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Innovator US Equity Ultra Buffer ETF July

80 hedge funds and large institutions have $113M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 8080 (0)

8.01% less ownership

Funds ownership: 80.37%72.37% (-8%)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

35% less capital invested

Capital invested by funds: $175M → $113M (-$61.6M)

Holders
80
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.22M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.2M +$92.7K +2,418 +9%
SWM
28
SeaCrest Wealth Management
New York
$1.17M -$72.9K -1,900 -6%
FFG
29
Fiduciary Financial Group
California
$1.17M
OMC
30
Old Mission Capital
Illinois
$1.03M +$1.02M +26,486 New
W
31
WPWealth
Texas
$1.01M -$524K -13,650 -34%
Truist Financial
32
Truist Financial
North Carolina
$979K -$22.4K -585 -2%
SB
33
Strategic Blueprint
Georgia
$970K +$9.9K +258 +1%
OCFG
34
O'Connor Financial Group
Illinois
$815K +$7.83K +204 +1%
FWIA
35
Fort Washington Investment Advisors
Ohio
$666K
I
36
InvesTrust
Oklahoma
$630K
TWP
37
Triad Wealth Partners
Kansas
$617K +$72K +1,876 +13%
JRPIM
38
Journey Retirement Planning & Investment Management
Idaho
$605K +$599K +15,612 New
CF
39
Centaurus Financial
California
$569K -$345 -9 -0.1%
JP Morgan Chase
40
JP Morgan Chase
New York
$547K -$13.4K -349 -2%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$521K -$14K -366 -3%
MCC
42
Money Concepts Capital
Florida
$516K +$37.9K +988 +8%
AIC
43
Archer Investment Corporation
Indiana
$496K -$96K -2,502 -16%
SFA
44
Souders Financial Advisors
Ohio
$473K
ASN
45
Advisory Services Network
Georgia
$471K
CIA
46
Concurrent Investment Advisors
Florida
$471K +$170K +4,439 +58%
RGF
47
Retirement Guys Formula
Ohio
$467K -$1.46K -38 -0.3%
SPIA
48
Steward Partners Investment Advisory
New York
$465K
RA
49
RFG Advisory
Alabama
$444K +$3.45K +90 +0.8%
AI
50
Atria Investments
North Carolina
$436K +$21.5K +560 +5%