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Innovator Equity Defined Protection ETF - 2 Yr to January 2028

46 hedge funds and large institutions have $29.1M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2.75% more ownership

Funds ownership: 44.7%47.45% (+2.8%)

0% more funds holding

Funds holding: 4646 (0)

18% less capital invested

Capital invested by funds: $35.4M → $29.1M (-$6.28M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.53M -$1K -39 -0%
SB
2
Strategic Blueprint
Georgia
$3.19M +$1.83M +71,157 +139%
LSPW
3
Lake Street Private Wealth
Illinois
$2.09M -$42.1K -1,640 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.47M +$937K +36,507 +185%
CF
5
Centaurus Financial
California
$1.19M +$3.52K +137 +0.3%
KAS
6
Kestra Advisory Services
Texas
$1.05M -$91.6K -3,570 -8%
KWM
7
KFG Wealth Management
Indiana
$1.02M -$68.8K -2,681 -6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$979K -$13.3K -520 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$953K -$129K -5,023 -12%
HI
10
Harbour Investments
Wisconsin
$791K -$6.88K -268 -0.9%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$782K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$764K +$28.9K +1,127 +4%
EWM
13
Executive Wealth Management
Michigan
$736K -$108K -4,209 -13%
KWM
14
Kingsview Wealth Management
Oregon
$706K -$62.1K -2,420 -8%
BCM
15
Brookstone Capital Management
Illinois
$658K +$35.8K +1,396 +6%
Jane Street
16
Jane Street
New York
$558K +$549K +21,406 New
CA
17
CoreCap Advisors
Michigan
$556K -$9.34K -364 -2%
HighTower Advisors
18
HighTower Advisors
Illinois
$543K
SAG
19
SageView Advisory Group
California
$537K
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$536K
RA
21
RFG Advisory
Alabama
$517K -$6.38M -248,602 -93%
MOS
22
MGO One Seven
Ohio
$517K
Osaic Holdings
23
Osaic Holdings
Arizona
$487K +$181K +7,070 +61%
VFPW
24
Vantage Financial Partners (Wisconsin)
Wisconsin
$473K
MML Investors Services
25
MML Investors Services
Massachusetts
$464K

AJAN Hedge Fund Activity: Q3 2024 in Review

46 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) for Q3 2024, worth a combined $29.1M — down 18% from $35.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AJAN positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Strategic Blueprint, adding an estimated $1.83M. The largest seller was RFG Advisory, cutting an estimated $6.38M.

  • 46 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $29.1M of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 stock for Q3 2024, down 18% quarter-over-quarter.
  • 4 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2028 positions in Q3 2024 and 3 closed out, a net change of +1 holder.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 buyer in Q3 2024 was Strategic Blueprint, an estimated $1.83M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 seller in Q3 2024 was RFG Advisory, an estimated $6.38M sold.

Based on aggregated 13F filings for Q3 2024.