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JAJL

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

77 hedge funds and large institutions have $166M invested in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

185% more capital invested

Capital invested by funds: $58.2M → $166M (+$107M)

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

40% more funds holding

Funds holding: 55 → 77 (+22)

21.62% more ownership

Funds ownership: 45.39% → 67.01% (+22%)

Holders
77
Holders Change
+22
Holders Change %
+40%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
26
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
+$36.7M
2
Raymond James Financial
Raymond James Financial
Florida
+$28.4M
3
SIA
Soltis Investment Advisors
Utah
+$12.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.2M
5
KFGG
Keystone Financial Group (Georgia)
Georgia
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
EMAM
Encompass More Asset Management
California
-$319K
2
AC
Applied Capital
Arkansas
-$305K
3
HI
Harbour Investments
Wisconsin
-$304K
4
NA
NewEdge Advisors
Louisiana
-$301K
5
SA
Sovran Advisors
California
-$295K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
26
Trek Financial
Arizona
$766K +$142K +5,203 +23%
SB
27
Strategic Blueprint
Georgia
$721K +$59.5K +2,173 +9%
WIA
28
World Investment Advisors
California
$669K -$194K -7,100 -22%
PCA
29
Prosperity Capital Advisors
Ohio
$652K -$61K -2,228 -8%
AIA
30
AssuredPartners Investment Advisors
Florida
$628K +$34.1K +1,247 +6%
FA
31
Fermata Advisors
California
$577K +$325K +11,867 +126%
EMAM
32
Encompass More Asset Management
California
$556K -$319K -11,668 -36%
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$543K +$547K +19,979 New
SFA
34
Sequoia Financial Advisors
Ohio
$520K – – –
SA
35
Sovran Advisors
California
$518K -$295K -10,781 -36%
FCFC
36
First Commonwealth Financial Corp
Pennsylvania
$513K -$36.1K -1,318 -7%
TWP
37
Triad Wealth Partners
Kansas
$492K +$496K +18,120 New
ATPW
38
Ashton Thomas Private Wealth
Arizona
$479K +$483K +17,634 New
GS
39
GWN Securities
Florida
$462K +$465K +16,987 New
HI
40
Harbour Investments
Wisconsin
$460K -$304K -11,102 -40%
SAW
41
Signal Advisors Wealth
Michigan
$454K – – –
AWM
42
Accurate Wealth Management
Florida
$416K +$420K +15,349 New
Goldman Sachs
43
Goldman Sachs
New York
$416K +$419K +15,311 New
AWS
44
Atria Wealth Solutions
New York
$389K – – –
TC
45
TownSquare Capital
Utah
$379K +$382K +13,955 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$378K +$97.7K +3,568 +35%
SC
47
Syon Capital
California
$373K +$376K +13,740 New
GFA
48
Gallagher Fiduciary Advisors
Illinois
$366K +$105K +3,834 +40%
MFG
49
Merit Financial Group
Georgia
$351K -$7.99K -292 -2%
IWP
50
Insight Wealth Partners
Texas
$340K +$343K +12,520 New
1
2
3 4

JAJL Hedge Fund Activity: Q1 2025 in Review

77 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) for Q1 2025, worth a combined $166M — up 185% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new JAJL positions and 6 closed out — a net gain of 23 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $36.7M. The largest seller was Encompass More Asset Management, cutting an estimated $319K.

  • 77 institutional investors held Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) as of Q1 2025, up from 55 in Q4 2024.
  • Funds reported $166M of Innovator Equity Defined Protection ETF - 6mo Jan/Jul stock for Q1 2025, up 185% quarter-over-quarter.
  • 29 funds opened new Innovator Equity Defined Protection ETF - 6mo Jan/Jul positions in Q1 2025 and 6 closed out, a net change of +23 holders.
  • The largest Innovator Equity Defined Protection ETF - 6mo Jan/Jul buyer in Q1 2025 was Kingsview Wealth Management, an estimated $36.7M added.
  • The largest Innovator Equity Defined Protection ETF - 6mo Jan/Jul seller in Q1 2025 was Encompass More Asset Management, an estimated $319K sold.

Based on aggregated 13F filings for Q1 2025.