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Innovator US Equity Ultra Buffer ETF July

73 hedge funds and large institutions have $102M invested in Innovator US Equity Ultra Buffer ETF July in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.44% less ownership

Funds ownership: 72.37%67.93% (-4.4%)

9% less funds holding

Funds holding: 8073 (-7)

10% less capital invested

Capital invested by funds: $113M → $102M (-$10.8M)

58% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 36

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
73
Holders Change
-7
Holders Change %
-8.75%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$11.6M +$869K +22,376 +8%
Osaic Holdings
2
Osaic Holdings
Arizona
$10.7M -$421K -10,832 -4%
KAS
3
Kestra Advisory Services
Texas
$9.52M -$77K -1,981 -0.8%
PCA
4
Prosperity Capital Advisors
Ohio
$6.72M +$393K +10,115 +6%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.8M +$105K +2,710 +2%
KWM
6
KFG Wealth Management
Indiana
$3.91M -$1.22M -31,296 -23%
BCM
7
Brookstone Capital Management
Illinois
$3.17M -$97.2K -2,503 -3%
FIA
8
Foundations Investment Advisors
Arizona
$2.9M +$44.2K +1,138 +2%
IWM
9
IMG Wealth Management
Florida
$2.46M -$11K -282 -0.4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.41M -$5.44K -140 -0.2%
BCI
11
Brinker Capital Investments
Pennsylvania
$2.31M +$206K +5,306 +10%
AWA
12
Arete Wealth Advisors
Illinois
$2.24M +$272 +7 +0%
BFG
13
Berger Financial Group
Minnesota
$2.14M -$50.2K -1,292 -2%
CVA
14
Central Valley Advisors
California
$1.99M -$14.8K -381 -0.7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.87M +$66.6K +1,715 +4%
AF
16
Allworth Financial
California
$1.85M -$45.4K -1,168 -2%
AIA
17
AssuredPartners Investment Advisors
Florida
$1.77M -$215K -5,529 -11%
NFG
18
Nations Financial Group
Iowa
$1.75M +$9.05K +233 +0.5%
Cerity Partners
19
Cerity Partners
New York
$1.67M
CPIG
20
Chicago Partners Investment Group
Illinois
$1.3M
MML Investors Services
21
MML Investors Services
Massachusetts
$1.3M -$25.6K -659 -2%
LPL Financial
22
LPL Financial
California
$1.26M -$27.5K -709 -2%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.21M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.19M +$4.93K +127 +0.4%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.16M -$4.1M -105,666 -78%