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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
Raymond James Financial
1
Raymond James Financial
Florida
$16.5M +$12M +476,840 +283%
PI
2
Pachira Investments
California
$5.79M +$193K +7,650 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.6M -$308K -12,219 -8%
WCM
4
Weaver Capital Management
Georgia
$2.13M +$16.1K +638 +0.8%
BCI
5
Brinker Capital Investments
Pennsylvania
$2.12M +$1.2M +47,596 +134%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.88M
CF
7
Centaurus Financial
California
$1.83M +$62.2K +2,464 +4%
KAS
8
Kestra Advisory Services
Texas
$1.04M +$1.03M +40,835 New
BCM
9
Beck Capital Management
Texas
$1.03M -$199K -7,880 -16%
WP
10
WealthPLAN Partners
Nebraska
$1.01M
IFG
11
Independent Financial Group
California
$832K +$379K +15,000 +85%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$820K +$346K +13,709 +74%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$753K +$514K +20,357 +222%
HHWM
14
Hiley Hunt Wealth Management
Nebraska
$732K -$88.3K -3,497 -11%
PFPT
15
Pinnacle Financial Partners (Tennessee)
Tennessee
$680K +$673K +26,661 New
Osaic Holdings
16
Osaic Holdings
Arizona
$558K +$95.4K +3,779 +21%
GFA
17
Gallagher Fiduciary Advisors
Illinois
$516K +$511K +20,234 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$507K
MA
19
Mutual Advisors
Nebraska
$472K -$18.1K -717 -4%
AFP
20
Ausdal Financial Partners
Iowa
$412K +$50.4K +1,996 +14%
Creative Planning
21
Creative Planning
Kansas
$401K
SOS
22
Silver Oak Securities
Tennessee
$398K -$24.7K -980 -6%
AWM
23
Accurate Wealth Management
Florida
$387K -$1.64K -65 -0.4%
IA
24
IFG Advisors
Missouri
$380K
GM
25
GeoWealth Management
Illinois
$346K -$34.8K -1,379 -9%

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.