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Innovator Equity Defined Protection ETF - 2 Yr to January 2028

40 hedge funds and large institutions have $23.6M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

29.23% more ownership

Funds ownership: 0%29.23% (+29%)

Holders
40
Holders Change
+40
Holders Change %
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.45M +$3.41M +138,384 New
KWM
2
Kingsview Wealth Management
Oregon
$1.6M +$1.59M +64,439 New
CF
3
Centaurus Financial
California
$1.32M +$1.3M +52,962 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.22M +$1.2M +48,881 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.04M +$1.03M +41,841 New
KWM
6
KFG Wealth Management
Indiana
$1.02M +$1.01M +40,858 New
KAS
7
Kestra Advisory Services
Texas
$837K +$827K +33,607 New
EWM
8
Executive Wealth Management
Michigan
$834K +$826K +33,578 New
PCA
9
Prosperity Capital Advisors
Ohio
$804K +$794K +32,283 New
ICG
10
InterOcean Capital Group
Tennessee
$747K +$738K +29,990 New
CA
11
Cetera Advisors
Colorado
$696K +$688K +27,971 New
Jane Street
12
Jane Street
New York
$669K +$661K +26,880 New
MML Investors Services
13
MML Investors Services
Massachusetts
$616K +$609K +24,747 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$616K +$609K +24,730 New
BCM
15
Brookstone Capital Management
Illinois
$600K +$593K +24,109 New
HI
16
Harbour Investments
Wisconsin
$585K +$578K +23,491 New
CA
17
CoreCap Advisors
Michigan
$558K +$552K +22,427 New
OMC
18
Old Mission Capital
Illinois
$528K +$522K +21,203 New
HighTower Advisors
19
HighTower Advisors
Illinois
$521K +$513K +20,840 New
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$512K +$506K +20,559 New
MOS
21
MGO One Seven
Ohio
$493K +$487K +19,800 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$472K +$466K +18,954 New
VFPW
23
Vantage Financial Partners (Wisconsin)
Wisconsin
$404K +$400K +16,238 New
CAN
24
Cetera Advisor Networks
California
$345K +$341K +13,870 New
OLVIG
25
Oliver Lagore Vanvalin Investment Group
Michigan
$314K +$310K +12,606 New

AJAN Hedge Fund Activity: Q1 2024 in Review

40 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) for Q1 2024, worth a combined $23.6M.

Buyers outnumbered sellers: 40 funds opened new AJAN positions and 0 closed out — a net gain of 40 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $3.41M.

  • 40 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $23.6M of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 stock for Q1 2024.
  • 40 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2028 positions in Q1 2024 and 0 closed out, a net change of +40 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 buyer in Q1 2024 was Commonwealth Equity Services, an estimated $3.41M added.

Based on aggregated 13F filings for Q1 2024.