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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

90 hedge funds and large institutions have $133M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 37 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2% less funds holding

Funds holding: 9290 (-2)

3.97% less ownership

Funds ownership: 64.64%60.67% (-4%)

13% less capital invested

Capital invested by funds: $153M → $133M (-$19.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

68% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 37

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
5
Increased
12
Reduced
37
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$961K
BTWM
27
Brass Tax Wealth Management
Ohio
$882K
KWM
28
Kingsview Wealth Management
Oregon
$857K -$148K -5,600 -15%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$779K
MSFS
30
Main Street Financial Solutions
Pennsylvania
$737K +$100K +3,800 +16%
MML Investors Services
31
MML Investors Services
Massachusetts
$728K +$53.1K +2,012 +8%
CA
32
CGN Advisors
Kansas
$704K
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$674K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$671K +$7.02K +266 +1%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$653K
FA
36
FSA Advisors
Michigan
$652K -$5.94K -225 -0.9%
PWMG
37
Pinnacle Wealth Management Group
Michigan
$620K -$26.4K -1,000 -4%
PG
38
Prostatis Group
Maryland
$611K +$31K +1,173 +5%
Cerity Partners
39
Cerity Partners
New York
$523K +$8.29K +314 +2%
PHWM
40
Pine Harbor Wealth Management
Maryland
$519K -$4.65K -176 -0.9%
JWBC
41
John W. Brooker & Co
California
$487K
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$471K +$464K +17,591 New
GSIAS
43
Garden State Investment Advisory Services
New Jersey
$470K -$265K -10,037 -36%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$468K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$467K +$133K +5,028 +41%
PFA
46
Plotkin Financial Advisors
Maryland
$464K -$7.92K -300 -2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$446K +$121K +4,573 +38%
Citadel Advisors
48
Citadel Advisors
Florida
$417K -$117K -4,427 -22%
SS
49
Sunbelt Securities
Texas
$407K -$20.1K -760 -5%
BFWM
50
Bright Futures Wealth Management
New York
$386K +$29.4K +1,112 +8%