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JAJL

Innovator Equity Defined Protection ETF - 6mo Jan/Jul

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: 5577 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$36.9M +$36.7M +1,339,755 +8,094%
Raymond James Financial
2
Raymond James Financial
Florida
$28.4M +$28.4M +1,037,919 +13,876%
SIA
3
Soltis Investment Advisors
Utah
$13.1M +$12.6M +459,871 +1,913%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.7M +$1.33M +48,692 +14%
AWM
5
AE Wealth Management
Kansas
$8.52M +$295K +10,771 +4%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.32M +$8.2M +299,480 +4,529%
RIL
7
Rothschild Investment LLC
Illinois
$7.97M -$110K -4,000 -1%
HighTower Advisors
8
HighTower Advisors
Illinois
$7.06M +$827K +30,205 +13%
KFGG
9
Keystone Financial Group (Georgia)
Georgia
$3.58M +$3.1M +113,077 +610%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.77M +$517K +18,877 +23%
BCM
11
Brookstone Capital Management
Illinois
$2.64M +$295K +10,788 +13%
CF
12
Centaurus Financial
California
$2.15M +$346K +12,633 +19%
HAS
13
HBW Advisory Services
California
$1.86M +$1.87M +68,447 New
MCC
14
Money Concepts Capital
Florida
$1.62M +$636K +23,243 +64%
PFPT
15
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.55M +$1.56M +57,128 New
NA
16
NewEdge Advisors
Louisiana
$1.35M -$301K -11,000 -18%
BCI
17
Brinker Capital Investments
Pennsylvania
$1.31M +$1.32M +48,293 New
OPS
18
Orion Portfolio Solutions
Nebraska
$1.31M +$1.32M +48,293 New
KAS
19
Kestra Advisory Services
Texas
$1.19M +$1.2M +43,793 New
UBS Group
20
UBS Group
Switzerland
$1.12M +$1.12M +40,876 +11,168%
AFP
21
Ausdal Financial Partners
Iowa
$1.09M +$349K +12,737 +46%
WCM
22
Weaver Capital Management
Georgia
$1.07M +$1.08M +39,443 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.07M +$259K +9,446 +32%
FFA
24
Farther Finance Advisors
California
$863K +$585K +21,357 +205%
BSCCG
25
Blue Sky Capital Consultants Group
California
$823K -$216K -7,874 -21%

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.