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Innovator US Equity Ultra Buffer ETF August

87 hedge funds and large institutions have $81.3M invested in Innovator US Equity Ultra Buffer ETF August in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

78% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 45

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$782K
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$779K
NA
28
Novus Advisors
South Carolina
$727K
HWP
29
Heritage Wealth Partners
Ohio
$705K
W
30
WPWealth
Texas
$689K
FCFC
31
First Commonwealth Financial Corp
Pennsylvania
$684K
OBWG
32
Onyx Bridge Wealth Group
New York
$671K
KWS
33
Keystone Wealth Services
California
$667K
SPIA
34
Steward Partners Investment Advisory
New York
$662K
BWM
35
Buska Wealth Management
Wisconsin
$557K
AA
36
ACT Advisors
North Carolina
$525K
PA
37
PFG Advisors
Arizona
$520K
ACM
38
Advance Capital Management
Michigan
$500K
FIA
39
Foundations Investment Advisors
Arizona
$490K
VPF
40
Vantage Point Financial
Illinois
$472K
CPIG
41
Chicago Partners Investment Group
Illinois
$462K
SWM
42
Spire Wealth Management
Virginia
$456K
PAS
43
PKS Advisory Services
New York
$447K
KWM
44
Kingsview Wealth Management
Oregon
$441K
DI
45
Diligent Investors
California
$415K
SAG
46
SageView Advisory Group
California
$402K
HighTower Advisors
47
HighTower Advisors
Illinois
$394K
RA
48
RFG Advisory
Alabama
$378K
LWM
49
Lakeridge Wealth Management
Ohio
$361K
SW
50
Simplicity Wealth
New Jersey
$358K