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Innovator US Equity Ultra Buffer ETF July

68 hedge funds and large institutions have $90.5M invested in Innovator US Equity Ultra Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
11
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$10.4M +$1.08M +32,095 +12%
Raymond James Financial
2
Raymond James Financial
Florida
$8.89M +$788K +23,499 +10%
KAS
3
Kestra Advisory Services
Texas
$8.33M -$86.3K -2,573 -1%
PCA
4
Prosperity Capital Advisors
Ohio
$8.19M +$485K +14,441 +6%
KWM
5
KFG Wealth Management
Indiana
$6.8M -$1.93M -57,539 -22%
SF
6
Seros Financial
Arizona
$6.74M +$6.74M +205,570 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$4.46M -$193K -5,745 -4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$2.95M +$1.49M +44,488 +102%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.32M -$86.9K -2,593 -4%
IWM
10
IMG Wealth Management
Florida
$1.96M +$17K +506 +0.9%
AF
11
Allworth Financial
California
$1.69M -$61.4K -1,861 -4%
NFG
12
Nations Financial Group
Iowa
$1.51M -$7.04K -210 -0.5%
W
13
WPWealth
Texas
$1.39M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.3M +$1.3M +38,899 New
BCM
15
Brookstone Capital Management
Illinois
$1.24M -$102K -3,028 -8%
CPIG
16
Chicago Partners Investment Group
Illinois
$1.1M
HighTower Advisors
17
HighTower Advisors
Illinois
$1.03M
FFG
18
Fiduciary Financial Group
California
$977K
Truist Financial
19
Truist Financial
North Carolina
$903K -$4.23K -126 -0.5%
MML Investors Services
20
MML Investors Services
Massachusetts
$889K -$116K -3,474 -12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$886K -$483K -14,415 -35%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$863K -$488K -14,553 -36%
LPL Financial
23
LPL Financial
California
$797K -$41.8K -1,247 -5%
CVA
24
Central Valley Advisors
California
$785K -$838 -25 -0.1%
OCFG
25
O'Connor Financial Group
Illinois
$693K -$4.56K -136 -0.7%