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Innovator US Equity Ultra Buffer ETF October

77 hedge funds and large institutions have $182M invested in Innovator US Equity Ultra Buffer ETF October in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
77
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
BCM
1
Brookstone Capital Management
Illinois
$54.8M
TPW
2
Talon Private Wealth
Florida
$32.8M
Raymond James Financial
3
Raymond James Financial
Florida
$12.3M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.3M
PCA
5
Prosperity Capital Advisors
Ohio
$6.56M
EMAM
6
Encompass More Asset Management
California
$5.8M
IWM
7
IHT Wealth Management
Illinois
$3.82M
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$3.01M
ASN
9
Advisory Services Network
Georgia
$3M
KWM
10
KFG Wealth Management
Indiana
$2.9M
KAS
11
Kestra Advisory Services
Texas
$2.75M
ATS
12
Ashton Thomas Securities
New York
$2.19M
IWM
13
IMG Wealth Management
Florida
$2.11M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.9M
DLHL
15
Donald L. Hagan LLC
Florida
$1.88M
Osaic Holdings
16
Osaic Holdings
Arizona
$1.87M
AF
17
Allworth Financial
California
$1.76M
CVA
18
Central Valley Advisors
California
$1.69M
Truist Financial
19
Truist Financial
North Carolina
$1.56M
LPL Financial
20
LPL Financial
California
$1.55M
SAG
21
SageView Advisory Group
California
$1.4M
BFC
22
Bedel Financial Consulting
Indiana
$1.3M
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.25M
FA
24
Fermata Advisors
California
$1.11M
MML Investors Services
25
MML Investors Services
Massachusetts
$1.07M