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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

92 hedge funds and large institutions have $153M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $127M → $153M (+$25.5M)

7.63% more ownership

Funds ownership: 57.01%64.64% (+7.6%)

7% more funds holding

Funds holding: 8692 (+6)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
25
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Cypress Wealth Services
California
$1.09M
EP
27
Eudaimonia Partners
Tennessee
$1.06M
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.05M -$243K -9,350 -19%
HI
29
Harbour Investments
Wisconsin
$1.02M +$282K +10,861 +39%
KWM
30
Kingsview Wealth Management
Oregon
$989K -$826K -31,813 -46%
HighTower Advisors
31
HighTower Advisors
Illinois
$946K
BTWM
32
Brass Tax Wealth Management
Ohio
$866K +$855K +32,920 New
ICG
33
InterOcean Capital Group
Tennessee
$847K +$835K +32,176 New
CAN
34
Cetera Advisor Networks
California
$833K +$10.3K +395 +1%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$765K
OMC
36
Old Mission Capital
Illinois
$743K +$31.3K +1,207 +4%
GSIAS
37
Garden State Investment Advisory Services
New Jersey
$726K -$649 -25 -0.1%
CA
38
CGN Advisors
Kansas
$691K
VFPW
39
Vantage Financial Partners (Wisconsin)
Wisconsin
$662K +$199K +7,656 +44%
MML Investors Services
40
MML Investors Services
Massachusetts
$662K +$101K +3,883 +18%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$652K +$271K +10,446 +73%
FA
42
FSA Advisors
Michigan
$647K -$10.5K -406 -2%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$642K -$51.9K -2,000 -8%
PWMG
44
Pinnacle Wealth Management Group
Michigan
$636K
MSFS
45
Main Street Financial Solutions
Pennsylvania
$624K -$779 -30 -0.1%
Jane Street
46
Jane Street
New York
$612K +$604K +23,248 New
CVA
47
Central Valley Advisors
California
$570K +$50.7K +1,954 +10%
PG
48
Prostatis Group
Maryland
$569K +$109K +4,213 +24%
Citadel Advisors
49
Citadel Advisors
Florida
$526K +$519K +19,981 New
PHWM
50
Pine Harbor Wealth Management
Maryland
$515K +$34.4K +1,323 +7%