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Innovator US Equity Accelerated 9 Buffer ETF July

48 hedge funds and large institutions have $126M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 2 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:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
48
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
GI
1
Gradient Investments
Minnesota
$69.2M
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$11.8M
MFS
3
Mattson Financial Services
Michigan
$4.51M
BFA
4
Brown Financial Advisors
Ohio
$4.43M
HighTower Advisors
5
HighTower Advisors
Illinois
$3.99M
Osaic Holdings
6
Osaic Holdings
Arizona
$3.52M
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$2.54M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$2.46M
WCG
9
Weaver Consulting Group
California
$2.46M
CPIG
10
Chicago Partners Investment Group
Illinois
$2.09M
CF
11
Centaurus Financial
California
$1.97M
MFA
12
Millington Financial Advisors
Illinois
$1.38M
BIG
13
Brookwood Investment Group
Arizona
$1.29M
SCA
14
Snowden Capital Advisors
New York
$1.19M
KAS
15
Kestra Advisory Services
Texas
$1.1M
EMAM
16
Encompass More Asset Management
California
$1.1M
PW
17
Paladin Wealth
Minnesota
$1.08M
GS
18
GWN Securities
Florida
$994K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$906K
FCFC
20
First Commonwealth Financial Corp
Pennsylvania
$872K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$826K
CF
22
Crosspoint Financial
California
$753K
Jane Street
23
Jane Street
New York
$608K
VWA
24
Visionary Wealth Advisors
Illinois
$542K
W
25
WorthPointe
California
$534K