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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
Osaic Holdings
1
Osaic Holdings
Arizona
$11.2M -$1.32M -34,541 -11%
Raymond James Financial
2
Raymond James Financial
Florida
$10.8M +$21.8K +568 +0.2%
KAS
3
Kestra Advisory Services
Texas
$9.71M -$5.52K -144 -0.1%
PCA
4
Prosperity Capital Advisors
Ohio
$6.4M -$4.03M -104,942 -39%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$5.29M -$3.26K -85 -0.1%
KWM
6
KFG Wealth Management
Indiana
$5.17M -$1.58M -41,261 -24%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.75M +$384K +10,021 +9%
BCM
8
Brookstone Capital Management
Illinois
$3.31M -$59.4M -1,548,202 -95%
FIA
9
Foundations Investment Advisors
Arizona
$2.89M +$2.24M +58,472 +363%
IWM
10
IMG Wealth Management
Florida
$2.5M -$26.2K -683 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.45M -$166K -4,315 -6%
AWA
12
Arete Wealth Advisors
Illinois
$2.26M -$136K -3,541 -6%
BFG
13
Berger Financial Group
Minnesota
$2.22M -$72.6K -1,892 -3%
BCI
14
Brinker Capital Investments
Pennsylvania
$2.13M +$165K +4,293 +8%
CVA
15
Central Valley Advisors
California
$2.02M
AIA
16
AssuredPartners Investment Advisors
Florida
$1.99M +$1.97M +51,266 New
AF
17
Allworth Financial
California
$1.92M -$47.1K -1,229 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.82M +$21.7K +565 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.79M +$1.22M +31,727 +220%
NFG
20
Nations Financial Group
Iowa
$1.76M +$34.7K +904 +2%
Cerity Partners
21
Cerity Partners
New York
$1.69M -$409K -10,661 -20%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.34M +$36.3K +946 +3%
SWM
23
Spire Wealth Management
Virginia
$1.31M -$73.2K -1,908 -5%
LPL Financial
24
LPL Financial
California
$1.3M -$8.71K -227 -0.7%
CPIG
25
Chicago Partners Investment Group
Illinois
$1.27M