APOC

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

Overview Fund Activity

31 hedge funds and large institutions have $91.3M invested in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
31
Holders Change
+31
Holders Change %
–
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Soltis Investment Advisors
Utah
$19.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.2M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.61M
4
PI
4
Pachira Investments
California
$5.25M
5
MA
5
Mutual Advisors
Nebraska
$2.63M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Soltis Investment Advisors
Utah
$19.2M +$19.2M +753,533 New
VWM
2
VanWeelden Wealth Management
Ohio
$18.5M +$18.5M +727,865 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.2M +$18.2M +714,770 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.61M +$8.61M +337,901 New
PI
5
Pachira Investments
California
$5.25M +$5.25M +206,107 New
AIA
6
AssuredPartners Investment Advisors
Florida
$3.01M +$3.01M +118,150 New
MA
7
Mutual Advisors
Nebraska
$2.63M +$2.63M +103,053 New
WCM
8
Weaver Capital Management
Georgia
$2.11M +$2.11M +82,952 New
KWM
9
Kingsview Wealth Management
Oregon
$1.92M +$1.92M +75,509 New
HighTower Advisors
10
HighTower Advisors
Illinois
$1.88M +$1.88M +73,720 New
CF
11
Centaurus Financial
California
$1.77M +$1.77M +69,320 New
WP
12
WealthPLAN Partners
Nebraska
$1.72M +$1.72M +67,589 New
DAS
13
Dynamic Advisor Solutions
Arizona
$866K +$866K +34,002 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$737K +$737K +28,927 New
IA
15
IFG Advisors
Missouri
$733K +$733K +28,765 New
SOS
16
Silver Oak Securities
Tennessee
$708K +$708K +27,785 New
WIM
17
WealthPlan Investment Management
Nebraska
$566K +$566K +22,242 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$505K +$505K +19,850 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$467K +$467K +18,349 New
MWS
20
Maxwell Wealth Strategies
California
$400K +$400K +15,709 New
GM
21
GeoWealth Management
Illinois
$382K +$382K +15,009 New
GFA
22
Gallagher Fiduciary Advisors
Illinois
$289K +$289K +11,338 New
W
23
WorthPointe
California
$250K +$250K +9,830 New
HI
24
Harbour Investments
Wisconsin
$203K +$203K +8,171 New
AWM
25
AE Wealth Management
Kansas
$130K +$130K +5,101 New
1
2