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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

79 hedge funds and large institutions have $121M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

2.41% less ownership

Funds ownership: 74.98%72.58% (-2.4%)

Holders
79
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
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
Farther Finance Advisors
California
$854K
HBS
27
Howard Bailey Securities
Indiana
$777K
VFPW
28
Vantage Financial Partners (Wisconsin)
Wisconsin
$752K
TF
29
Trek Financial
Arizona
$739K
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$735K
CAG
31
Csenge Advisory Group
Florida
$709K
LSPW
32
Lake Street Private Wealth
Illinois
$700K
MSFS
33
Main Street Financial Solutions
Pennsylvania
$694K
APW
34
Atlantic Private Wealth
North Carolina
$668K
AWA
35
A4 Wealth Advisors
North Carolina
$667K
SWM
36
Spire Wealth Management
Virginia
$664K
CVA
37
Central Valley Advisors
California
$634K
PW
38
Paladin Wealth
Minnesota
$598K
NA
39
NewEdge Advisors
Louisiana
$505K
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$471K
GS
41
GWN Securities
Florida
$437K
SIS
42
Sound Income Strategies
Florida
$428K
OMC
43
Old Mission Capital
Illinois
$399K
TSW
44
Three Seasons Wealth
Utah
$398K
MW
45
Maia Wealth
Colorado
$390K
BFA
46
Beacon Financial Advisory
Ohio
$349K
SS
47
Sunbelt Securities
Texas
$349K
CRWM
48
Castle Rock Wealth Management
California
$312K
TWM
49
Tradition Wealth Management
Minnesota
$296K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$287K