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Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL

Overview Fund Activity

91 hedge funds and large institutions have $152M 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, 22 reducing their positions, and 7 closing their positions.

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.32%
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
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$34.3M
2
AGA
2
Accuvest Global Advisors
Utah
$4.59M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.21M
4
FD
4
Financial Designs
California
$2.25M
5
SB
5
Strategic Blueprint
Georgia
$5.18M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$381K
2
BIM
2
Bullseye Investment Management
Ohio
$3.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$318K
4
KWM
4
Kingsview Wealth Management
Oregon
$989K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
EP
26
Eudaimonia Partners
Tennessee
$1.06M 40,378 – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.05M 40,013 -9,350 -19%
HI
28
Harbour Investments
Wisconsin
$1.02M 38,712 +10,861 +39%
KWM
29
Kingsview Wealth Management
Oregon
$989K 37,605 -31,813 -46%
HighTower Advisors
30
HighTower Advisors
Illinois
$946K 35,904 – –
BTWM
31
Brass Tax Wealth Management
Ohio
$866K 32,920 +32,920 New
ICG
32
InterOcean Capital Group
Tennessee
$847K 32,176 +32,176 New
CAN
33
Cetera Advisor Networks
California
$833K 31,672 +395 +1%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$765K 29,088 – –
OMC
35
Old Mission Capital
Illinois
$743K 28,223 +1,207 +4%
GSIAS
36
Garden State Investment Advisory Services
New Jersey
$726K 27,604 -25 -0.1%
CA
37
CGN Advisors
Kansas
$691K 26,280 – –
VFPW
38
Vantage Financial Partners (Wisconsin)
Wisconsin
$662K 25,176 +7,656 +44%
MML Investors Services
39
MML Investors Services
Massachusetts
$662K 25,173 +3,883 +18%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$652K 24,786 +10,446 +73%
FA
41
FSA Advisors
Michigan
$647K 24,582 -406 -2%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$642K 24,400 -2,000 -8%
PWMG
43
Pinnacle Wealth Management Group
Michigan
$636K 24,160 – –
MSFS
44
Main Street Financial Solutions
Pennsylvania
$624K 23,708 -30 -0.1%
Jane Street
45
Jane Street
New York
$612K 23,248 +23,248 New
CVA
46
Central Valley Advisors
California
$570K 21,658 +1,954 +10%
PG
47
Prostatis Group
Maryland
$569K 21,641 +4,213 +24%
Citadel Advisors
48
Citadel Advisors
Florida
$526K 19,981 +19,981 New
PHWM
49
Pine Harbor Wealth Management
Maryland
$515K 19,568 +1,323 +7%
Cerity Partners
50
Cerity Partners
New York
$506K 19,230 +19,230 New
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