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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
WTFG
51
Wood Tarver Financial Group
Idaho
$425K
BFC
52
Bedel Financial Consulting
Indiana
$423K -$1.96K -51 -0.5%
Goldman Sachs
53
Goldman Sachs
New York
$404K -$30.6K -798 -7%
AWM
54
Accurate Wealth Management
Florida
$392K -$21.6K -562 -5%
LJAC
55
L.J. Altfest & Co
New York
$333K
TWM
56
Tradition Wealth Management
Minnesota
$317K
EMAM
57
Encompass More Asset Management
California
$317K +$48K +1,251 +18%
NFS
58
NewCorp Financial Services
Georgia
$283K +$280K +7,303 New
TF
59
Trek Financial
Arizona
$260K +$41.8K +1,090 +19%
CA
60
Calton & Associates
Florida
$258K +$2.88K +75 +1%
DIM
61
Delta Investment Management
California
$252K -$4.03K -105 -2%
AWM
62
AE Wealth Management
Kansas
$247K +$58.7K +1,530 +32%
AFGAS
63
Allegiance Financial Group Advisory Services
Virginia
$232K -$233K -6,084 -50%
BWM
64
Buska Wealth Management
Wisconsin
$230K -$29.2K -761 -11%
CIAS
65
Capital Investment Advisory Services
North Carolina
$224K
BEI
66
Benjamin Edwards Inc
Missouri
$221K -$7.25K -189 -3%
BWS
67
BFI Wealth Solutions
Texas
$219K +$217K +5,650 New
RWM
68
Riverchase Wealth Management
Texas
$204K
CA
69
CoreCap Advisors
Michigan
$103K -$7.13K -186 -7%
FNWA
70
Financial Network Wealth Advisors
Utah
$75.3K +$6.48K +169 +10%
KFAS
71
Keating Financial Advisory Services
Kansas
$54.5K +$53.9K +1,406 New
EWM
72
Evolution Wealth Management
Florida
$51.3K
HI
73
Harbour Investments
Wisconsin
$38.2K
DFA
74
DHJJ Financial Advisors
Illinois
$33.5K
OC
75
Optima Capital
Oregon
$32.5K +$32.2K +839 New