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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
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$10.4M
Raymond James Financial
2
Raymond James Financial
Florida
$8.89M
KAS
3
Kestra Advisory Services
Texas
$8.33M
PCA
4
Prosperity Capital Advisors
Ohio
$8.19M
KWM
5
KFG Wealth Management
Indiana
$6.8M
SF
6
Seros Financial
Arizona
$6.74M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$4.46M
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$2.95M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.32M
IWM
10
IMG Wealth Management
Florida
$1.96M
AF
11
Allworth Financial
California
$1.69M
NFG
12
Nations Financial Group
Iowa
$1.51M
W
13
WPWealth
Texas
$1.39M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.3M
BCM
15
Brookstone Capital Management
Illinois
$1.24M
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
MML Investors Services
20
MML Investors Services
Massachusetts
$889K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$886K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$863K
LPL Financial
23
LPL Financial
California
$797K
CVA
24
Central Valley Advisors
California
$785K
OCFG
25
O'Connor Financial Group
Illinois
$693K