Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
42 hedge funds and large institutions have $35.3M 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.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
31% more funds holding
Funds holding: 32 → 42 (+10)
31.5% less ownership
Funds ownership: 99.23% → 67.73% (-32%)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
61% less capital invested
Capital invested by funds: $91.7M → $35.3M (-$56.4M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.3M |
| 2 |
BCM
Beck Capital Management
Austin,
Texas
|
+$1.23M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$906K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$906K |
| 5 |
HHWM
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$19.2M |
| 2 |
VWM
VanWeelden Wealth Management
West Chester Township,
Ohio
|
-$18.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.2M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.71M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| – | -$280 | -11 | Closed |
|
APOC Hedge Fund Activity: Q1 2025 in Review
42 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) for Q1 2025, worth a combined $35.3M — down 61% from $91.7M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new APOC positions and 9 closed out — a net gain of 11 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James Financial, opening a new position worth an estimated $4.3M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $19.2M sold.
- 42 institutional investors held Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) as of Q1 2025, up from 32 in Q4 2024.
- Funds reported $35.3M of Innovator Equity Defined Protection ETF - 6mo Apr/Oct stock for Q1 2025, down 61% quarter-over-quarter.
- 20 funds opened new Innovator Equity Defined Protection ETF - 6mo Apr/Oct positions in Q1 2025 and 9 closed out, a net change of +11 holders.
- The largest Innovator Equity Defined Protection ETF - 6mo Apr/Oct buyer in Q1 2025 was Raymond James Financial, an estimated $4.3M added.
- The largest Innovator Equity Defined Protection ETF - 6mo Apr/Oct seller in Q1 2025 was Soltis Investment Advisors, an estimated $19.2M sold.
Based on aggregated 13F filings for Q1 2025.