TJAN

Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN

Overview Fund Activity

30 hedge funds and large institutions have $54.3M invested in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+30
Holders Change %
–
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
30
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
VanWeelden Wealth Management
Ohio
+$16.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.2M
3
WCP
Wick Capital Partners
Pennsylvania
+$3.83M
4
BCM
Brookstone Capital Management
Illinois
+$2.69M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.65M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
1
VanWeelden Wealth Management
Ohio
$16.3M +$16.3M +645,628 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.2M +$16.2M +640,861 New
WCP
3
Wick Capital Partners
Pennsylvania
$3.83M +$3.83M +151,459 New
BCM
4
Brookstone Capital Management
Illinois
$2.69M +$2.69M +106,435 New
HighTower Advisors
5
HighTower Advisors
Illinois
$1.65M +$1.65M +65,341 New
APW
6
Atlantic Private Wealth
North Carolina
$1.57M +$1.57M +62,218 New
Jane Street
7
Jane Street
New York
$1.09M +$1.09M +42,943 New
VFPW
8
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.02M +$1.02M +40,389 New
Raymond James Financial
9
Raymond James Financial
Florida
$941K +$941K +37,205 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$824K +$824K +32,576 New
TWM
11
Tradition Wealth Management
Minnesota
$748K +$748K +29,562 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$735K +$735K +29,048 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$725K +$725K +28,636 New
CA
14
CoreCap Advisors
Michigan
$698K +$698K +27,584 New
SAS
15
SMI Advisory Services
Indiana
$653K +$653K +26,563 New
GCP
16
Gill Capital Partners
Colorado
$649K +$649K +25,639 New
MA
17
Mutual Advisors
Nebraska
$634K +$634K +25,017 New
NA
18
Novus Advisors
South Carolina
$541K +$541K +21,389 New
BIM
19
Bullseye Investment Management
Ohio
$480K +$480K +18,974 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$440K +$440K +17,396 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$369K +$369K +14,568 New
CG
22
CFO4Life Group
Texas
$335K +$335K +13,240 New
OMC
23
Old Mission Capital
Illinois
$322K +$322K +12,713 New
AWS
24
Atria Wealth Solutions
New York
$206K +$206K +8,147 New
KAS
25
Kestra Advisory Services
Texas
$203K +$203K +8,023 New
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