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Innovator US Equity 10 Buffer ETF Quarterly

82 hedge funds and large institutions have $395M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

21% more funds holding

Funds holding: 6882 (+14)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $351M → $395M (+$43.3M)

0.82% less ownership

Funds ownership: 82.91%82.09% (-0.82%)

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
1.08%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
20
Increased
35
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
MTM Financial Group
Pennsylvania
$2.74M +$3.93K +131 +0.1%
SW
27
SMART Wealth
Nebraska
$2.69M +$2.62M +87,209 New
SWP
28
Sagespring Wealth Partners
Tennessee
$2.5M +$41.3K +1,374 +2%
Truist Financial
29
Truist Financial
North Carolina
$1.89M +$24.7K +824 +1%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.58M -$3.11M -103,468 -67%
AFP
31
Ausdal Financial Partners
Iowa
$1.5M +$883K +29,414 +153%
SRA
32
Secured Retirement Advisors
Minnesota
$1.36M +$95K +3,163 +8%
CA
33
Claro Advisors
Massachusetts
$1.18M -$159K -5,280 -12%
ASN
34
Advisory Services Network
Georgia
$1.16M +$81K +2,697 +8%
AAS
35
Ameritas Advisory Services
Nebraska
$1.03M -$295K -9,831 -23%
KPWS
36
Kestra Private Wealth Services
Texas
$987K +$962K +32,046 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$987K -$2.4M -79,919 -71%
SMAM
38
Sugar Maple Asset Management
Wisconsin
$924K +$66.8K +2,226 +8%
KWM
39
Kingsview Wealth Management
Oregon
$917K +$296K +9,849 +49%
BCI
40
Brinker Capital Investments
Pennsylvania
$906K +$883K +29,427 New
KWM
41
KFG Wealth Management
Indiana
$867K +$95.1K +3,167 +13%
Jane Street
42
Jane Street
New York
$808K +$788K +26,239 New
HI
43
Harbour Investments
Wisconsin
$740K +$75.1K +2,501 +12%
WCAMG
44
Woodard & Company Asset Management Group
North Carolina
$728K +$146K +4,873 +26%
TCM
45
Triumph Capital Management
Colorado
$617K -$17.6K -587 -3%
VFPW
46
Vantage Financial Partners (Wisconsin)
Wisconsin
$617K -$3.99K -133 -0.7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$594K -$9.4K -313 -2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$585K -$333K -11,085 -37%
AWM
49
AE Wealth Management
Kansas
$584K +$105K +3,485 +23%
LPL Financial
50
LPL Financial
California
$581K +$213K +7,103 +60%

ZALT Hedge Fund Activity: Q2 2025 in Review

82 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) for Q2 2025, worth a combined $395M — up 12% from $351M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ZALT positions and 6 closed out — a net gain of 14 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Grant Street Asset Management, opening a new position worth an estimated $22.2M. The largest seller was Wealthquest, cutting an estimated $13M.

  • 82 institutional investors held Innovator US Equity 10 Buffer ETF Quarterly (ZALT) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $395M of Innovator US Equity 10 Buffer ETF Quarterly stock for Q2 2025, up 12% quarter-over-quarter.
  • 20 funds opened new Innovator US Equity 10 Buffer ETF Quarterly positions in Q2 2025 and 6 closed out, a net change of +14 holders.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly buyer in Q2 2025 was Grant Street Asset Management, an estimated $22.2M added.
  • The largest Innovator US Equity 10 Buffer ETF Quarterly seller in Q2 2025 was Wealthquest, an estimated $13M sold.

Based on aggregated 13F filings for Q2 2025.