We are live on ! Find out more
AJAN icon

Innovator Equity Defined Protection ETF - 2 Yr to January 2028

38 hedge funds and large institutions have $19.9M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.23% less ownership

Funds ownership: 54.12%50.89% (-3.2%)

10% less funds holding

Funds holding: 4238 (-4)

17% less capital invested

Capital invested by funds: $23.8M → $19.9M (-$3.96M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

69% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 16

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.07M -$15K -543 -0.7%
LSPW
2
Lake Street Private Wealth
Illinois
$1.53M -$241K -8,710 -14%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.42M -$20.7K -750 -1%
BW
4
BIP Wealth
Georgia
$1.29M +$1.29M +46,479 New
MA
5
Mutual Advisors
Nebraska
$1.27M
KWM
6
KFG Wealth Management
Indiana
$986K -$60.6K -2,192 -6%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$672K
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$667K -$35.4K -1,280 -5%
HighTower Advisors
9
HighTower Advisors
Illinois
$656K -$968 -35 -0.1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$644K -$56K -2,023 -8%
BWM
11
Bernard Wealth Management
Michigan
$641K +$2.08K +75 +0.3%
KAS
12
Kestra Advisory Services
Texas
$606K -$288K -10,400 -32%
SAG
13
SageView Advisory Group
California
$573K
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$573K
CA
15
CoreCap Advisors
Michigan
$559K -$10K -363 -2%
BW
16
Balance Wealth
Ohio
$535K -$119K -4,303 -18%
OMC
17
Old Mission Capital
Illinois
$525K -$642K -23,212 -55%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$449K
BCM
19
Brookstone Capital Management
Illinois
$410K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$403K -$687K -24,847 -63%
MML Investors Services
21
MML Investors Services
Massachusetts
$401K
LPL Financial
22
LPL Financial
California
$337K +$44K +1,590 +15%
BFS
23
BridgePort Financial Solutions
Iowa
$289K
MAM
24
Milestone Asset Management
Pennsylvania
$286K
KWM
25
Kingsview Wealth Management
Oregon
$281K -$38.5K -1,390 -12%

AJAN Hedge Fund Activity: Q4 2025 in Review

38 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) for Q4 2025, worth a combined $19.9M — down 17% from $23.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AJAN and 4 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 5 added.

The largest buyer was BIP Wealth, opening a new position worth an estimated $1.29M. The largest seller was Strategic Blueprint, exiting entirely with an estimated $1.66M sold.

  • 38 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) as of Q4 2025, down from 42 in Q3 2025.
  • Funds reported $19.9M of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 stock for Q4 2025, down 17% quarter-over-quarter.
  • 4 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2028 positions in Q4 2025 and 8 closed out, a net change of -4 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 buyer in Q4 2025 was BIP Wealth, an estimated $1.29M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2028 seller in Q4 2025 was Strategic Blueprint, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2025.