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AJUL

Innovator Equity Defined Protection ETF - 2 Yr to July 2028
AJUL

44 hedge funds and large institutions have $26.4M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 42 → 44 (+2)

4.24% less ownership

Funds ownership: 45.34% → 41.1% (-4.2%)

15% less capital invested

Capital invested by funds: $31M → $26.4M (-$4.53M)

88% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 17

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
2
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$329K
2
CWG
Cornerstone Wealth Group
North Carolina
+$253K
3
CF
Centaurus Financial
California
+$117K
4
JP Morgan Chase
JP Morgan Chase
New York
+$30.5K
5
Bank of America
Bank of America
North Carolina
+$28.3K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$2.52M
2
HBS
Howard Bailey Securities
Indiana
-$1.09M
3
CAG
Csenge Advisory Group
Florida
-$870K
4
FIA
Foundations Investment Advisors
Arizona
-$316K
5
GM
GeoWealth Management
Illinois
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$6.2M -$233K -8,243 -4%
Raymond James Financial
2
Raymond James Financial
Florida
$3.57M -$63.4K -2,244 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.89M -$28.3K -1,000 -1%
KAS
4
Kestra Advisory Services
Texas
$1.63M -$2.29K -81 -0.1%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$1.14M – – –
BCM
6
Brookstone Capital Management
Illinois
$862K -$27.3K -965 -3%
FWIA
7
Fort Washington Investment Advisors
Ohio
$844K – – –
AWM
8
AE Wealth Management
Kansas
$791K -$2.52M -89,039 -76%
MFG
9
MTM Financial Group
Pennsylvania
$720K -$22.1K -783 -3%
SPWG
10
Syntegra Private Wealth Group
Missouri
$583K – – –
MW
11
Maia Wealth
Colorado
$554K -$79.2K -2,801 -13%
BTWM
12
Brass Tax Wealth Management
Ohio
$531K – – –
TF
13
Trek Financial
Arizona
$490K -$21K -744 -4%
FIA
14
Foundations Investment Advisors
Arizona
$439K -$316K -11,171 -42%
BAM
15
Belpointe Asset Management
Nevada
$396K -$19.8K -699 -5%
VFPW
16
Vantage Financial Partners (Wisconsin)
Wisconsin
$385K – – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$374K +$5.06K +179 +1%
BIM
18
Bullseye Investment Management
Ohio
$364K – – –
OMC
19
Old Mission Capital
Illinois
$334K +$329K +11,654 New
KWM
20
KFG Wealth Management
Indiana
$327K – – –
CWS
21
Cypress Wealth Services
California
$325K – – –
TSW
22
Three Seasons Wealth
Utah
$301K – – –
WIA
23
World Investment Advisors
California
$295K -$4.01K -142 -1%
TWM
24
Tradition Wealth Management
Minnesota
$259K -$21.5K -760 -8%
CWG
25
Cornerstone Wealth Group
North Carolina
$256K +$253K +8,960 New
1
2

AJUL Hedge Fund Activity: Q3 2025 in Review

44 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) for Q3 2025, worth a combined $26.4M — down 15% from $31M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AJUL positions and 6 closed out — a net gain of 2 holders — while 2 added to existing stakes and 17 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $329K. The largest seller was AE Wealth Management, cutting an estimated $2.52M.

  • 44 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) as of Q3 2025, up from 42 in Q2 2025.
  • Funds reported $26.4M of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 stock for Q3 2025, down 15% quarter-over-quarter.
  • 8 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2028 positions in Q3 2025 and 6 closed out, a net change of +2 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2028 buyer in Q3 2025 was Old Mission Capital, an estimated $329K added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2028 seller in Q3 2025 was AE Wealth Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2025.