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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
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.39M -$163K -6,217 -5%
SB
2
Strategic Blueprint
Georgia
$3.18M -$35.6K -1,361 -1%
LSPW
3
Lake Street Private Wealth
Illinois
$2.02M -$78.5K -3,000 -4%
AA
4
Armis Advisers
Georgia
$1.76M +$1.75M +67,062 New
Raymond James Financial
5
Raymond James Financial
Florida
$1.45M +$1.44M +55,187 New
CF
6
Centaurus Financial
California
$1.19M -$4.26K -163 -0.4%
KWM
7
KFG Wealth Management
Indiana
$1.02M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$977K +$771K +29,460 +380%
KAS
9
Kestra Advisory Services
Texas
$946K -$111K -4,250 -11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$935K -$49.4K -1,890 -5%
GCP
11
Gill Capital Partners
Colorado
$899K +$896K +34,272 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$819K -$139K -5,302 -15%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$787K
HI
14
Harbour Investments
Wisconsin
$741K -$54.5K -2,083 -7%
BWM
15
Bernard Wealth Management
Michigan
$723K +$721K +27,553 New
HighTower Advisors
16
HighTower Advisors
Illinois
$547K
CA
17
CoreCap Advisors
Michigan
$543K -$15.6K -595 -3%
SAG
18
SageView Advisory Group
California
$540K
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$540K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$528K -$240K -9,181 -31%
BCM
21
Brookstone Capital Management
Illinois
$527K -$135K -5,146 -20%
MOS
22
MGO One Seven
Ohio
$520K
EWM
23
Executive Wealth Management
Michigan
$498K -$242K -9,237 -33%
Osaic Holdings
24
Osaic Holdings
Arizona
$497K +$6.54K +250 +1%
VFPW
25
Vantage Financial Partners (Wisconsin)
Wisconsin
$476K

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.