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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
DI
51
Diligent Investors
California
$339K -$138K -3,500 -29%
SF
52
Summit Financial
New Jersey
$333K -$100K -2,540 -23%
BWM
53
Buska Wealth Management
Wisconsin
$322K -$48.5K -1,226 -13%
TF
54
Trek Financial
Arizona
$321K
IAS
55
Integrity Advisory Solutions
Texas
$316K
SFP
56
Sterling Financial Planning
New Jersey
$309K -$7.04K -178 -2%
EWM
57
Evolution Wealth Management
Florida
$287K
BA
58
Bluesphere Advisors
Pennsylvania
$284K
AWM
59
Alterna Wealth Management
Texas
$280K
WTFG
60
Wood Tarver Financial Group
Idaho
$277K
4WM
61
4J Wealth Management
Virginia
$273K
CIA
62
Concurrent Investment Advisors
Florida
$270K -$9.41K -238 -3%
CB
63
Chris Bulman
California
$270K +$30.1K +762 +13%
DIA
64
Dana Investment Advisors
Wisconsin
$263K -$90.7K -2,294 -26%
IWM
65
IMG Wealth Management
Florida
$262K -$2.17K -55 -0.8%
KWM
66
Kingsview Wealth Management
Oregon
$255K
PA
67
PFG Advisors
Arizona
$241K -$320K -8,100 -57%
BPA
68
Beacon Pointe Advisors
California
$240K
GFA
69
Gallagher Fiduciary Advisors
Illinois
$240K
CFCI
70
Comprehensive Financial Consultants Institutional
Indiana
$225K
WA
71
Wealth Alliance
New York
$221K
OWA
72
Octavia Wealth Advisors
Ohio
$218K
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$208K -$313K -7,923 -60%
AWM
74
AE Wealth Management
Kansas
$149K +$25.4K +643 +21%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$91K +$47K +1,188 +109%