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AJUL

Innovator Equity Defined Protection ETF - 2 Yr to July 2028

42 hedge funds and large institutions have $26.4M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

3.98% less ownership

Funds ownership: 46.33%42.35% (-4%)

11% less funds holding

Funds holding: 4742 (-5)

19% less capital invested

Capital invested by funds: $32.5M → $26.4M (-$6.12M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
26
World Investment Advisors
California
$279K
CFCI
27
Comprehensive Financial Consultants Institutional
Indiana
$251K
AWM
28
Able Wealth Management
New Jersey
$208K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$207K -$644K -23,799 -75%
Barclays
30
Barclays
United Kingdom
$144K +$23.5K +867 +19%
CA
31
Continuum Advisory
Idaho
$138K
CA
32
CoreCap Advisors
Michigan
$132K
Osaic Holdings
33
Osaic Holdings
Arizona
$123K +$99.9K +3,690 +410%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$120K
AWM
35
AE Wealth Management
Kansas
$100K
LWMI
36
Legacy Wealth Management (Idaho)
Idaho
$77.5K -$248K -9,176 -76%
HIA
37
Harbor Investment Advisory
Maryland
$56.9K
SPIA
38
Steward Partners Investment Advisory
New York
$51.2K
PS
39
Principal Securities
Iowa
$47.3K
SWM
40
Spire Wealth Management
Virginia
$25.7K
UBS Group
41
UBS Group
Switzerland
$10.6K +$10.7K +395 New
HI
42
Harbour Investments
Wisconsin
$2.17K
RA
43
RFG Advisory
Alabama
-$3.83M -141,719 Closed
Jane Street
44
Jane Street
New York
-$633K -23,423 Closed
Citadel Advisors
45
Citadel Advisors
Florida
-$210K -7,760 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
-$22.9K -841 Closed

AJUL 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 July 2028 (AJUL) for Q1 2025, worth a combined $26.4M — down 19% from $32.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of AJUL and 1 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was Raymond James Financial, adding an estimated $234K. The largest seller was RFG Advisory, exiting entirely with an estimated $3.83M sold.

  • 42 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) as of Q1 2025, down from 47 in Q4 2024.
  • Funds reported $26.4M of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 stock for Q1 2025, down 19% quarter-over-quarter.
  • 1 fund opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2028 positions in Q1 2025 and 4 closed out, a net change of -3 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2028 buyer in Q1 2025 was Raymond James Financial, an estimated $234K added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2028 seller in Q1 2025 was RFG Advisory, an estimated $3.83M sold.

Based on aggregated 13F filings for Q1 2025.