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Innovator 20+ Year Treasury Bond 9 Buffer ETF July

19 hedge funds and large institutions have $24.9M invested in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

68.22% more ownership

Funds ownership: 78.46%146.68% (+68%)

36% more funds holding

Funds holding: 1419 (+5)

5% less capital invested

Capital invested by funds: $26.2M → $24.9M (-$1.28M)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
19
Holders Change
+5
Holders Change %
+35.71%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
3
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15M +$15M +752,198 New
ACM
2
Arlington Capital Management
Illinois
$2.78M -$776K -39,005 -22%
ATPW
3
Ashton Thomas Private Wealth
Arizona
$2.28M -$13.9K -697 -0.6%
LJAC
4
L.J. Altfest & Co
New York
$757K -$16.3M -821,269 -96%
Osaic Holdings
5
Osaic Holdings
Arizona
$739K +$36.5K +1,837 +5%
OMC
6
Old Mission Capital
Illinois
$669K +$666K +33,503 New
Citadel Advisors
7
Citadel Advisors
Florida
$605K +$602K +30,277 New
CIAS
8
Capital Investment Advisory Services
North Carolina
$570K
KAS
9
Kestra Advisory Services
Texas
$540K -$19.4K -975 -3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$281K +$15.2K +764 +6%
Jane Street
11
Jane Street
New York
$245K +$244K +12,274 New
HI
12
Harbour Investments
Wisconsin
$173K +$13.7K +687 +9%
CFS
13
Compass Financial Services
Iowa
$99.9K
Raymond James Financial
14
Raymond James Financial
Florida
$98.4K +$98K +4,925 New
Morgan Stanley
15
Morgan Stanley
New York
$22.6K
LC
16
Luminist Capital
Michigan
$7.33K
IA
17
IFP Advisors
Florida
$6.39K +$6.37K +320 New
AWM
18
AE Wealth Management
Kansas
$5K
UBS Group
19
UBS Group
Switzerland
$4.04K +$4.02K +202 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$259K -12,821 Closed
DI
21
Diligent Investors
California
-$202K -10,000 Closed

TBJL Hedge Fund Activity: Q2 2025 in Review

19 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) for Q2 2025, worth a combined $24.9M — down 4.9% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TBJL positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $15M. The largest seller was L.J. Altfest & Co, cutting an estimated $16.3M.

  • 19 institutional investors held Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) as of Q2 2025, up from 14 in Q1 2025.
  • Funds reported $24.9M of Innovator 20+ Year Treasury Bond 9 Buffer ETF July stock for Q2 2025, down 4.9% quarter-over-quarter.
  • 7 funds opened new Innovator 20+ Year Treasury Bond 9 Buffer ETF July positions in Q2 2025 and 2 closed out, a net change of +5 holders.
  • The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July buyer in Q2 2025 was Commonwealth Equity Services, an estimated $15M added.
  • The largest Innovator 20+ Year Treasury Bond 9 Buffer ETF July seller in Q2 2025 was L.J. Altfest & Co, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2025.