Innovator US Equity 10 Buffer ETF Quarterly
ZALT
82 hedge funds and large institutions have $451M invested in Innovator US Equity 10 Buffer ETF Quarterly in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 6 closing their positions.
213% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 16
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $395M → $451M (+$56.6M)
0.1% more ownership
Funds ownership: 82.09% → 82.2% (+0.1%)
0% more funds holding
Funds holding: 82 → 82 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$36.3M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$4.96M |
| 3 |
DBRC
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
+$3.23M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$3.03M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$15.3M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
-$4.08M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$3.26M |
| 4 |
MI
Motiv8 Investments
Port St. Lucie,
Florida
|
-$3.06M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
76
WealthShield Partners
Cary,
North Carolina
| $108K | – | – | – |
|
|
CJ
77
Caitlin John
Brighton,
Michigan
| $38.2K | +$37.6K | +1,199 | New |
|
|
AAS
78
Ameritas Advisory Services
Lincoln,
Nebraska
| $15.9K | -$1.04M | -33,029 | -99% |
|
|
FFA
79
Farther Finance Advisors
San Francisco,
California
| $13.4K | -$2.48K | -79 | -16% |
|
|
RIL
80
Rothschild Investment LLC
Chicago,
Illinois
| $11.2K | – | – | – |
|
81
Morgan Stanley
New York
| $7.14K | -$433K | -13,786 | -98% |
|
|
OSAM
82
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $1.37K | +$188 | +6 | +16% |
|
|
MA
83
Mutual Advisors
Omaha,
Nebraska
| – | -$3.26M | -104,317 | Closed |
|
|
FHC
84
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$256K | -8,297 | Closed |
|
85
Citadel Advisors
Miami,
Florida
| – | -$210K | -6,812 | Closed |
|
86
UBS Group
Zurich,
Switzerland
| – | -$27.1K | -880 | Closed |
|
|
AG
87
AmeriFlex Group
Las Vegas,
Nevada
| – | -$22.6K | -733 | Closed |
|
88
US Bancorp
Minneapolis,
Minnesota
| – | -$20.5K | -667 | Closed |
|
ZALT Hedge Fund Activity: Q3 2025 in Review
82 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity 10 Buffer ETF Quarterly (ZALT) for Q3 2025, worth a combined $451M — up 14% from $395M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ZALT positions and 6 closed out — a net gain of 1 holder — while 50 added to existing stakes and 16 trimmed.
The largest buyer was Hollencrest Capital Management, opening a new position worth an estimated $36.3M. The largest seller was Wealthquest, cutting an estimated $15.3M.
- 82 institutional investors held Innovator US Equity 10 Buffer ETF Quarterly (ZALT) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $451M of Innovator US Equity 10 Buffer ETF Quarterly stock for Q3 2025, up 14% quarter-over-quarter.
- 7 funds opened new Innovator US Equity 10 Buffer ETF Quarterly positions in Q3 2025 and 6 closed out, a net change of +1 holder.
- The largest Innovator US Equity 10 Buffer ETF Quarterly buyer in Q3 2025 was Hollencrest Capital Management, an estimated $36.3M added.
- The largest Innovator US Equity 10 Buffer ETF Quarterly seller in Q3 2025 was Wealthquest, an estimated $15.3M sold.
Based on aggregated 13F filings for Q3 2025.