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JAJL

Innovator Equity Defined Protection ETF - 6mo Jan/Jul

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: 4455 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.38M +$83.5K +3,096 +0.9%
AWM
2
AE Wealth Management
Kansas
$8.26M -$2.58M -95,795 -24%
RIL
3
Rothschild Investment LLC
Illinois
$8.11M +$80.9K +3,000 +1%
HighTower Advisors
4
HighTower Advisors
Illinois
$6.26M +$598K +22,186 +11%
BCM
5
Brookstone Capital Management
Illinois
$2.35M -$394K -14,616 -14%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.27M +$48.7K +1,807 +2%
CF
7
Centaurus Financial
California
$1.81M -$122K -4,531 -6%
NA
8
NewEdge Advisors
Louisiana
$1.65M -$67.4K -2,500 -4%
BSCCG
9
Blue Sky Capital Consultants Group
California
$1.04M +$1.03M +38,171 New
MCC
10
Money Concepts Capital
Florida
$988K +$6.34K +235 +0.7%
EMAM
11
Encompass More Asset Management
California
$876K +$866K +32,131 New
WIA
12
World Investment Advisors
California
$865K
SA
13
Sovran Advisors
California
$816K +$806K +29,905 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$812K -$16.7M -618,317 -95%
HI
15
Harbour Investments
Wisconsin
$765K +$34.3K +1,273 +5%
AFP
16
Ausdal Financial Partners
Iowa
$747K +$739K +27,399 New
PCA
17
Prosperity Capital Advisors
Ohio
$715K -$259K -9,601 -27%
SB
18
Strategic Blueprint
Georgia
$665K -$2.91K -108 -0.4%
SIA
19
Soltis Investment Advisors
Utah
$655K -$17.9M -663,367 -97%
TF
20
Trek Financial
Arizona
$627K -$998 -37 -0.2%
AIA
21
AssuredPartners Investment Advisors
Florida
$596K +$590K +21,868 New
FCFC
22
First Commonwealth Financial Corp
Pennsylvania
$551K
SFA
23
Sequoia Financial Advisors
Ohio
$522K
KFGG
24
Keystone Financial Group (Georgia)
Georgia
$505K +$500K +18,526 New
SAW
25
Signal Advisors Wealth
Michigan
$455K

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.