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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
HighTower Advisors
1
HighTower Advisors
Illinois
$6.3M
RA
2
RFG Advisory
Alabama
$3.83M -$3.56K -132 -0.1%
Raymond James Financial
3
Raymond James Financial
Florida
$3.02M +$3.01M +111,773 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.65M -$27K -1,000 -2%
KAS
5
Kestra Advisory Services
Texas
$1.56M
NWMP
6
Noble Wealth Management PBC
Colorado
$1.4M +$1.39M +51,678 New
BCM
7
Brookstone Capital Management
Illinois
$1.12M -$220K -8,161 -16%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$877K +$93K +3,450 +12%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$852K +$333K +12,358 +64%
FWIA
10
Fort Washington Investment Advisors
Ohio
$797K
MFG
11
MTM Financial Group
Pennsylvania
$700K +$42.6K +1,579 +6%
TF
12
Trek Financial
Arizona
$691K +$12K +445 +2%
MW
13
Maia Wealth
Colorado
$647K -$72.2K -2,677 -10%
OMC
14
Old Mission Capital
Illinois
$645K +$644K +23,887 New
Jane Street
15
Jane Street
New York
$633K +$227K +8,435 +56%
SPWG
16
Syntegra Private Wealth Group
Missouri
$514K +$50.5K +1,872 +11%
BTWM
17
Brass Tax Wealth Management
Ohio
$501K
Goldman Sachs
18
Goldman Sachs
New York
$448K +$240K +8,890 +116%
CWS
19
Cypress Wealth Services
California
$409K
FIA
20
Foundations Investment Advisors
Arizona
$407K +$146K +5,420 +56%
TWM
21
Tradition Wealth Management
Minnesota
$385K
VFPW
22
Vantage Financial Partners (Wisconsin)
Wisconsin
$364K
SFO
23
Stenger Family Office
Illinois
$354K +$400K +14,845 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$345K
AC
25
Applied Capital
Arkansas
$343K

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.