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Innovator Equity Defined Protection ETF 2 Yr to January 2026
AJAN

Overview Fund Activity

45 hedge funds and large institutions have $35.1M invested in Innovator Equity Defined Protection ETF 2 Yr to January 2026 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
Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.65%
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
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$6.79M
2
RVPG
2
Relative Value Partners Group
$2.07M
3
LSPW
3
Lake Street Private Wealth
Illinois
$2.07M
4
SB
4
Strategic Blueprint
Georgia
$1.29M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$758K

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$745K
2
PCA
2
Prosperity Capital Advisors
Ohio
$0
3
Jane Street
3
Jane Street
New York
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$449K -$176K -6,973 -28%
OLVIG
27
Oliver Lagore Vanvalin Investment Group
Michigan
$439K +$121K +4,777 +38%
BW
28
Bison Wealth
Georgia
$311K – – –
MA
29
Mutual Advisors
Nebraska
$297K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$294K +$179K +7,097 +157%
MAM
31
Milestone Asset Management
Pennsylvania
$265K – – –
CPIG
32
Chicago Partners Investment Group
Illinois
$235K – – –
BFA
33
Beacon Financial Advisory
Ohio
$222K – – –
SA
34
SpiderRock Advisors
Delaware
$215K +$215K +8,492 New
JWBC
35
John W. Brooker & Co
California
$206K – – –
TSW
36
Three Seasons Wealth
Utah
$205K -$31.1K -1,230 -13%
WIA
37
World Investment Advisors
California
$201K +$201K +7,961 New
SFA
38
Sequoia Financial Advisors
Ohio
$201K +$201K +7,960 New
PS
39
Principal Securities
Iowa
$121K +$48.5K +1,917 +67%
TWP
40
Triad Wealth Partners
Kansas
$96K +$96K +3,796 New
UBS Group
41
UBS Group
Switzerland
$62.8K +$62.8K +2,486 New
AWM
42
Atticus Wealth Management
Florida
$51.4K – – –
SS
43
Sunbelt Securities
Texas
$50.6K – – –
CFGS
44
Concourse Financial Group Securities
Alabama
$24.1K – – –
AF
45
Advisornet Financial
Minnesota
$2.53K +$2.53K +100 New
PCA
46
Prosperity Capital Advisors
Ohio
– -$804K -32,283 Closed
Jane Street
47
Jane Street
New York
– -$669K -26,880 Closed
LNC
48
Lincoln National Corp
Pennsylvania
– -$289K -11,615 Closed
Citadel Advisors
49
Citadel Advisors
Florida
– -$205K -8,245 Closed
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