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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$36.7M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$28.4M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$12.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.2M |
| 5 |
KFGG
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
-$319K |
| 2 |
AC
Applied Capital
Little Rock,
Arkansas
|
-$305K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$304K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$301K |
| 5 |
SA
Sovran Advisors
San Diego,
California
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNWA
76
Financial Network Wealth Advisors
Murray,
Utah
| $3.61K | +$3.64K | +133 | New |
|
|
DFA
77
DHJJ Financial Advisors
Naperville,
Illinois
| $109 | – | – | – |
|
|
AC
78
Applied Capital
Little Rock,
Arkansas
| – | -$305K | -11,182 | Closed |
|
79
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$294K | -10,789 | Closed |
|
|
DAS
80
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$291K | -10,686 | Closed |
|
81
Barclays
London,
United Kingdom
| – | -$148K | -5,425 | Closed |
|
|
CFGS
82
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$24K | -875 | Closed |
|
83
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -45 | Closed |
|
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.