +2,470 New
KFAS
162
Keating Financial Advisory Services
Kansas
$90.1K +$89.2K +2,445 New
AF
163
Allworth Financial
California
$78.3K
IA
164
IFP Advisors
Florida
$73.4K +$2.59K +71 +4%
Morgan Stanley
165
Morgan Stanley
New York
$65.2K +$36 +1 +0.1%
SAG
166
SageView Advisory Group
California
$44.9K +$44.4K +1,217 New
UBS Group
167
UBS Group
Switzerland
$18.4K +$18.2K +500 New
DF
168
Dunhill Financial
United Kingdom
$14.1K
LC
169
Luminist Capital
Michigan
$13.2K -$1.29M -35,316 -99%
CIA
170
Cape Investment Advisory
Georgia
$11.1K +$11K +301 New
Jones Financial Companies
171
Jones Financial Companies
Missouri
$9.91K -$50K -1,371 -84%
AssetMark Inc
172
AssetMark Inc
California
$6.45K
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$4.72K -$7.99K -219 -63%
ETC
174
Exchange Traded Concepts
Oklahoma
$1.36K -$328 -9 -20%
OMC
175
Old Mission Capital
Illinois
-$1.02M -28,325 Closed