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Innovator Equity Defined Protection ETF - 2 Yr to January 2028

42 hedge funds and large institutions have $23.8M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4342 (-1)

4.48% less ownership

Funds ownership: 58.6%54.12% (-4.5%)

15% less capital invested

Capital invested by funds: $28.1M → $23.8M (-$4.26M)

86% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 21

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.06M -$1.59M -58,373 -44%
LSPW
2
Lake Street Private Wealth
Illinois
$1.75M -$120K -4,400 -6%
SB
3
Strategic Blueprint
Georgia
$1.66M -$2.21M -81,039 -57%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.42M -$104K -3,815 -7%
MA
5
Mutual Advisors
Nebraska
$1.25M +$1.24M +45,424 New
OMC
6
Old Mission Capital
Illinois
$1.16M -$194K -7,121 -14%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.08M +$615K +22,551 +134%
KWM
8
KFG Wealth Management
Indiana
$1.03M -$26.7K -980 -3%
KAS
9
Kestra Advisory Services
Texas
$885K -$87K -3,190 -9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$694K -$279K -10,230 -29%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$692K -$38.8K -1,424 -5%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$664K -$77.6K -2,843 -11%
HighTower Advisors
13
HighTower Advisors
Illinois
$649K +$71.4K +2,618 +12%
BW
14
Balance Wealth
Ohio
$646K -$34.9K -1,278 -5%
BWM
15
Bernard Wealth Management
Michigan
$631K -$30K -1,100 -5%
SAG
16
SageView Advisory Group
California
$566K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$565K
CA
18
CoreCap Advisors
Michigan
$562K -$5.65K -207 -1%
MOS
19
MGO One Seven
Ohio
$545K -$55 -2 -0%
VFPW
20
Vantage Financial Partners (Wisconsin)
Wisconsin
$499K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$443K -$31.7K -1,161 -7%
BCM
22
Brookstone Capital Management
Illinois
$405K -$66K -2,421 -14%
MML Investors Services
23
MML Investors Services
Massachusetts
$396K
HI
24
Harbour Investments
Wisconsin
$378K -$108K -3,945 -22%
KWM
25
Kingsview Wealth Management
Oregon
$315K

AJAN Hedge Fund Activity: Q3 2025 in Review

42 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) for Q3 2025, worth a combined $23.8M — down 15% from $28.1M a quarter earlier.

Fund positioning in AJAN was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 21 trimmed.

The largest buyer was Mutual Advisors, opening a new position worth an estimated $1.24M. The largest seller was Strategic Blueprint, cutting an estimated $2.21M.

  • 42 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) as of Q3 2025, down from 43 in Q2 2025.
  • Funds reported $23.8M of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 stock for Q3 2025, down 15% quarter-over-quarter.
  • 5 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2028 positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 buyer in Q3 2025 was Mutual Advisors, an estimated $1.24M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 seller in Q3 2025 was Strategic Blueprint, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2025.