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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

83 hedge funds and large institutions have $124M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.06% less ownership

Funds ownership: 75.06%73% (-2.1%)

9% less funds holding

Funds holding: 9183 (-8)

20% less capital invested

Capital invested by funds: $155M → $124M (-$31.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

74% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 39

Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
10
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Armis Advisers
Georgia
$902K -$810K -28,941 -47%
FFA
27
Farther Finance Advisors
California
$823K +$822K +29,373 New
MML Investors Services
28
MML Investors Services
Massachusetts
$818K +$3.02K +108 +0.4%
TF
29
Trek Financial
Arizona
$809K -$154K -5,493 -16%
MSFS
30
Main Street Financial Solutions
Pennsylvania
$772K
SWM
31
Spire Wealth Management
Virginia
$733K
HI
32
Harbour Investments
Wisconsin
$686K -$100K -3,578 -13%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$685K
CVA
34
Central Valley Advisors
California
$608K
VFPW
35
Vantage Financial Partners (Wisconsin)
Wisconsin
$579K -$114K -4,082 -17%
FIA
36
Foundations Investment Advisors
Arizona
$570K -$925K -33,023 -62%
FA
37
FSA Advisors
Michigan
$558K -$115K -4,117 -17%
UBS Group
38
UBS Group
Switzerland
$553K +$523K +18,694 +1,873%
PW
39
Paladin Wealth
Minnesota
$549K -$637K -22,746 -54%
NA
40
NewEdge Advisors
Louisiana
$549K -$67.1K -2,395 -11%
Cerity Partners
41
Cerity Partners
New York
$540K
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$473K
NWMP
43
Noble Wealth Management PBC
Colorado
$446K -$12.7K -455 -3%
AWM
44
AE Wealth Management
Kansas
$423K -$1.68K -60 -0.4%
GS
45
GWN Securities
Florida
$405K +$404K +14,438 New
SS
46
Sunbelt Securities
Texas
$402K -$4.62K -165 -1%
PFA
47
Plotkin Financial Advisors
Maryland
$397K -$4.2K -150 -1%
MW
48
Maia Wealth
Colorado
$385K -$286K -10,212 -42%
AIA
49
AssuredPartners Investment Advisors
Florida
$382K -$3.98K -142 -1%
LSA
50
Lion Street Advisors
Texas
$377K