APOC

Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC

Overview Fund Activity

41 hedge funds and large institutions have $34.9M invested in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+10
Holders Change %
+32.26%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
4
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
$4.22M
2
BCM
Beck Capital Management
Texas
$1.21M
3
BCI
Brinker Capital Investments
Pennsylvania
$891K
4
OPS
Orion Portfolio Solutions
Nebraska
$891K
5
HHWM
Hiley Hunt Wealth Management
Nebraska
$806K

Top Sellers

1
SIA
Soltis Investment Advisors
Utah
$0
2
VWM
VanWeelden Wealth Management
Ohio
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.85M
5
MA
Mutual Advisors
Nebraska
$479K
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
26
HBW Advisory Services
California
$352K +$352K +14,040 New
Jane Street
27
Jane Street
New York
$253K +$253K +10,069 New
TC
28
TownSquare Capital
Utah
$243K +$243K +9,681 New
SWP
29
Sagespring Wealth Partners
Tennessee
$239K +$239K +9,535 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$230K +$230K +9,166 New
W
31
WorthPointe
California
$227K -$20K -796 -8%
HI
32
Harbour Investments
Wisconsin
$203K – – –
WW
33
Winnow Wealth
Texas
$136K +$136K +5,427 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$125K +$125K +4,989 New
IA
35
IFP Advisors
Florida
$100K – – –
BA
36
Bellwether Advisors
Nebraska
$59.6K – – –
SS
37
Sunbelt Securities
Texas
$37.6K +$37.6K +1,500 New
CA
38
Continuum Advisory
Idaho
$30.6K – – –
PS
39
Principal Securities
Iowa
$29.9K – – –
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$1.35K +$1.35K +54 New
DFA
41
DHJJ Financial Advisors
Illinois
$201 +$101 +4 +100%
SIA
42
Soltis Investment Advisors
Utah
– -$19.2M -753,533 Closed
VWM
43
VanWeelden Wealth Management
Ohio
– -$18.5M -727,865 Closed
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
– -$18.2M -714,770 Closed
KWM
45
Kingsview Wealth Management
Oregon
– -$1.92M -75,509 Closed
DAS
46
Dynamic Advisor Solutions
Arizona
– -$866K -34,002 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$737K -28,927 Closed
WIM
48
WealthPlan Investment Management
Nebraska
– -$566K -22,242 Closed
GFA
49
Gallagher Fiduciary Advisors
Illinois
– -$289K -11,338 Closed
UBS Group
50
UBS Group
Switzerland
– -$280 -11 Closed
1
2