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Innovator US Equity Ultra Buffer ETF August

80 hedge funds and large institutions have $83M invested in Innovator US Equity Ultra Buffer ETF August in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
51
UBS Group
Switzerland
$311K +$127K +3,394 +69%
SFP
52
Sterling Financial Planning
New Jersey
$303K
CWG
53
Cornerstone Wealth Group
North Carolina
$293K
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$290K
AWA
55
Arete Wealth Advisors
Illinois
$289K -$26.6K -710 -8%
MG
56
Mather Group
Illinois
$286K
AAS
57
Avantax Advisory Services
Texas
$280K -$22.1K -590 -7%
AWM
58
Accurate Wealth Management
Florida
$278K
TF
59
Trek Financial
Arizona
$275K
WFAG
60
Worth Financial Advisory Group
North Carolina
$263K -$62K -1,657 -19%
4WM
61
4J Wealth Management
Virginia
$256K
GFA
62
Gallagher Fiduciary Advisors
Illinois
$225K
Morgan Stanley
63
Morgan Stanley
New York
$215K
WA
64
Wealth Alliance
New York
$207K +$207K +5,543 New
IWM
65
IMG Wealth Management
Florida
$206K -$21.9K -584 -10%
OPA
66
Old Port Advisors
Maine
$206K +$206K +5,500 New
RA
67
RFG Advisory
Alabama
$204K -$205K -5,469 -50%
WTFG
68
Wood Tarver Financial Group
Idaho
$192K -$9.93K -266 -5%
TPW
69
Talon Private Wealth
Florida
$189K -$70.4K -1,881 -27%
Barclays
70
Barclays
United Kingdom
$148K +$107K +2,863 +261%
FFA
71
Farther Finance Advisors
California
$111K
AWM
72
AE Wealth Management
Kansas
$86.7K -$51.5K -1,376 -37%
AF
73
Advisornet Financial
Minnesota
$41.2K
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$37K
DFA
75
DHJJ Financial Advisors
Illinois
$33.8K -$64K -1,709 -65%