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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
W
1
Wealthquest
Ohio
$112M +$13.9M +462,234 +14%
Osaic Holdings
2
Osaic Holdings
Arizona
$46.1M +$22M +734,177 +90%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$24.7M +$11.9M +395,860 +91%
PGWM
4
Pitti Group Wealth Management
New York
$12.9M +$3.67M +122,254 +39%
CVA
5
Central Valley Advisors
California
$12.5M +$727K +24,239 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$12.3M +$1.4M +46,727 +13%
NA
7
NewEdge Advisors
Louisiana
$10.7M +$2.45M +81,493 +29%
CF
8
Centaurus Financial
California
$8.6M +$1.02M +34,091 +13%
IFG
9
Independent Financial Group
California
$7.94M +$4.16M +138,593 +108%
AI
10
Atria Investments
North Carolina
$7.88M +$7.22M +240,732 +1,011%
PWM
11
PTM Wealth Management
United States
$7.47M +$8.03M +267,688 New
CFS
12
CRA Financial Services
New Jersey
$7.43M +$935K +31,150 +14%
GFA
13
Gallagher Fiduciary Advisors
Illinois
$7.36M +$7.41M +247,120 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.2M +$1.22M +40,594 +20%
PCA
15
Pallas Capital Advisors
Massachusetts
$6.35M +$6.4M +213,378 New
DBRC
16
D.B. Root & Company
Pennsylvania
$5.39M +$500K +16,657 +10%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.61M +$4.65M +154,945 New
FIA
18
Foundations Investment Advisors
Arizona
$3.96M +$104K +3,455 +3%
CFCI
19
Comprehensive Financial Consultants Institutional
Indiana
$3.65M +$381K +12,696 +12%
SPC
20
Sigma Planning Corp
Michigan
$3.56M +$1.89M +63,132 +112%
GIA
21
Gladstone Institutional Advisory
Florida
$3.5M -$11.5K -384 -0.3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.33M +$2.94M +98,111 +709%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3M +$1.12M +37,300 +59%
MFG
24
MTM Financial Group
Pennsylvania
$2.64M +$212K +7,077 +9%
SWP
25
Sagespring Wealth Partners
Tennessee
$2.37M +$2.39M +79,676 New

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.