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Innovator US Equity Ultra Buffer ETF August

86 hedge funds and large institutions have $174M invested in Innovator US Equity Ultra Buffer ETF August in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $164M → $174M (+$10.1M)

5.75% more ownership

Funds ownership: 68.29%74.04% (+5.7%)

7% less funds holding

Funds holding: 9286 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

66% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 38

Holders
86
Holders Change
-6
Holders Change %
-6.52%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
13
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
26
Milestone Asset Management
Pennsylvania
$1.03M -$45.4K -1,148 -4%
OMC
27
Old Mission Capital
Illinois
$926K +$29.4K +744 +3%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$825K -$66.5K -1,683 -8%
IPW
29
Impact Partnership Wealth
Georgia
$781K
CFS
30
CRA Financial Services
New Jersey
$741K
Truist Financial
31
Truist Financial
North Carolina
$734K -$7.59K -192 -1%
W
32
WPWealth
Texas
$645K -$91.6K -2,317 -13%
SPIA
33
Steward Partners Investment Advisory
New York
$644K +$30.6K +775 +5%
OBWG
34
Onyx Bridge Wealth Group
New York
$579K -$47.5K -1,202 -8%
ACM
35
Advance Capital Management
Michigan
$553K
VPF
36
Vantage Point Financial
Illinois
$519K -$24.6K -621 -5%
AWA
37
Arkadios Wealth Advisors
Georgia
$486K +$62.5K +1,580 +15%
CPIG
38
Chicago Partners Investment Group
Illinois
$483K -$2.85K -72 -0.6%
FFA
39
Farther Finance Advisors
California
$455K +$181K +4,567 +67%
HHWM
40
Hiley Hunt Wealth Management
Nebraska
$444K -$261K -6,592 -37%
LWM
41
Lakeridge Wealth Management
Ohio
$428K
LF
42
Lantz Financial
Illinois
$423K -$2.33K -59 -0.6%
SW
43
Simplicity Wealth
New Jersey
$412K
SAG
44
SageView Advisory Group
California
$403K
CWG
45
Cornerstone Wealth Group
North Carolina
$403K
AWA
46
Arete Wealth Advisors
Illinois
$392K -$5.73K -145 -1%
AWM
47
Accurate Wealth Management
Florida
$380K +$1.19K +30 +0.3%
CAM
48
Cresset Asset Management
Illinois
$371K
FCFC
49
First Commonwealth Financial Corp
Pennsylvania
$348K -$436K -11,026 -56%
ASN
50
Advisory Services Network
Georgia
$340K