We are live on ! Find out more
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
HighTower Advisors
1
HighTower Advisors
Illinois
$6.02M -$224K -8,281 -4%
Raymond James Financial
2
Raymond James Financial
Florida
$3.22M +$234K +8,638 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.71M +$75.6K +2,793 +5%
KAS
4
Kestra Advisory Services
Texas
$1.53M -$20.1K -742 -1%
NWMP
5
Noble Wealth Management PBC
Colorado
$1.32M -$62.2K -2,296 -4%
BCM
6
Brookstone Capital Management
Illinois
$1.14M +$32.4K +1,198 +3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$199K +7,337 +23%
FWIA
8
Fort Washington Investment Advisors
Ohio
$789K
OMC
9
Old Mission Capital
Illinois
$760K +$122K +4,517 +19%
MFG
10
MTM Financial Group
Pennsylvania
$694K +$948 +35 +0.1%
Goldman Sachs
11
Goldman Sachs
New York
$649K +$208K +7,684 +46%
MW
12
Maia Wealth
Colorado
$619K -$13.3K -493 -2%
TF
13
Trek Financial
Arizona
$545K -$141K -5,212 -20%
SPWG
14
Syntegra Private Wealth Group
Missouri
$544K +$36.1K +1,335 +7%
BTWM
15
Brass Tax Wealth Management
Ohio
$496K
CWS
16
Cypress Wealth Services
California
$405K
BIM
17
Bullseye Investment Management
Ohio
$364K +$27.5K +1,017 +8%
VFPW
18
Vantage Financial Partners (Wisconsin)
Wisconsin
$360K
FIA
19
Foundations Investment Advisors
Arizona
$339K -$64.4K -2,377 -16%
TWM
20
Tradition Wealth Management
Minnesota
$332K -$50.4K -1,862 -13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$320K -$21.7K -800 -6%
VWA
22
Visionary Wealth Advisors
Illinois
$309K
KWM
23
KFG Wealth Management
Indiana
$305K
AC
24
Applied Capital
Arkansas
$295K -$45.2K -1,668 -13%
TSW
25
Three Seasons Wealth
Utah
$281K

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.