We are live on ! Find out more
TJUL icon

Innovator Equity Defined Protection ETF - 2 Yr to July 2027

89 hedge funds and large institutions have $149M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

26.72% more ownership

Funds ownership: 60.67%87.39% (+27%)

12% more capital invested

Capital invested by funds: $133M → $149M (+$16.3M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% less funds holding

Funds holding: 9089 (-1)

59% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 32

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
13
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$895K -$433K -15,975 -33%
MML Investors Services
27
MML Investors Services
Massachusetts
$818K +$71.4K +2,635 +10%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$811K +$122K +4,508 +18%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$798K
MSFS
30
Main Street Financial Solutions
Pennsylvania
$755K
CA
31
CGN Advisors
Kansas
$721K
VFPW
32
Vantage Financial Partners (Wisconsin)
Wisconsin
$685K -$6.15K -227 -0.9%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$670K
PG
34
Prostatis Group
Maryland
$667K +$40.7K +1,501 +7%
FA
35
FSA Advisors
Michigan
$658K -$9.97K -368 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$653K +$223K +8,249 +53%
Goldman Sachs
37
Goldman Sachs
New York
$653K +$644K +23,780 New
CVA
38
Central Valley Advisors
California
$594K
KWM
39
Kingsview Wealth Management
Oregon
$574K -$300K -11,090 -35%
MW
40
Maia Wealth
Colorado
$545K -$473K -17,465 -47%
Cerity Partners
41
Cerity Partners
New York
$528K -$8.51K -314 -2%
AWM
42
AE Wealth Management
Kansas
$524K -$6.5M -239,967 -93%
JWBC
43
John W. Brooker & Co
California
$499K
OMC
44
Old Mission Capital
Illinois
$490K +$206K +7,607 +74%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$483K
RJFSA
46
Raymond James Financial Services Advisors
Florida
$480K
Osaic Holdings
47
Osaic Holdings
Arizona
$462K +$88.1K +3,251 +24%
Jane Street
48
Jane Street
New York
$425K +$34.6K +1,276 +9%
PWMG
49
Pinnacle Wealth Management Group
Michigan
$421K -$211K -7,800 -34%
KWA
50
Kingswood Wealth Advisors
California
$412K +$407K +15,027 New