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APOC

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

32 hedge funds and large institutions have $91.7M invested in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

99.23% more ownership

Funds ownership: 0% → 99.23% (+99%)

Holders
32
Holders Change
+32
Holders Change %
–
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Soltis Investment Advisors
Utah
+$19.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$8.58M
4
PI
Pachira Investments
California
+$5.23M
5
MA
Mutual Advisors
Nebraska
+$2.62M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Soltis Investment Advisors
Utah
$19.2M +$19.1M +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 +$18.1M +714,770 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$8.61M +$8.58M +337,901 New
PI
5
Pachira Investments
California
$5.25M +$5.23M +206,107 New
AIA
6
AssuredPartners Investment Advisors
Florida
$3.01M +$3M +118,150 New
MA
7
Mutual Advisors
Nebraska
$2.63M +$2.62M +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 +$1.87M +73,720 New
CF
11
Centaurus Financial
California
$1.76M +$1.76M +69,320 New
WP
12
WealthPLAN Partners
Nebraska
$1.72M +$1.72M +67,589 New
DAS
13
Dynamic Advisor Solutions
Arizona
$866K +$863K +34,002 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$737K +$734K +28,927 New
IA
15
IFG Advisors
Missouri
$733K +$730K +28,765 New
SOS
16
Silver Oak Securities
Tennessee
$708K +$705K +27,785 New
WIM
17
WealthPlan Investment Management
Nebraska
$566K +$565K +22,242 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$505K +$504K +19,850 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$467K +$466K +18,349 New
IFG
20
Independent Financial Group
California
$448K +$447K +17,600 New
MWS
21
Maxwell Wealth Strategies
California
$400K +$399K +15,709 New
GM
22
GeoWealth Management
Illinois
$382K +$381K +15,009 New
GFA
23
Gallagher Fiduciary Advisors
Illinois
$289K +$288K +11,338 New
W
24
WorthPointe
California
$250K +$249K +9,830 New
HI
25
Harbour Investments
Wisconsin
$203K +$207K +8,171 New
1
2

APOC Hedge Fund Activity: Q4 2024 in Review

32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) for Q4 2024, worth a combined $91.7M.

Buyers outnumbered sellers: 32 funds opened new APOC positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $19.1M.

  • 32 institutional investors held Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) as of Q4 2024, up from 0 in Q3 2024.
  • Funds reported $91.7M of Innovator Equity Defined Protection ETF - 6mo Apr/Oct stock for Q4 2024.
  • 32 funds opened new Innovator Equity Defined Protection ETF - 6mo Apr/Oct positions in Q4 2024 and 0 closed out, a net change of +32 holders.
  • The largest Innovator Equity Defined Protection ETF - 6mo Apr/Oct buyer in Q4 2024 was Soltis Investment Advisors, an estimated $19.1M added.

Based on aggregated 13F filings for Q4 2024.