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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
Bank of America
1
Bank of America
North Carolina
$216M +$70.4M +1,928,839 +49%
LPL Financial
2
LPL Financial
California
$157M +$22M +601,796 +16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$71.1M +$4.36M +119,487 +7%
KWM
4
Kingsview Wealth Management
Oregon
$69.5M +$4.61M +126,292 +7%
CPIG
5
Chicago Partners Investment Group
Illinois
$50.2M -$1.07M -29,327 -2%
DIM
6
Delta Investment Management
California
$21.6M -$10M -275,115 -32%
LAA
7
Liberty Atlantic Advisors
Texas
$20.5M +$20.3M +555,375 New
Osaic Holdings
8
Osaic Holdings
Arizona
$18.3M -$2.61M -71,529 -13%
WIA
9
Wetzel Investment Advisors
Indiana
$16.1M +$858K +23,507 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15M -$1.26M -34,433 -8%
SL
11
Sentinus LLC
Illinois
$13.7M +$3.5M +95,924 +35%
SEP
12
Southland Equity Partners
Missouri
$12.5M -$275K -7,540 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$12.4M -$106K -2,904 -0.9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$10.6M +$1.84M +50,559 +21%
BCM
15
Brookstone Capital Management
Illinois
$10.5M +$6.35M +174,005 +158%
ASN
16
Advisory Services Network
Georgia
$10.1M +$9.57M +262,408 +2,450%
WW
17
Winnow Wealth
Texas
$9.67M +$311K +8,514 +3%
AP
18
Americana Partners
Texas
$9.6M +$9.5M +260,323 New
PCA
19
Pallas Capital Advisors
Massachusetts
$9.43M +$114K +3,128 +1%
EWM
20
Evolution Wealth Management
Florida
$8.96M -$192K -5,273 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
$8.81M +$961K +26,343 +12%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$7.87M +$3.37M +92,231 +76%
AWA
23
Authentikos Wealth Advisory
California
$7.65M -$326K -8,940 -4%
Raymond James Financial
24
Raymond James Financial
Florida
$7.58M +$4.93M +135,097 +192%
AFP
25
ATX Financial Planning
Texas
$7.58M +$7.5M +205,526 New