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Innovator Equity Defined Protection ETF - 2 Yr to January 2028

46 hedge funds and large institutions have $35.4M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

50% more capital invested

Capital invested by funds: $23.6M → $35.4M (+$11.7M)

15.47% more ownership

Funds ownership: 29.23%44.7% (+15%)

15% more funds holding

Funds holding: 4046 (+6)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
10
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$449K -$174K -6,973 -28%
OLVIG
27
Oliver Lagore Vanvalin Investment Group
Michigan
$439K +$119K +4,777 +38%
BW
28
Bison Wealth
Georgia
$311K
IFG
29
Independent Financial Group
California
$309K
MA
30
Mutual Advisors
Nebraska
$297K
Osaic Holdings
31
Osaic Holdings
Arizona
$294K +$177K +7,097 +157%
MAM
32
Milestone Asset Management
Pennsylvania
$265K
CPIG
33
Chicago Partners Investment Group
Illinois
$235K
BFA
34
Beacon Financial Advisory
Ohio
$222K
SA
35
SpiderRock Advisors
Delaware
$215K +$212K +8,492 New
JWBC
36
John W. Brooker & Co
California
$206K
TSW
37
Three Seasons Wealth
Utah
$205K -$30.6K -1,230 -13%
WIA
38
World Investment Advisors
California
$201K +$198K +7,961 New
SFA
39
Sequoia Financial Advisors
Ohio
$201K +$198K +7,960 New
PS
40
Principal Securities
Iowa
$121K +$47.8K +1,917 +67%
TWP
41
Triad Wealth Partners
Kansas
$96K +$94.6K +3,796 New
UBS Group
42
UBS Group
Switzerland
$62.8K +$61.9K +2,486 New
AWM
43
Atticus Wealth Management
Florida
$51.4K
SS
44
Sunbelt Securities
Texas
$50.6K
CFGS
45
Concourse Financial Group Securities
Alabama
$24.1K
AF
46
Advisornet Financial
Minnesota
$2.53K +$2.49K +100 New
PCA
47
Prosperity Capital Advisors
Ohio
-$804K -32,283 Closed
Jane Street
48
Jane Street
New York
-$669K -26,880 Closed
LNC
49
Lincoln National Corp
Pennsylvania
-$289K -11,615 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$205K -8,245 Closed

AJAN Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) for Q2 2024, worth a combined $35.4M — up 50% from $23.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AJAN positions and 4 closed out — a net gain of 9 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $6.69M. The largest seller was Kingsview Wealth Management, cutting an estimated $871K.

  • 46 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) as of Q2 2024, up from 40 in Q1 2024.
  • Funds reported $35.4M of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 stock for Q2 2024, up 50% quarter-over-quarter.
  • 13 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2028 positions in Q2 2024 and 4 closed out, a net change of +9 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 buyer in Q2 2024 was RFG Advisory, an estimated $6.69M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 seller in Q2 2024 was Kingsview Wealth Management, an estimated $871K sold.

Based on aggregated 13F filings for Q2 2024.