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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
KAS
1
Kestra Advisory Services
Texas
$3.62M +$55.4K +2,160 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.21M -$282K -10,990 -8%
CF
3
Centaurus Financial
California
$2.98M -$28.1K -1,094 -1%
BIM
4
Bullseye Investment Management
Ohio
$2.79M +$935K +36,431 +52%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.28M +$1.34M +52,081 +150%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.26M -$80.6K -3,141 -6%
CWG
7
Crown Wealth Group
North Carolina
$1.19M
BCM
8
Brookstone Capital Management
Illinois
$1.18M +$39K +1,518 +4%
SB
9
Strategic Blueprint
Georgia
$1.15M +$1.12M +43,684 New
GSIAS
10
Garden State Investment Advisory Services
New Jersey
$1.07M +$52.4K +2,042 +5%
KWM
11
Kingsview Wealth Management
Oregon
$914K -$306K -11,933 -26%
Osaic Holdings
12
Osaic Holdings
Arizona
$911K
TF
13
Trek Financial
Arizona
$842K
MFG
14
MTM Financial Group
Pennsylvania
$817K +$26.2K +1,022 +3%
TSW
15
Three Seasons Wealth
Utah
$655K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$648K +$112K +4,376 +22%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$627K +$102K +3,977 +20%
WIA
18
World Investment Advisors
California
$627K
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$606K +$1.77K +69 +0.3%
FIA
20
Foundations Investment Advisors
Arizona
$584K +$571K +22,263 New
RJA
21
Raymond James & Associates
Florida
$567K
CFCI
22
Comprehensive Financial Consultants Institutional
Indiana
$549K
LWA
23
Lineweaver Wealth Advisors
Ohio
$509K +$57.9K +2,255 +13%
KWM
24
KFG Wealth Management
Indiana
$507K
CF
25
Crosspoint Financial
California
$495K

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.