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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

77 hedge funds and large institutions have $114M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

72% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 32

Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.71M
2 +$663K
3 +$444K
4
UBS Group
UBS Group
Switzerland
+$307K
5
IA
IFG Advisory
Georgia
+$291K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
26
Trek Financial
Arizona
$817K
MSFS
27
Main Street Financial Solutions
Pennsylvania
$789K
MML Investors Services
28
MML Investors Services
Massachusetts
$703K
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$701K
SWM
30
Spire Wealth Management
Virginia
$697K
Jane Street
31
Jane Street
New York
$663K
CVA
32
Central Valley Advisors
California
$621K
VFPW
33
Vantage Financial Partners (Wisconsin)
Wisconsin
$592K
PW
34
Paladin Wealth
Minnesota
$548K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$519K
NA
36
NewEdge Advisors
Louisiana
$509K
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$484K
AWM
38
AE Wealth Management
Kansas
$446K
GS
39
GWN Securities
Florida
$414K
SS
40
Sunbelt Securities
Texas
$402K
HI
41
Harbour Investments
Wisconsin
$397K
MW
42
Maia Wealth
Colorado
$395K
LSA
43
Lion Street Advisors
Texas
$385K
BFA
44
Beacon Financial Advisory
Ohio
$342K
SB
45
Strategic Blueprint
Georgia
$326K
KWM
46
Kingsview Wealth Management
Oregon
$318K
PFA
47
Plotkin Financial Advisors
Maryland
$315K
CRWM
48
Castle Rock Wealth Management
California
$306K
TSW
49
Three Seasons Wealth
Utah
$300K
TCM
50
Triumph Capital Management
Colorado
$293K