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Innovator Equity Defined Protection ETF - 2 Yr to April 2028

47 hedge funds and large institutions have $35.2M invested in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

15% more funds holding

Funds holding: 4147 (+6)

1.87% more ownership

Funds ownership: 45.51%47.38% (+1.9%)

0% more capital invested

Capital invested by funds: $35.2M → $35.2M (+$13.9K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
26
HBW Advisory Services
California
$444K +$435K +16,939 New
VWA
27
Visionary Wealth Advisors
Illinois
$437K
LCWP
28
Legacy Capital Wealth Partners
Arkansas
$434K
HighTower Advisors
29
HighTower Advisors
Illinois
$415K
KWS
30
Keystone Wealth Services
California
$402K +$394K +15,342 New
CWS
31
Cypress Wealth Services
California
$328K
OCFG
32
O'Connor Financial Group
Illinois
$320K
TWM
33
Tradition Wealth Management
Minnesota
$235K
FA
34
FC Advisory
Pennsylvania
$224K +$219K +8,526 New
CA
35
CoreCap Advisors
Michigan
$222K -$19.4K -757 -8%
DI
36
Diligent Investors
California
$216K
AWS
37
Atria Wealth Solutions
New York
$215K -$9.75K -380 -4%
FFA
38
Farther Finance Advisors
California
$149K +$146K +5,698 New
GEA
39
Glen Eagle Advisors
New Jersey
$148K +$145K +5,640 New
HI
40
Harbour Investments
Wisconsin
$113K
SPIA
41
Steward Partners Investment Advisory
New York
$106K -$25.9K -1,010 -20%
IA
42
IFP Advisors
Florida
$76K +$74.4K +2,900 New
Barclays
43
Barclays
United Kingdom
$52.4K +$51.3K +2,000 New
SS
44
Sunbelt Securities
Texas
$28.3K
AWM
45
Aspire Wealth Management
Massachusetts
$14.8K +$14.5K +564 New
DFA
46
DHJJ Financial Advisors
Illinois
$10.6K +$10.4K +405 New
HNB
47
Huntington National Bank
Ohio
$4.01K
UBS Group
48
UBS Group
Switzerland
$2.18K +$2.13K +83 New
MW
49
Maia Wealth
Colorado
-$3.47M -135,961 Closed
Jane Street
50
Jane Street
New York
-$1.07M -42,461 Closed

AAPR Hedge Fund Activity: Q3 2024 in Review

47 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) for Q3 2024, worth a combined $35.2M — up 0.04% from $35.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AAPR positions and 6 closed out — a net gain of 6 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.34M. The largest seller was Maia Wealth, exiting entirely with an estimated $3.47M sold.

  • 47 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) as of Q3 2024, up from 41 in Q2 2024.
  • Funds reported $35.2M of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 stock for Q3 2024, up 0.04% quarter-over-quarter.
  • 12 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to April 2028 positions in Q3 2024 and 6 closed out, a net change of +6 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to April 2028 buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $1.34M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to April 2028 seller in Q3 2024 was Maia Wealth, an estimated $3.47M sold.

Based on aggregated 13F filings for Q3 2024.