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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
TLA
51
Tanglewood Legacy Advisors
Texas
$545K
RFG
52
Range Financial Group
Oregon
$495K +$482K +16,068 New
KFGG
53
Keystone Financial Group (Georgia)
Georgia
$475K -$29.5K -982 -6%
BIM
54
Bullseye Investment Management
Ohio
$467K
Morgan Stanley
55
Morgan Stanley
New York
$432K +$421K +14,010 New
DWP
56
Daymark Wealth Partners
Ohio
$414K +$55.2K +1,839 +16%
GSIAS
57
Garden State Investment Advisory Services
New Jersey
$390K
CW
58
CreativeOne Wealth
Kansas
$388K +$378K +12,592 New
CWA
59
Crux Wealth Advisors
California
$354K +$24.6K +820 +8%
IWP
60
Insight Wealth Partners
Texas
$340K
OE
61
October Effect
Virginia
$307K +$300K +9,979 New
ALS
62
Andrew L. Share
$306K
OLVIG
63
Oliver Lagore Vanvalin Investment Group
Michigan
$269K +$271K +9,029 New
BAM
64
Belpointe Asset Management
Nevada
$263K +$29.6K +986 +13%
IA
65
Integrity Alliance
Iowa
$257K +$18.2K +605 +8%
FHC
66
First Heartland Consultants
Missouri
$256K
SOS
67
Silver Oak Securities
Tennessee
$251K +$10.9K +364 +5%
VPF
68
Vantage Point Financial
Illinois
$247K +$241K +8,015 New
SWA
69
Stratos Wealth Advisors
Ohio
$239K +$233K +7,756 New
CA
70
CoreCap Advisors
Michigan
$232K
SPIA
71
Steward Partners Investment Advisory
New York
$229K +$5.1K +170 +2%
AWM
72
Accurate Wealth Management
Florida
$225K +$218K +7,259 New
Citadel Advisors
73
Citadel Advisors
Florida
$210K -$79.1K -2,634 -28%
PS
74
Principal Securities
Iowa
$129K +$50.5K +1,681 +67%
WP
75
WealthShield Partners
North Carolina
$105K

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.