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Innovator US Equity Ultra Buffer ETF March

71 hedge funds and large institutions have $74.9M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 6971 (+2)

12.09% less ownership

Funds ownership: 75.07%62.98% (-12%)

49% less capital invested

Capital invested by funds: $148M → $74.9M (-$73M)

86% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 36

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IMG Wealth Management
Florida
$841K +$100K +2,539 +14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$799K -$70.9K -1,800 -8%
AWA
28
Arete Wealth Advisors
Illinois
$775K -$11.3K -286 -1%
WTFG
29
Wood Tarver Financial Group
Idaho
$762K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$737K -$5.91K -150 -0.8%
AFP
31
Ausdal Financial Partners
Iowa
$664K -$984 -25 -0.2%
WS
32
Wedbush Securities
California
$660K
BRPW
33
Ballast Rock Private Wealth
South Carolina
$559K +$551K +14,002 New
SPA
34
Sound Portfolio Advisors
Connecticut
$492K +$485K +12,319 New
SWP
35
Sagespring Wealth Partners
Tennessee
$478K -$88K -2,235 -16%
LPL Financial
36
LPL Financial
California
$476K -$147K -3,740 -24%
CPIG
37
Chicago Partners Investment Group
Illinois
$468K
TF
38
Trek Financial
Arizona
$468K
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$463K
MML Investors Services
40
MML Investors Services
Massachusetts
$446K
CFS
41
CRA Financial Services
New Jersey
$430K -$84.8K -2,155 -17%
SB
42
Strategic Blueprint
Georgia
$393K -$19.4K -493 -5%
BSCCG
43
Blue Sky Capital Consultants Group
California
$388K
ACM
44
Advance Capital Management
Michigan
$382K +$8.94K +227 +2%
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$332K -$9.88K -251 -3%
ASN
46
Advisory Services Network
Georgia
$323K
AWM
47
AE Wealth Management
Kansas
$317K -$4.61K -117 -1%
SOS
48
Silver Oak Securities
Tennessee
$283K -$4.92K -125 -2%
BWS
49
BFI Wealth Solutions
Texas
$264K +$260K +6,600 New
OAM
50
Occidental Asset Management
California
$248K