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Innovator US Equity 10 Buffer ETF Quarterly

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: 4868 (+20)

40% more capital invested

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

25% more funds holding in top 10

Funds holding in top 10: 45 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
51
Insight Wealth Partners
Texas
$329K +$332K +11,055 New
CWA
52
Crux Wealth Advisors
California
$318K +$320K +10,677 New
ALS
53
Andrew L. Share
$296K +$298K +9,930 New
Citadel Advisors
54
Citadel Advisors
Florida
$281K -$159K -5,300 -36%
FHC
55
First Heartland Consultants
Missouri
$247K -$684K -22,807 -73%
SOS
56
Silver Oak Securities
Tennessee
$231K +$233K +7,778 New
IA
57
Integrity Alliance
Iowa
$230K +$232K +7,727 New
CA
58
CoreCap Advisors
Michigan
$224K
BAM
59
Belpointe Asset Management
Nevada
$224K +$226K +7,541 New
CWG
60
Crown Wealth Group
North Carolina
$220K -$8.27M -275,770 -97%
SPIA
61
Steward Partners Investment Advisory
New York
$216K
JP Morgan Chase
62
JP Morgan Chase
New York
$108K +$109K +3,641 New
PPWM
63
PFG Private Wealth Management
Florida
$104K +$104K +3,483 New
WP
64
WealthShield Partners
North Carolina
$101K
PS
65
Principal Securities
Iowa
$74.4K
HCM
66
Hollencrest Capital Management
California
$50.8K +$51.2K +1,708 New
DI
67
DAGCO Inc
Ohio
$21.4K +$21.6K +720 New
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$1.1K +$1.11K +37 New
KAS
69
Kestra Advisory Services
Texas
-$3.18M -106,821 Closed
Bank of America
70
Bank of America
North Carolina
-$83.8K -2,815 Closed
OCM
71
Orion Capital Management
California
-$1.25K -42 Closed
SCA
72
Stuart Chaussee & Associates
California
-$298 -10 Closed

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.