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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
RA
1
RFG Advisory
Alabama
$6.79M +$6.69M +268,418 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.42M -$77K -3,090 -2%
LSPW
3
Lake Street Private Wealth
Illinois
$2.07M +$2.04M +81,750 New
RVPG
4
Relative Value Partners Group
$2.07M +$2.04M +81,750 New
SB
5
Strategic Blueprint
Georgia
$1.29M +$1.28M +51,211 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.2M -$34.1K -1,370 -3%
CF
7
Centaurus Financial
California
$1.15M -$190K -7,607 -14%
KAS
8
Kestra Advisory Services
Texas
$1.11M +$256K +10,275 +31%
KWM
9
KFG Wealth Management
Indiana
$1.05M +$20.9K +840 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.05M -$7.5K -301 -0.7%
OMC
11
Old Mission Capital
Illinois
$968K +$426K +17,106 +81%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$962K +$476K +19,084 +101%
EWM
13
Executive Wealth Management
Michigan
$820K -$28.6K -1,149 -3%
HI
14
Harbour Investments
Wisconsin
$774K +$177K +7,111 +30%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$758K +$747K +29,990 New
KWM
16
Kingsview Wealth Management
Oregon
$745K -$871K -34,972 -54%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$712K +$85.6K +3,434 +14%
BCM
18
Brookstone Capital Management
Illinois
$608K -$7.1K -285 -1%
CA
19
CoreCap Advisors
Michigan
$547K -$19.2K -771 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$527K
SAG
21
SageView Advisory Group
California
$520K +$513K +20,576 New
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$520K
MOS
23
MGO One Seven
Ohio
$501K
RJFSA
24
Raymond James Financial Services Advisors
Florida
$500K +$493K +19,768 New
VFPW
25
Vantage Financial Partners (Wisconsin)
Wisconsin
$459K +$47.5K +1,908 +12%

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.