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AJUL

Innovator Equity Defined Protection ETF - 2 Yr to July 2028

47 hedge funds and large institutions have $32.5M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

24% more funds holding

Funds holding: 3847 (+9)

18% more capital invested

Capital invested by funds: $27.6M → $32.5M (+$4.86M)

4.94% more ownership

Funds ownership: 41.39%46.33% (+4.9%)

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
Bullseye Investment Management
Ohio
$340K +$119K +4,417 +54%
LIS
27
Legacy Investment Solutions
Idaho
$329K
LWMI
28
Legacy Wealth Management (Idaho)
Idaho
$329K
VWA
29
Visionary Wealth Advisors
Illinois
$312K
KWM
30
KFG Wealth Management
Indiana
$308K +$308K +11,417 New
TSW
31
Three Seasons Wealth
Utah
$284K
WIA
32
World Investment Advisors
California
$282K
CFCI
33
Comprehensive Financial Consultants Institutional
Indiana
$254K -$17.6K -652 -6%
AWM
34
Able Wealth Management
New Jersey
$210K
Citadel Advisors
35
Citadel Advisors
Florida
$210K +$209K +7,760 New
CA
36
Continuum Advisory
Idaho
$139K
CA
37
CoreCap Advisors
Michigan
$133K +$133K +4,927 New
Barclays
38
Barclays
United Kingdom
$122K +$122K +4,535 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$121K -$1.7K -63 -1%
AWM
40
AE Wealth Management
Kansas
$101K +$101K +3,750 New
HIA
41
Harbor Investment Advisory
Maryland
$57.5K +$57.4K +2,128 New
SPIA
42
Steward Partners Investment Advisory
New York
$51.8K
PS
43
Principal Securities
Iowa
$47.3K -$47.2K -1,750 -50%
SWM
44
Spire Wealth Management
Virginia
$26K +$25.9K +962 New
Osaic Holdings
45
Osaic Holdings
Arizona
$24.3K +$24.3K +900 New
CFGS
46
Concourse Financial Group Securities
Alabama
$22.9K +$2.99K +111 +15%
HI
47
Harbour Investments
Wisconsin
$2.19K
PCA
48
Prosperity Capital Advisors
Ohio
-$2.21M -82,014 Closed
DAS
49
Dynamic Advisor Solutions
Arizona
-$293K -10,885 Closed
JP Morgan Chase
50
JP Morgan Chase
New York
-$4.47K -166 Closed

AJUL Hedge Fund Activity: Q4 2024 in Review

47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) for Q4 2024, worth a combined $32.5M — up 18% from $27.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AJUL positions and 3 closed out — a net gain of 9 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $644K. The largest seller was Prosperity Capital Advisors, exiting entirely with an estimated $2.21M sold.

  • 47 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $32.5M of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 stock for Q4 2024, up 18% quarter-over-quarter.
  • 12 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2028 positions in Q4 2024 and 3 closed out, a net change of +9 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2028 buyer in Q4 2024 was Old Mission Capital, an estimated $644K added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2028 seller in Q4 2024 was Prosperity Capital Advisors, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2024.