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

Overview Fund Activity

89 hedge funds and large institutions have $132M 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, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.29%
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
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$1.08M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$471K
3
KAS
3
Kestra Advisory Services
Texas
$2.8M
4
IA
4
IFG Advisory
Georgia
$288K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$364K

Top Sellers

1
AGA
1
Accuvest Global Advisors
Utah
$0
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$32.2M
3
BIM
3
Bullseye Investment Management
Ohio
$1M
4
FD
4
Financial Designs
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
26
Brass Tax Wealth Management
Ohio
$882K – – –
KWM
27
Kingsview Wealth Management
Oregon
$857K -$150K -5,600 -15%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$779K – – –
MSFS
29
Main Street Financial Solutions
Pennsylvania
$737K +$102K +3,800 +16%
MML Investors Services
30
MML Investors Services
Massachusetts
$728K +$53.9K +2,012 +8%
CA
31
CGN Advisors
Kansas
$704K – – –
VFPW
32
Vantage Financial Partners (Wisconsin)
Wisconsin
$674K – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$671K +$7.12K +266 +1%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$653K – – –
FA
35
FSA Advisors
Michigan
$652K -$6.03K -225 -0.9%
PWMG
36
Pinnacle Wealth Management Group
Michigan
$620K -$26.8K -1,000 -4%
PG
37
Prostatis Group
Maryland
$611K +$31.4K +1,173 +5%
Cerity Partners
38
Cerity Partners
New York
$523K +$8.41K +314 +2%
PHWM
39
Pine Harbor Wealth Management
Maryland
$519K -$4.71K -176 -0.9%
JWBC
40
John W. Brooker & Co
California
$487K – – –
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$471K +$471K +17,591 New
GSIAS
42
Garden State Investment Advisory Services
New Jersey
$470K -$269K -10,037 -36%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$468K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$467K +$135K +5,028 +41%
PFA
45
Plotkin Financial Advisors
Maryland
$464K -$8.03K -300 -2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$446K +$122K +4,573 +38%
Citadel Advisors
47
Citadel Advisors
Florida
$417K -$119K -4,427 -22%
SS
48
Sunbelt Securities
Texas
$407K -$20.4K -760 -5%
BFWM
49
Bright Futures Wealth Management
New York
$386K +$29.8K +1,112 +8%
Jane Street
50
Jane Street
New York
$380K -$242K -9,048 -39%
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