Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
80 hedge funds and large institutions have $123M 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, 25 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
6% more capital invested
Capital invested by funds: $116M → $123M (+$6.5M)
3% more funds holding
Funds holding: 78 → 80 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 25
2.48% less ownership
Funds ownership: 75.89% → 73.41% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.72M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.45M |
| 3 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
+$1.01M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$856K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$813K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.18M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.33M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$964K |
| 4 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$941K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$830K |
TJUL Hedge Fund Activity: Q3 2025 in Review
80 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) for Q3 2025, worth a combined $123M — up 5.6% from $116M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TJUL positions and 11 closed out — a net gain of 2 holders — while 24 added to existing stakes and 25 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $2.72M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.18M.
- 80 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) as of Q3 2025, up from 78 in Q2 2025.
- Funds reported $123M of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 stock for Q3 2025, up 5.6% quarter-over-quarter.
- 13 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2027 positions in Q3 2025 and 11 closed out, a net change of +2 holders.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 buyer in Q3 2025 was Brookstone Capital Management, an estimated $2.72M added.
- The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 seller in Q3 2025 was Commonwealth Equity Services, an estimated $2.18M sold.
Based on aggregated 13F filings for Q3 2025.