Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
32 hedge funds and large institutions have $91.7M invested in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
99.23% more ownership
Funds ownership: 0% → 99.23% (+99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$19.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.1M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.58M |
| 4 |
PI
Pachira Investments
Dana Point,
California
|
+$5.23M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$2.62M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
AE Wealth Management
Topeka,
Kansas
| $130K | +$129K | +5,101 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $102K | +$102K | +4,000 | New |
|
|
BA
28
Bellwether Advisors
Lincoln,
Nebraska
| $60.5K | +$60.3K | +2,375 | New |
|
|
CA
29
Continuum Advisory
Eagle,
Idaho
| $31K | +$30.9K | +1,219 | New |
|
|
PS
30
Principal Securities
Des Moines,
Iowa
| $29.9K | +$29.8K | +1,175 | New |
|
31
UBS Group
Zurich,
Switzerland
| $280 | +$279 | +11 | New |
|
|
DFA
32
DHJJ Financial Advisors
Naperville,
Illinois
| $102 | +$102 | +4 | New |
|
APOC Hedge Fund Activity: Q4 2024 in Review
32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) for Q4 2024, worth a combined $91.7M.
Buyers outnumbered sellers: 32 funds opened new APOC positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $19.1M.
- 32 institutional investors held Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) as of Q4 2024, up from 0 in Q3 2024.
- Funds reported $91.7M of Innovator Equity Defined Protection ETF - 6mo Apr/Oct stock for Q4 2024.
- 32 funds opened new Innovator Equity Defined Protection ETF - 6mo Apr/Oct positions in Q4 2024 and 0 closed out, a net change of +32 holders.
- The largest Innovator Equity Defined Protection ETF - 6mo Apr/Oct buyer in Q4 2024 was Soltis Investment Advisors, an estimated $19.1M added.
Based on aggregated 13F filings for Q4 2024.