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Innovator US Equity Accelerated 9 Buffer ETF July

45 hedge funds and large institutions have $95.5M invested in Innovator US Equity Accelerated 9 Buffer ETF July in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

4% less ownership

Funds ownership: 88.23%84.23% (-4%)

6% less funds holding

Funds holding: 4845 (-3)

24% less capital invested

Capital invested by funds: $126M → $95.5M (-$30.7M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$39.3M -$32.8M -953,576 -47%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$11.9M -$622K -18,069 -5%
MFS
3
Mattson Financial Services
Michigan
$4.43M -$352K -10,212 -8%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.25M +$7.3K +212 +0.2%
BFA
5
Brown Financial Advisors
Ohio
$4.17M -$521K -15,130 -12%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.4M -$329K -9,564 -9%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$2.69M -$6.92K -201 -0.3%
WCG
8
Weaver Consulting Group
California
$2.56M -$50.3K -1,461 -2%
CPIG
9
Chicago Partners Investment Group
Illinois
$2.23M
MFA
10
Millington Financial Advisors
Illinois
$2.01M +$445K +12,926 +31%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$2.01M -$592K -17,177 -24%
BIG
12
Brookwood Investment Group
Arizona
$1.54M +$158K +4,595 +12%
EMAM
13
Encompass More Asset Management
California
$1.38M +$209K +6,069 +19%
SCA
14
Snowden Capital Advisors
New York
$1.2M -$63.5K -1,845 -5%
KAS
15
Kestra Advisory Services
Texas
$1.18M +$11.9K +345 +1%
GS
16
GWN Securities
Florida
$1.16M +$95.9K +2,784 +9%
BCI
17
Brinker Capital Investments
Pennsylvania
$1.13M +$774K +22,482 +251%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1M +$37.2K +1,080 +4%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$962K +$79.7K +2,314 +9%
FCFC
20
First Commonwealth Financial Corp
Pennsylvania
$923K -$3.89K -113 -0.4%
CF
21
Crosspoint Financial
California
$801K
PW
22
Paladin Wealth
Minnesota
$790K -$341K -9,900 -31%
Citadel Advisors
23
Citadel Advisors
Florida
$511K +$113K +3,287 +30%
VWA
24
Visionary Wealth Advisors
Illinois
$501K -$72.3K -2,098 -13%
OCM
25
Orion Capital Management
California
$470K +$1.72K +50 +0.4%

XBJL Hedge Fund Activity: Q2 2025 in Review

45 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) for Q2 2025, worth a combined $95.5M — down 24% from $126M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of XBJL and 3 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 17 added.

The largest buyer was Brinker Capital Investments, adding an estimated $774K. The largest seller was Gradient Investments, cutting an estimated $32.8M.

  • 45 institutional investors held Innovator US Equity Accelerated 9 Buffer ETF July (XBJL) as of Q2 2025, down from 48 in Q1 2025.
  • Funds reported $95.5M of Innovator US Equity Accelerated 9 Buffer ETF July stock for Q2 2025, down 24% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Accelerated 9 Buffer ETF July positions in Q2 2025 and 5 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July buyer in Q2 2025 was Brinker Capital Investments, an estimated $774K added.
  • The largest Innovator US Equity Accelerated 9 Buffer ETF July seller in Q2 2025 was Gradient Investments, an estimated $32.8M sold.

Based on aggregated 13F filings for Q2 2025.