Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
55 hedge funds and large institutions have $95.2M invested in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 8 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
92% more capital invested
Capital invested by funds: $49.6M → $95.2M (+$45.6M)
31% more funds holding
Funds holding: 42 → 55 (+13)
14.21% less ownership
Funds ownership: 94.53% → 80.32% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$19.3M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$10M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.17M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.4M |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.82M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$602K |
| 3 |
Goldman Sachs
New York
|
-$564K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$326K |
| 5 |
HHWM
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
-$312K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNWA
51
Financial Network Wealth Advisors
Murray,
Utah
| $37.3K | +$37.1K | +1,423 | New |
|
|
NA
52
Networth Advisors
Canonsburg,
Pennsylvania
| $23.3K | +$23.2K | +890 | New |
|
|
CA
53
CoreCap Advisors
Southfield,
Michigan
| $13.6K | – | – | – |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $11.1K | +$11K | +423 | New |
|
|
DFA
55
DHJJ Financial Advisors
Naperville,
Illinois
| $210 | – | – | – |
|
|
BCI
56
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$602K | -23,215 | Closed |
|
|
57
Goldman Sachs
New York
| – | -$564K | -21,759 | Closed |
|
|
58
Citadel Advisors
Miami,
Florida
| – | -$326K | -12,560 | Closed |
|
|
KWM
59
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$301K | -11,623 | Closed |
|
|
W
60
WorthPointe
La Jolla,
California
| – | -$234K | -9,034 | Closed |
|
61
Barclays
London,
United Kingdom
| – | -$148K | -5,698 | Closed |
|
|
AAS
62
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$103K | -3,970 | Closed |
|
|
ASN
63
Advisory Services Network
Atlanta,
Georgia
| – | -$63.6K | -2,454 | Closed |
|
APOC Hedge Fund Activity: Q4 2025 in Review
55 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) for Q4 2025, worth a combined $95.2M — up 92% from $49.6M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new APOC positions and 8 closed out — a net gain of 14 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $19.3M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.82M.
- 55 institutional investors held Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) as of Q4 2025, up from 42 in Q3 2025.
- Funds reported $95.2M of Innovator Equity Defined Protection ETF - 6mo Apr/Oct stock for Q4 2025, up 92% quarter-over-quarter.
- 22 funds opened new Innovator Equity Defined Protection ETF - 6mo Apr/Oct positions in Q4 2025 and 8 closed out, a net change of +14 holders.
- The largest Innovator Equity Defined Protection ETF - 6mo Apr/Oct buyer in Q4 2025 was Raymond James Financial, an estimated $19.3M added.
- The largest Innovator Equity Defined Protection ETF - 6mo Apr/Oct seller in Q4 2025 was Cambridge Investment Research Advisors, an estimated $1.82M sold.
Based on aggregated 13F filings for Q4 2025.