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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

86 hedge funds and large institutions have $127M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

158% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 12

50% more capital invested

Capital invested by funds: $84.8M → $127M (+$42.4M)

39% more funds holding

Funds holding: 6286 (+24)

4.66% more ownership

Funds ownership: 52.36%57.01% (+4.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
86
Holders Change
+24
Holders Change %
+38.71%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
28
Increased
31
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
26
Eudaimonia Partners
Tennessee
$1.04M -$16.1K -645 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$922K +$894K +35,904 New
CAN
28
Cetera Advisor Networks
California
$803K +$48.6K +1,951 +7%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$747K -$15.9K -640 -2%
HI
30
Harbour Investments
Wisconsin
$715K +$429K +17,245 +163%
GSIAS
31
Garden State Investment Advisory Services
New Jersey
$709K +$63.5K +2,550 +10%
OMC
32
Old Mission Capital
Illinois
$694K +$673K +27,016 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$678K +$54.8K +2,200 +9%
CA
34
CGN Advisors
Kansas
$675K -$140K -5,638 -18%
MW
35
Maia Wealth
Colorado
$668K +$648K +26,009 New
FA
36
FSA Advisors
Michigan
$641K +$622K +24,988 New
PWMG
37
Pinnacle Wealth Management Group
Michigan
$620K +$68.7K +2,760 +13%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$609K
WP
39
WealthPLAN Partners
Nebraska
$556K +$540K +21,678 New
MML Investors Services
40
MML Investors Services
Massachusetts
$547K -$62K -2,490 -10%
EWM
41
Executive Wealth Management
Michigan
$532K +$516K +20,720 New
PFA
42
Plotkin Financial Advisors
Maryland
$526K +$79.1K +3,175 +18%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$510K +$124K +4,983 +33%
CVA
44
Central Valley Advisors
California
$506K +$491K +19,704 New
PHWM
45
Pine Harbor Wealth Management
Maryland
$468K +$454K +18,245 New
JWBC
46
John W. Brooker & Co
California
$467K
VFPW
47
Vantage Financial Partners (Wisconsin)
Wisconsin
$450K +$436K +17,520 New
PG
48
Prostatis Group
Maryland
$447K -$474K -19,049 -52%
SS
49
Sunbelt Securities
Texas
$430K
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$368K +$86.7K +3,483 +32%