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Innovator US Equity Ultra Buffer ETF September

79 hedge funds and large institutions have $182M invested in Innovator US Equity Ultra Buffer ETF September in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2.33% less ownership

Funds ownership: 82.21%79.87% (-2.3%)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
OWA
51
Outlook Wealth Advisors
Texas
$347K
SA
52
Sonoma Allocations
California
$331K
CWAF
53
Core Wealth Advisors (Florida)
Florida
$303K
PWA
54
Physician Wealth Advisors
Utah
$289K
IWM
55
IMG Wealth Management
Florida
$289K
CB
56
Chris Bulman
California
$269K
W
57
WorthPointe
California
$260K
AWM
58
Accurate Wealth Management
Florida
$250K
CGFA
59
Colton Groome Financial Advisors
North Carolina
$249K
RAS
60
RPS Advisory Solutions
Kentucky
$234K
FA
61
FC Advisory
Pennsylvania
$222K
TWM
62
TopTier Wealth Management
Wisconsin
$222K
PSA
63
Plum Street Advisors
Louisiana
$212K
GS
64
GTS Securities
New York
$202K
VPF
65
Vantage Point Financial
Illinois
$201K
TC
66
Truvestments Capital
Florida
$171K
ACA
67
Aptus Capital Advisors
Alabama
$164K
DFA
68
DHJJ Financial Advisors
Illinois
$155K
AAP
69
Arax Advisory Partners
Colorado
$135K
SPIA
70
Steward Partners Investment Advisory
New York
$132K
WP
71
WealthShield Partners
North Carolina
$124K
CAL
72
Capital Analysts LLC
Pennsylvania
$77K
KFAS
73
Keating Financial Advisory Services
Kansas
$62K
EWM
74
Evolution Wealth Management
Florida
$51.6K
FNWA
75
Financial Network Wealth Advisors
Utah
$39.8K