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Innovator Equity Defined Protection ETF - 2 Yr to January 2028

48 hedge funds and large institutions have $30.8M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

6.43% more ownership

Funds ownership: 47.45%53.88% (+6.4%)

6% more capital invested

Capital invested by funds: $29.1M → $30.8M (+$1.74M)

4% more funds holding

Funds holding: 4648 (+2)

83% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 18

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$443K -$23.2K -888 -5%
OLVIG
27
Oliver Lagore Vanvalin Investment Group
Michigan
$435K +$14K +535 +3%
RA
28
RFG Advisory
Alabama
$404K -$115K -4,415 -22%
KWM
29
Kingsview Wealth Management
Oregon
$400K -$309K -11,816 -44%
IFG
30
Independent Financial Group
California
$320K
Jane Street
31
Jane Street
New York
$285K -$275K -10,530 -49%
MAM
32
Milestone Asset Management
Pennsylvania
$270K -$5.7K -218 -2%
CPIG
33
Chicago Partners Investment Group
Illinois
$243K
BFA
34
Beacon Financial Advisory
Ohio
$231K
JWBC
35
John W. Brooker & Co
California
$214K
TSW
36
Three Seasons Wealth
Utah
$213K
WIA
37
World Investment Advisors
California
$209K
SFA
38
Sequoia Financial Advisors
Ohio
$209K
PCA
39
Prosperity Capital Advisors
Ohio
$206K
AWM
40
AE Wealth Management
Kansas
$151K +$151K +5,763 New
Barclays
41
Barclays
United Kingdom
$147K +$147K +5,620 New
SS
42
Sunbelt Securities
Texas
$121K
FFA
43
Farther Finance Advisors
California
$118K +$118K +4,496 New
PS
44
Principal Securities
Iowa
$56K -$64.9K -2,483 -54%
AWM
45
Atticus Wealth Management
Florida
$53.4K
CFGS
46
Concourse Financial Group Securities
Alabama
$25.3K
IA
47
IFP Advisors
Florida
$18.4K
AF
48
Advisornet Financial
Minnesota
$2.63K
OMC
49
Old Mission Capital
Illinois
-$397K -15,229 Closed
MA
50
Mutual Advisors
Nebraska
-$304K -11,676 Closed

AJAN Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) for Q4 2024, worth a combined $30.8M — up 6% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AJAN positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 18 trimmed.

The largest buyer was Gill Capital Partners, opening a new position worth an estimated $896K. The largest seller was Old Mission Capital, exiting entirely with an estimated $397K sold.

  • 48 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) as of Q4 2024, up from 46 in Q3 2024.
  • Funds reported $30.8M of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 stock for Q4 2024, up 6% quarter-over-quarter.
  • 7 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2028 positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 buyer in Q4 2024 was Gill Capital Partners, an estimated $896K added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 seller in Q4 2024 was Old Mission Capital, an estimated $397K sold.

Based on aggregated 13F filings for Q4 2024.