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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
BCM
1
Brookstone Capital Management
Illinois
$66.9M +$1.06M +26,690 +2%
BFG
2
Broussard Financial Group
Louisiana
$15.7M +$15.5M +393,223 New
Raymond James Financial
3
Raymond James Financial
Florida
$11M -$414K -10,478 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.43M -$65K -1,643 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.32M -$187K -4,725 -3%
PCA
6
Prosperity Capital Advisors
Ohio
$5.55M -$411K -10,391 -7%
KWM
7
KFG Wealth Management
Indiana
$5.25M -$234K -5,910 -4%
MW
8
MBL Wealth
North Carolina
$5.16M -$76.9K -1,946 -1%
AIC
9
Archer Investment Corporation
Indiana
$3.32M -$2.77M -70,184 -46%
KAS
10
Kestra Advisory Services
Texas
$2.5M -$2.51M -63,362 -50%
SWM
11
Spire Wealth Management
Virginia
$2.4M +$63.3K +1,602 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.39M -$611K -15,460 -21%
FFG
13
Fiduciary Financial Group
California
$2.34M
NFS
14
NewCorp Financial Services
Georgia
$2.3M +$2.27M +57,531 New
BFG
15
Berger Financial Group
Minnesota
$2.28M -$43.1K -1,090 -2%
CVA
16
Central Valley Advisors
California
$2.13M
SB
17
Strategic Blueprint
Georgia
$1.95M -$116K -2,926 -6%
CA
18
Clearstead Advisors
Ohio
$1.41M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.4M -$186K -4,707 -12%
LPL Financial
20
LPL Financial
California
$1.31M -$101K -2,545 -7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.3M +$35.6K +900 +3%
AIA
22
AssuredPartners Investment Advisors
Florida
$1.21M +$860K +21,756 +253%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.17M -$184K -4,652 -14%
FIA
24
Foundations Investment Advisors
Arizona
$1.13M +$275K +6,962 +33%
WP
25
WealthShield Partners
North Carolina
$1.07M -$13.8K -350 -1%