Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
30 hedge funds and large institutions have $21.3M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding
Funds holding: 30 → 30 (0)
50.18% less ownership
Funds ownership: 100.72% → 50.54% (-50%)
61% less capital invested
Capital invested by funds: $54.3M → $21.3M (-$33M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.77M |
| 2 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
+$785K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$505K |
| 4 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$341K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.2M |
| 2 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$3.8M |
| 3 |
APW
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
-$967K |
| 4 |
Jane Street
New York
|
-$858K |
| 5 |
JP Morgan Chase
New York
|
-$735K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
26
Farther Finance Advisors
San Francisco,
California
| $85.6K | +$83.3K | +3,249 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $81.7K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $70K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $65.8K | +$64.1K | +2,499 | New |
|
|
PS
30
Principal Securities
Des Moines,
Iowa
| $13.4K | +$13K | +507 | New |
|
|
31
Envestnet Asset Management
Chicago,
Illinois
| – | -$16.2M | -640,861 | Closed |
|
|
32
JP Morgan Chase
New York
| – | -$735K | -29,048 | Closed |
|
|
NA
33
Novus Advisors
Greenville,
South Carolina
| – | -$541K | -21,389 | Closed |
|
|
CG
34
CFO4Life Group
Coppell,
Texas
| – | -$335K | -13,240 | Closed |
|
|
AWS
35
Atria Wealth Solutions
New York
| – | -$206K | -8,147 | Closed |
|
|
KAS
36
Kestra Advisory Services
Austin,
Texas
| – | -$203K | -8,023 | Closed |
|
|
WTFG
37
Wood Tarver Financial Group
Boise,
Idaho
| – | -$73.8K | -2,917 | Closed |
|
TJAN Hedge Fund Activity: Q2 2025 in Review
30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) for Q2 2025, worth a combined $21.3M — down 61% from $54.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TJAN positions and 7 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $1.77M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $16.2M sold.
- 30 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $21.3M of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 stock for Q2 2025, down 61% quarter-over-quarter.
- 8 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to January 2027 positions in Q2 2025 and 7 closed out, a net change of +1 holder.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2027 buyer in Q2 2025 was Brookstone Capital Management, an estimated $1.77M added.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to January 2027 seller in Q2 2025 was Envestnet Asset Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q2 2025.