JAJL

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

Overview Fund Activity

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
Holders
77
Holders Change
+22
Holders Change %
+40%
% of All Funds
1.05%
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

1
KWM
Kingsview Wealth Management
Oregon
+$36.4M
2
Raymond James Financial
Raymond James Financial
Florida
+$28.2M
3
SIA
Soltis Investment Advisors
Utah
+$12.5M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.14M
5
KFGG
Keystone Financial Group (Georgia)
Georgia
+$3.07M

Top Sellers

1
EMAM
Encompass More Asset Management
California
-$317K
2
AC
Applied Capital
Arkansas
-$305K
3
HI
Harbour Investments
Wisconsin
-$302K
4
NA
NewEdge Advisors
Louisiana
-$299K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$294K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$36.9M +$36.4M +1,339,755 +8,094%
Raymond James Financial
2
Raymond James Financial
Florida
$28.4M +$28.2M +1,037,919 +13,876%
SIA
3
Soltis Investment Advisors
Utah
$13.1M +$12.5M +459,871 +1,913%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.7M +$1.32M +48,692 +14%
AWM
5
AE Wealth Management
Kansas
$8.52M +$293K +10,771 +4%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.32M +$8.14M +299,480 +4,529%
RIL
7
Rothschild Investment LLC
Illinois
$7.97M -$109K -4,000 -1%
HighTower Advisors
8
HighTower Advisors
Illinois
$7.06M +$821K +30,205 +13%
KFGG
9
Keystone Financial Group (Georgia)
Georgia
$3.58M +$3.07M +113,077 +610%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.77M +$513K +18,877 +23%
BCM
11
Brookstone Capital Management
Illinois
$2.64M +$293K +10,788 +13%
CF
12
Centaurus Financial
California
$2.15M +$343K +12,633 +19%
HAS
13
HBW Advisory Services
California
$1.86M +$1.86M +68,447 New
MCC
14
Money Concepts Capital
Florida
$1.62M +$632K +23,243 +64%
PFP
15
Pinnacle Financial Partners
Tennessee
$1.55M +$1.55M +57,128 New
NA
16
NewEdge Advisors
Louisiana
$1.35M -$299K -11,000 -18%
BCI
17
Brinker Capital Investments
Pennsylvania
$1.31M +$1.31M +48,293 New
OPS
18
Orion Portfolio Solutions
Nebraska
$1.31M +$1.31M +48,293 New
KAS
19
Kestra Advisory Services
Texas
$1.19M +$1.19M +43,793 New
UBS Group
20
UBS Group
Switzerland
$1.12M +$1.11M +40,876 +11,168%
AFP
21
Ausdal Financial Partners
Iowa
$1.09M +$346K +12,737 +46%
WCM
22
Weaver Capital Management
Georgia
$1.07M +$1.07M +39,443 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.07M +$257K +9,446 +32%
FFA
24
Farther Finance Advisors
California
$863K +$580K +21,357 +205%
BSCCG
25
Blue Sky Capital Consultants Group
California
$823K -$214K -7,874 -21%
1
2 3 4