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Innovator Equity Defined Protection ETF - 2 Yr to January 2028

42 hedge funds and large institutions have $23.8M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4342 (-1)

4.48% less ownership

Funds ownership: 58.6%54.12% (-4.5%)

15% less capital invested

Capital invested by funds: $28.1M → $23.8M (-$4.26M)

86% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 21

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$289K +$286K +10,497 New
BFS
27
BridgePort Financial Solutions
Iowa
$286K +$283K +10,390 New
MAM
28
Milestone Asset Management
Pennsylvania
$283K
BFA
29
Beacon Financial Advisory
Ohio
$242K
Raymond James Financial
30
Raymond James Financial
Florida
$227K -$89K -3,263 -28%
TSW
31
Three Seasons Wealth
Utah
$223K
UBS Group
32
UBS Group
Switzerland
$218K +$104K +3,794 +92%
PCA
33
Prosperity Capital Advisors
Ohio
$216K
GS
34
GTS Securities
New York
$203K +$201K +7,382 New
JP Morgan Chase
35
JP Morgan Chase
New York
$159K +$157K +5,766 New
Barclays
36
Barclays
United Kingdom
$148K -$2.51K -92 -2%
AWM
37
AE Wealth Management
Kansas
$125K
FFA
38
Farther Finance Advisors
California
$88.9K -$22.5K -825 -20%
SS
39
Sunbelt Securities
Texas
$71.8K -$54.6K -2,000 -43%
PS
40
Principal Securities
Iowa
$57K
IA
41
IFP Advisors
Florida
$30K
AF
42
Advisornet Financial
Minnesota
$2.75K
AA
43
Armis Advisers
Georgia
-$1.09M -40,288 Closed
SFA
44
Sequoia Financial Advisors
Ohio
-$215K -7,960 Closed
Goldman Sachs
45
Goldman Sachs
New York
-$204K -7,570 Closed
CF
46
Centaurus Financial
California
-$145K -5,382 Closed
AWM
47
Atticus Wealth Management
Florida
-$54.9K -2,034 Closed

AJAN Hedge Fund Activity: Q3 2025 in Review

42 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) for Q3 2025, worth a combined $23.8M — down 15% from $28.1M a quarter earlier.

Fund positioning in AJAN was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 21 trimmed.

The largest buyer was Mutual Advisors, opening a new position worth an estimated $1.24M. The largest seller was Strategic Blueprint, cutting an estimated $2.21M.

  • 42 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) as of Q3 2025, down from 43 in Q2 2025.
  • Funds reported $23.8M of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 stock for Q3 2025, down 15% quarter-over-quarter.
  • 5 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2028 positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 buyer in Q3 2025 was Mutual Advisors, an estimated $1.24M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 seller in Q3 2025 was Strategic Blueprint, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2025.