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APOC

Innovator Equity Defined Protection ETF - 6mo Apr/Oct

41 hedge funds and large institutions have $48.3M invested in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $35.3M → $48.3M (+$12.9M)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0.2% less ownership

Funds ownership: 67.73%67.53% (-0.2%)

2% less funds holding

Funds holding: 4241 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
12
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$346K +$342K +13,560 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$342K +$338K +13,406 New
SC
28
Sykon Capital
New York
$327K +$323K +12,800 New
HAS
29
HBW Advisory Services
California
$319K -$38.4K -1,521 -11%
SWP
30
Sagespring Wealth Partners
Tennessee
$243K
IA
31
IFP Advisors
Florida
$240K +$137K +5,416 +135%
W
32
WorthPointe
California
$231K
Goldman Sachs
33
Goldman Sachs
New York
$225K +$222K +8,805 New
HI
34
Harbour Investments
Wisconsin
$212K +$1.99K +79 +1%
SC
35
Syon Capital
California
$206K +$203K +8,055 New
SIA
36
Soltis Investment Advisors
Utah
$205K +$203K +8,046 New
Barclays
37
Barclays
United Kingdom
$148K +$146K +5,785 New
BA
38
Bellwether Advisors
Nebraska
$60.6K
AWM
39
AE Wealth Management
Kansas
$33.6K -$500K -19,827 -94%
CA
40
CoreCap Advisors
Michigan
$13.2K +$13.1K +519 New
DFA
41
DHJJ Financial Advisors
Illinois
$205
AIA
42
AssuredPartners Investment Advisors
Florida
-$2.96M -118,018 Closed
OMC
43
Old Mission Capital
Illinois
-$539K -21,503 Closed
FA
44
Fermata Advisors
California
-$376K -14,975 Closed
Jane Street
45
Jane Street
New York
-$253K -10,069 Closed
TC
46
TownSquare Capital
Utah
-$243K -9,681 Closed
WW
47
Winnow Wealth
Texas
-$136K -5,427 Closed
JP Morgan Chase
48
JP Morgan Chase
New York
-$125K -4,989 Closed
SS
49
Sunbelt Securities
Texas
-$37.6K -1,500 Closed
CA
50
Continuum Advisory
Idaho
-$30.6K -1,219 Closed

APOC Hedge Fund Activity: Q2 2025 in Review

41 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) for Q2 2025, worth a combined $48.3M — up 37% from $35.3M a quarter earlier.

Fund positioning in APOC was balanced in Q2 2025: 11 funds opened new positions, 11 closed out, 12 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $12M. The largest seller was AssuredPartners Investment Advisors, exiting entirely with an estimated $2.96M sold.

  • 41 institutional investors held Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) as of Q2 2025, down from 42 in Q1 2025.
  • Funds reported $48.3M of Innovator Equity Defined Protection ETF - 6mo Apr/Oct stock for Q2 2025, up 37% quarter-over-quarter.
  • 11 funds opened new Innovator Equity Defined Protection ETF - 6mo Apr/Oct positions in Q2 2025 and 11 closed out, a net change of 0 holders.
  • The largest Innovator Equity Defined Protection ETF - 6mo Apr/Oct buyer in Q2 2025 was Raymond James Financial, an estimated $12M added.
  • The largest Innovator Equity Defined Protection ETF - 6mo Apr/Oct seller in Q2 2025 was AssuredPartners Investment Advisors, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2025.