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JAJL

Innovator Equity Defined Protection ETF - 6mo Jan/Jul

79 hedge funds and large institutions have $143M invested in Innovator Equity Defined Protection ETF - 6mo Jan/Jul in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

2% less funds holding

Funds holding: 8179 (-2)

5.09% less ownership

Funds ownership: 64.48%59.39% (-5.1%)

6% less capital invested

Capital invested by funds: $153M → $143M (-$9.74M)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Chris Bulman
California
$316K
PWMG
52
Pinnacle Wealth Management Group
Michigan
$311K -$14.2K -500 -4%
IA
53
Integrity Alliance
Iowa
$308K
WS
54
Wedbush Securities
California
$299K
VWA
55
Visionary Wealth Advisors
Illinois
$274K
TCM
56
Triumph Capital Management
Colorado
$246K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$244K +$241K +8,497 New
W
58
WorthPointe
California
$238K
HW
59
HORAN Wealth
Ohio
$229K +$227K +8,000 New
BTWM
60
Brass Tax Wealth Management
Ohio
$227K
IFG
61
Independent Financial Group
California
$225K +$223K +7,863 New
TF
62
Trek Financial
Arizona
$218K
AIM
63
Advyzon Investment Management
Illinois
$205K -$540 -19 -0.3%
WFS
64
WealthGarden F.S.
California
$203K -$9.15K -322 -4%
IA
65
IFP Advisors
Florida
$195K +$6.11K +215 +3%
GRP
66
Global Retirement Partners
California
$167K +$123K +4,315 +288%
Barclays
67
Barclays
United Kingdom
$140K +$104K +3,674 +306%
HIA
68
Harbor Investment Advisory
Maryland
$135K +$134K +4,713 New
CA
69
CoreCap Advisors
Michigan
$109K -$41.6K -1,463 -28%
ASN
70
Advisory Services Network
Georgia
$107K +$106K +3,744 New
PS
71
Principal Securities
Iowa
$84.8K +$11.4K +402 +16%
EWM
72
Evolution Wealth Management
Florida
$81.7K
AIC
73
Archer Investment Corporation
Indiana
$62.5K +$28.4K +1,000 +85%
SS
74
Sunbelt Securities
Texas
$48.3K -$27.4K -965 -36%
WCAMG
75
Woodard & Company Asset Management Group
North Carolina
$47.4K -$190K -6,700 -80%

JAJL Hedge Fund Activity: Q3 2025 in Review

79 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) for Q3 2025, worth a combined $143M — down 6.4% from $153M a quarter earlier.

Fund positioning in JAJL was balanced in Q3 2025: 14 funds opened new positions, 14 closed out, 28 added to existing stakes and 22 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.95M. The largest seller was Rothschild Investment LLC, exiting entirely with an estimated $6.23M sold.

  • 79 institutional investors held Innovator Equity Defined Protection ETF - 6mo Jan/Jul (JAJL) as of Q3 2025, down from 81 in Q2 2025.
  • Funds reported $143M of Innovator Equity Defined Protection ETF - 6mo Jan/Jul stock for Q3 2025, down 6.4% quarter-over-quarter.
  • 14 funds opened new Innovator Equity Defined Protection ETF - 6mo Jan/Jul positions in Q3 2025 and 14 closed out, a net change of 0 holders.
  • The largest Innovator Equity Defined Protection ETF - 6mo Jan/Jul buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $1.95M added.
  • The largest Innovator Equity Defined Protection ETF - 6mo Jan/Jul seller in Q3 2025 was Rothschild Investment LLC, an estimated $6.23M sold.

Based on aggregated 13F filings for Q3 2025.