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Innovator US Equity 10 Buffer ETF Quarterly
ZALT

68 hedge funds and large institutions have $351M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

42% more funds holding

Funds holding: 48 → 68 (+20)

40% more capital invested

Capital invested by funds: $250M → $351M (+$101M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

3.51% more ownership

Funds ownership: 79.41% → 82.91% (+3.5%)

Holders
68
Holders Change
+20
Holders Change %
+41.67%
% of All Funds
0.91%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
30
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$22M
2
W
Wealthquest
Ohio
+$13.9M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$11.9M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$7.41M
5
AI
Atria Investments
North Carolina
+$7.22M

Top Sellers

Rank Fund Capital Flow
1
CWG
Crown Wealth Group
North Carolina
-$8.27M
2
KAS
Kestra Advisory Services
Texas
-$3.18M
3
TCM
Triumph Capital Management
Colorado
-$1.19M
4
FHC
First Heartland Consultants
Missouri
-$684K
5
MI
Motiv8 Investments
Florida
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$2.04M +$116K +3,852 +6%
MI
27
Motiv8 Investments
Florida
$1.91M -$292K -9,716 -13%
Truist Financial
28
Truist Financial
North Carolina
$1.81M +$1.82M +60,647 New
CA
29
Claro Advisors
Massachusetts
$1.3M +$104K +3,465 +9%
AAS
30
Ameritas Advisory Services
Nebraska
$1.29M -$12.5K -418 -1%
SRA
31
Secured Retirement Advisors
Minnesota
$1.22M +$145K +4,817 +13%
ASN
32
Advisory Services Network
Georgia
$1.02M -$11.2K -372 -1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$895K +$304K +10,126 +51%
SMAM
34
Sugar Maple Asset Management
Wisconsin
$827K +$394K +13,124 +90%
KWM
35
KFG Wealth Management
Indiana
$744K +$750K +24,988 New
HI
36
Harbour Investments
Wisconsin
$641K +$214K +7,138 +50%
TCM
37
Triumph Capital Management
Colorado
$614K -$1.19M -39,547 -66%
VFPW
38
Vantage Financial Partners (Wisconsin)
Wisconsin
$600K +$151K +5,035 +33%
KWM
39
Kingsview Wealth Management
Oregon
$593K +$56.5K +1,882 +10%
TSS
40
Two Sigma Securities
New York
$590K +$594K +19,803 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$584K +$588K +19,604 New
AFP
42
Ausdal Financial Partners
Iowa
$574K +$578K +19,266 New
WCAMG
43
Woodard & Company Asset Management Group
North Carolina
$559K +$74K +2,466 +15%
TLA
44
Tanglewood Legacy Advisors
Texas
$527K +$531K +17,700 New
KFGG
45
Keystone Financial Group (Georgia)
Georgia
$488K +$491K +16,376 New
BIM
46
Bullseye Investment Management
Ohio
$467K +$471K +15,690 New
AWM
47
AE Wealth Management
Kansas
$460K +$401K +13,366 +636%
GSIAS
48
Garden State Investment Advisory Services
New Jersey
$377K -$178K -5,929 -32%
LPL Financial
49
LPL Financial
California
$351K +$10.3K +342 +3%
DWP
50
Daymark Wealth Partners
Ohio
$346K +$348K +11,607 New
1
2
3

ZALT Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) for Q1 2025, worth a combined $351M — up 40% from $250M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ZALT positions and 4 closed out — a net gain of 21 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $22M. The largest seller was Crown Wealth Group, cutting an estimated $8.27M.

  • 68 institutional investors held Innovator US Equity 10 Buffer ETF Quarterly (ZALT) as of Q1 2025, up from 48 in Q4 2024.
  • Funds reported $351M of Innovator US Equity 10 Buffer ETF Quarterly stock for Q1 2025, up 40% quarter-over-quarter.
  • 25 funds opened new Innovator US Equity 10 Buffer ETF Quarterly positions in Q1 2025 and 4 closed out, a net change of +21 holders.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly buyer in Q1 2025 was Osaic Holdings, an estimated $22M added.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly seller in Q1 2025 was Crown Wealth Group, an estimated $8.27M sold.

Based on aggregated 13F filings for Q1 2025.