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AJUL

Innovator Equity Defined Protection ETF - 2 Yr to July 2028

46 hedge funds and large institutions have $28.2M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

7% more capital invested

Capital invested by funds: $26.4M → $28.2M (+$1.77M)

5.11% more ownership

Funds ownership: 41.1%46.21% (+5.1%)

5% more funds holding

Funds holding: 4446 (+2)

67% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 15

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$241K -$21.8K -758 -8%
AWM
27
Able Wealth Management
New Jersey
$226K
CFCI
28
Comprehensive Financial Consultants Institutional
Indiana
$214K
Barclays
29
Barclays
United Kingdom
$150K -$1.21K -42 -0.8%
CA
30
CoreCap Advisors
Michigan
$143K
CF
31
Centaurus Financial
California
$120K -$173 -6 -0.1%
Osaic Holdings
32
Osaic Holdings
Arizona
$98.8K
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$91K
HIA
34
Harbor Investment Advisory
Maryland
$61.9K
SAG
35
SageView Advisory Group
California
$56K +$55.4K +1,926 New
HI
36
Harbour Investments
Wisconsin
$36K
SPIA
37
Steward Partners Investment Advisory
New York
$33.4K +$11K +383 +50%
Bank of America
38
Bank of America
North Carolina
$32K +$2.88K +100 +10%
KFAS
39
Keating Financial Advisory Services
Kansas
$29.1K +$28.8K +1,000 New
JP Morgan Chase
40
JP Morgan Chase
New York
$28.5K -$2.88K -100 -9%
SWM
41
Spire Wealth Management
Virginia
$28K
IA
42
IFP Advisors
Florida
$20.5K +$288 +10 +1%
UBS Group
43
UBS Group
Switzerland
$16.7K +$16.6K +575 New
NWMP
44
Noble Wealth Management PBC
Colorado
$14K
SS
45
Sunbelt Securities
Texas
$5.23K
Morgan Stanley
46
Morgan Stanley
New York
$4.74K
PS
47
Principal Securities
Iowa
-$50.1K -1,750 Closed

AJUL Hedge Fund Activity: Q4 2025 in Review

46 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) for Q4 2025, worth a combined $28.2M — up 6.7% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AJUL positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.2M. The largest seller was Brookstone Capital Management, cutting an estimated $179K.

  • 46 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) as of Q4 2025, up from 44 in Q3 2025.
  • Funds reported $28.2M of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 stock for Q4 2025, up 6.7% quarter-over-quarter.
  • 5 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2028 positions in Q4 2025 and 1 closed out, a net change of +4 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2028 buyer in Q4 2025 was Susquehanna International Group, an estimated $1.2M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2028 seller in Q4 2025 was Brookstone Capital Management, an estimated $179K sold.

Based on aggregated 13F filings for Q4 2025.