We are live on ! Find out more
JAJL

Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL

55 hedge funds and large institutions have $58.2M invested in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

25% more funds holding

Funds holding: 44 → 55 (+11)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

4.32% less ownership

Funds ownership: 49.71% → 45.39% (-4.3%)

34% less capital invested

Capital invested by funds: $88.6M → $58.2M (-$30.4M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
55
Holders Change
+11
Holders Change %
+25%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
12
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EMAM
Encompass More Asset Management
California
+$866K
2
AFP
Ausdal Financial Partners
Iowa
+$739K
3
HighTower Advisors
HighTower Advisors
Illinois
+$598K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$291K
5
FFA
Farther Finance Advisors
California
+$280K

Top Sellers

Rank Fund Capital Flow
1
SIA
Soltis Investment Advisors
Utah
-$17.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.7M
3
AWM
AE Wealth Management
Kansas
-$2.58M
4
KAS
Kestra Advisory Services
Texas
-$605K
5
BCM
Brookstone Capital Management
Illinois
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$451K -$26.9K -997 -6%
AWS
27
Atria Wealth Solutions
New York
$390K -$21.3K -790 -5%
MFG
28
Merit Financial Group
Georgia
$360K +$82.8K +3,072 +30%
VWA
29
Visionary Wealth Advisors
Illinois
$316K – – –
AC
30
Applied Capital
Arkansas
$305K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$294K +$291K +10,789 New
DAS
32
Dynamic Advisor Solutions
Arizona
$291K -$1.08K -40 -0.4%
FFA
33
Farther Finance Advisors
California
$284K +$280K +10,399 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$282K -$156K -5,790 -36%
MML Investors Services
35
MML Investors Services
Massachusetts
$277K +$274K +10,169 New
GFA
36
Gallagher Fiduciary Advisors
Illinois
$263K +$25.2K +934 +11%
FA
37
Fermata Advisors
California
$256K +$253K +9,388 New
W
38
WorthPointe
California
$225K +$222K +8,248 New
HS
39
Horan Securities
United States
$218K – – –
WFS
40
WealthGarden F.S.
California
$218K +$215K +7,977 New
BTWM
41
Brass Tax Wealth Management
Ohio
$214K – – –
CWAF
42
Core Wealth Advisors (Florida)
Florida
$211K – – –
Raymond James Financial
43
Raymond James Financial
Florida
$204K +$202K +7,480 New
SWM
44
Sugarloaf Wealth Management
Georgia
$183K +$181K +6,711 New
Osaic Holdings
45
Osaic Holdings
Arizona
$180K +$38.7K +1,435 +28%
Barclays
46
Barclays
United Kingdom
$148K +$146K +5,425 New
SS
47
Sunbelt Securities
Texas
$72.2K +$20.2K +750 +39%
AF
48
Allworth Financial
California
$71.3K +$70K +2,595 New
CA
49
CoreCap Advisors
Michigan
$55.8K +$55.2K +2,046 New
PWA
50
Physician Wealth Advisors
Utah
$49.9K +$49.3K +1,830 New
1
2
3

JAJL Hedge Fund Activity: Q4 2024 in Review

55 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) for Q4 2024, worth a combined $58.2M — down 34% from $88.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new JAJL positions and 9 closed out — a net gain of 11 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Encompass More Asset Management, opening a new position worth an estimated $866K. The largest seller was Soltis Investment Advisors, cutting an estimated $17.9M.

  • 55 institutional investors held Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) as of Q4 2024, up from 44 in Q3 2024.
  • Funds reported $58.2M of Innovator Equity Defined Protection ETF - 6mo Jan/Jul stock for Q4 2024, down 34% quarter-over-quarter.
  • 20 funds opened new Innovator Equity Defined Protection ETF - 6mo Jan/Jul positions in Q4 2024 and 9 closed out, a net change of +11 holders.
  • The largest Innovator Equity Defined Protection ETF - 6mo Jan/Jul buyer in Q4 2024 was Encompass More Asset Management, an estimated $866K added.
  • The largest Innovator Equity Defined Protection ETF - 6mo Jan/Jul seller in Q4 2024 was Soltis Investment Advisors, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.