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Innovator Equity Managed Floor ETF

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: 612 (+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: 114122 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$118M +$9.21M +281,628 +8%
CPIG
2
Chicago Partners Investment Group
Illinois
$51.9M +$4.58M +140,096 +9%
KWM
3
Kingsview Wealth Management
Oregon
$49M +$39.6M +1,210,207 +344%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$45.1M +$7.84M +239,598 +20%
DIM
5
Delta Investment Management
California
$26.5M -$1.94M -59,320 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$18.7M +$8.24M +251,972 +73%
SEP
7
Southland Equity Partners
Missouri
$11M +$1.05M +32,002 +10%
DFA
8
Davies Financial Advisors
California
$10.2M +$3.21M +98,003 +43%
CA
9
CoreCap Advisors
Michigan
$9.42M +$360K +11,007 +4%
MML Investors Services
10
MML Investors Services
Massachusetts
$8.7M +$3.46M +105,683 +62%
SPIA
11
Steward Partners Investment Advisory
New York
$8.38M +$622K +19,019 +8%
SL
12
Sentinus LLC
Illinois
$7.85M +$3.29M +100,524 +67%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.65M +$629K +19,242 +9%
WW
14
Winnow Wealth
Texas
$7.52M +$1.88M +57,525 +32%
AWA
15
Authentikos Wealth Advisory
California
$7.09M +$6.19M +189,137 +514%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$5.49M +$2.34M +71,584 +69%
AWM
17
AE Wealth Management
Kansas
$5.07M +$169K +5,156 +3%
FF
18
Financial Futures
New Jersey
$4.93M +$593K +18,119 +13%
HWM
19
HFG Wealth Management
Texas
$4.85M +$4.86M +148,656 New
WIA
20
Wetzel Investment Advisors
Indiana
$4.75M +$663K +20,268 +15%
PWMG
21
Pinnacle Wealth Management Group
Michigan
$4.67M -$796K -24,340 -14%
WFAG
22
Worth Financial Advisory Group
North Carolina
$4.67M +$1.33M +40,515 +37%
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$4.6M +$1.53M +46,746 +47%
MAS
24
MPWM Advisory Solutions
Georgia
$4.57M +$1.94M +59,340 +69%
NA
25
NewEdge Advisors
Louisiana
$4.53M +$1.18M +35,993 +33%

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.