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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

91 hedge funds and large institutions have $155M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 8991 (+2)

4% more capital invested

Capital invested by funds: $149M → $155M (+$5.38M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12.33% less ownership

Funds ownership: 87.39%75.06% (-12%)

78% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 41

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
9
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$806K -$21.5K -778 -3%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$780K -$27.6K -1,000 -3%
HI
28
Harbour Investments
Wisconsin
$778K -$177K -6,391 -19%
MSFS
29
Main Street Financial Solutions
Pennsylvania
$764K
OMC
30
Old Mission Capital
Illinois
$733K +$236K +8,531 +48%
CA
31
CGN Advisors
Kansas
$730K
SWM
32
Spire Wealth Management
Virginia
$726K +$722K +26,133 New
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$686K -$6.33K -229 -0.9%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$678K
MW
35
Maia Wealth
Colorado
$676K +$118K +4,270 +22%
FA
36
FSA Advisors
Michigan
$658K
NA
37
NewEdge Advisors
Louisiana
$610K -$295K -10,662 -33%
CVA
38
Central Valley Advisors
California
$601K
PG
39
Prostatis Group
Maryland
$584K -$90.3K -3,268 -13%
Cerity Partners
40
Cerity Partners
New York
$534K
Citadel Advisors
41
Citadel Advisors
Florida
$490K -$170K -6,169 -26%
Raymond James Financial
42
Raymond James Financial
Florida
$486K +$483K +17,488 New
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$468K -$20K -725 -4%
NWMP
44
Noble Wealth Management PBC
Colorado
$454K +$452K +16,347 New
Osaic Holdings
45
Osaic Holdings
Arizona
$449K -$18K -651 -4%
KWM
46
Kingsview Wealth Management
Oregon
$433K -$147K -5,321 -25%
PWMG
47
Pinnacle Wealth Management Group
Michigan
$427K
AWM
48
AE Wealth Management
Kansas
$420K -$110K -3,976 -21%
SS
49
Sunbelt Securities
Texas
$403K
PFA
50
Plotkin Financial Advisors
Maryland
$397K -$1.38K -50 -0.3%