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Innovator Equity Defined Protection ETF - 2 Yr to January 2028

42 hedge funds and large institutions have $26.5M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.72% less ownership

Funds ownership: 53.88%52.16% (-1.7%)

13% less funds holding

Funds holding: 4842 (-6)

14% less capital invested

Capital invested by funds: $30.8M → $26.5M (-$4.35M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

83% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 18

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.52M +$126K +4,777 +4%
SB
2
Strategic Blueprint
Georgia
$3.03M -$153K -5,807 -5%
LSPW
3
Lake Street Private Wealth
Illinois
$1.96M -$66K -2,500 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.66M +$1.16M +44,109 +233%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.23M +$251K +9,511 +26%
KWM
6
KFG Wealth Management
Indiana
$1.01M -$11.7K -444 -1%
AA
7
Armis Advisers
Georgia
$996K -$770K -29,186 -44%
KAS
8
Kestra Advisory Services
Texas
$944K -$5.01K -190 -0.5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$937K
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$794K -$27K -1,022 -3%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$710K -$79.4K -3,010 -10%
HI
12
Harbour Investments
Wisconsin
$704K -$39.3K -1,490 -5%
BW
13
Balance Wealth
Ohio
$691K +$693K +26,274 New
BWM
14
Bernard Wealth Management
Michigan
$691K -$34K -1,289 -5%
HighTower Advisors
15
HighTower Advisors
Illinois
$548K
CA
16
CoreCap Advisors
Michigan
$544K
SAG
17
SageView Advisory Group
California
$541K
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$541K
MOS
19
MGO One Seven
Ohio
$521K
VFPW
20
Vantage Financial Partners (Wisconsin)
Wisconsin
$477K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$463K -$66.1K -2,506 -12%
BCM
22
Brookstone Capital Management
Illinois
$451K -$77.2K -2,925 -15%
Raymond James Financial
23
Raymond James Financial
Florida
$424K -$1.03M -39,083 -71%
MML Investors Services
24
MML Investors Services
Massachusetts
$379K -$65.4K -2,480 -15%
KWM
25
Kingsview Wealth Management
Oregon
$302K -$99K -3,751 -25%

AJAN Hedge Fund Activity: Q1 2025 in Review

42 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) for Q1 2025, worth a combined $26.5M — down 14% from $30.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AJAN and 3 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 3 added.

The largest buyer was Osaic Holdings, adding an estimated $1.16M. The largest seller was Raymond James Financial, cutting an estimated $1.03M.

  • 42 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) as of Q1 2025, down from 48 in Q4 2024.
  • Funds reported $26.5M of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 stock for Q1 2025, down 14% quarter-over-quarter.
  • 3 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2028 positions in Q1 2025 and 7 closed out, a net change of -4 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 buyer in Q1 2025 was Osaic Holdings, an estimated $1.16M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 seller in Q1 2025 was Raymond James Financial, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2025.