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Innovator US Equity Ultra Buffer ETF September

68 hedge funds and large institutions have $97.6M invested in Innovator US Equity Ultra Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

71% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 31

Holders
68
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
KWA
1
Kellett Wealth Advisors
Ohio
$28.5M
SA
2
Sovran Advisors
California
$18.5M
PCA
3
Prosperity Capital Advisors
Ohio
$4.34M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.27M
KAS
5
Kestra Advisory Services
Texas
$2.89M
Osaic Holdings
6
Osaic Holdings
Arizona
$2.37M
KWM
7
KFG Wealth Management
Indiana
$2.11M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.1M
CVA
9
Central Valley Advisors
California
$2.03M
Truist Financial
10
Truist Financial
North Carolina
$1.76M
BCM
11
Brookstone Capital Management
Illinois
$1.68M
ST
12
Sageworth Trust
Pennsylvania
$1.47M
ASN
13
Advisory Services Network
Georgia
$1.28M
AWA
14
Arete Wealth Advisors
Illinois
$1.27M
SAG
15
SageView Advisory Group
California
$1.23M
BFG
16
Berger Financial Group
Minnesota
$1.13M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.1M
SB
18
Strategic Blueprint
Georgia
$1.01M
SWM
19
Spire Wealth Management
Virginia
$934K
OMC
20
Old Mission Capital
Illinois
$901K
HighTower Advisors
21
HighTower Advisors
Illinois
$895K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$827K
FFG
23
Fiduciary Financial Group
California
$811K
FIA
24
Foundations Investment Advisors
Arizona
$752K
PWA
25
Prairie Wealth Advisors
Nebraska
$740K