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AOCT

Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT

37 hedge funds and large institutions have $38.9M invested in Innovator Equity Defined Protection ETF - 2 Yr to October 2026 in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

16% more funds holding

Funds holding: 32 → 37 (+5)

1.52% more ownership

Funds ownership: 54.5% → 56.02% (+1.5%)

0% more capital invested

Capital invested by funds: $38.7M → $38.9M (+$170K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
5
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$1.08M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$422K
3
LC
Legacy CG
Texas
+$377K
4
CIA
Concurrent Investment Advisors
Florida
+$331K
5
Barclays
Barclays
United Kingdom
+$194K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$1.2M
2
AF
Allworth Financial
California
-$473K
3
CPP
Capasso Planning Partners
South Carolina
-$167K
4
BCM
Brookstone Capital Management
Illinois
-$144K
5
HI
Harbour Investments
Wisconsin
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$193K +$194K +7,308 New
SPIA
27
Steward Partners Investment Advisory
New York
$182K -$6.97K -262 -4%
Osaic Holdings
28
Osaic Holdings
Arizona
$97.9K +$85.2K +3,200 +640%
CA
29
CoreCap Advisors
Michigan
$97.2K – – –
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$82.3K – – –
DJSG
31
D.J. St. Germain
Massachusetts
$52.3K – – –
UBS Group
32
UBS Group
Switzerland
$49.2K -$47.2K -1,773 -49%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$38.7K +$38.9K +1,462 New
ASN
34
Advisory Services Network
Georgia
$26.7K +$26.9K +1,011 New
IA
35
IFP Advisors
Florida
$15.9K -$16K -600 -50%
TWM
36
TopTier Wealth Management
Wisconsin
$10.7K +$10.8K +404 New
Morgan Stanley
37
Morgan Stanley
New York
$4.66K – – –
HI
38
Harbour Investments
Wisconsin
– -$143K -5,476 Closed
1
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