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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

89 hedge funds and large institutions have $128M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

59% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
TWL
26
Tempo Wealth, LLC
Ohio
$763K
VFPW
27
Vantage Financial Partners (Wisconsin)
Wisconsin
$759K
TF
28
Trek Financial
Arizona
$746K
CAG
29
Csenge Advisory Group
Florida
$745K
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$744K
Citadel Advisors
31
Citadel Advisors
Florida
$717K
MSFS
32
Main Street Financial Solutions
Pennsylvania
$702K
APW
33
Atlantic Private Wealth
North Carolina
$675K
SWM
34
Spire Wealth Management
Virginia
$671K
CVA
35
Central Valley Advisors
California
$641K
HBS
36
Howard Bailey Securities
Indiana
$626K
PW
37
Paladin Wealth
Minnesota
$582K
NA
38
NewEdge Advisors
Louisiana
$496K
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$476K
GS
40
GWN Securities
Florida
$450K
SIS
41
Sound Income Strategies
Florida
$433K
TSW
42
Three Seasons Wealth
Utah
$402K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$386K
MW
44
Maia Wealth
Colorado
$382K
BFA
45
Beacon Financial Advisory
Ohio
$353K
SS
46
Sunbelt Securities
Texas
$353K
Goldman Sachs
47
Goldman Sachs
New York
$340K
CRWM
48
Castle Rock Wealth Management
California
$316K
IMC Chicago
49
IMC Chicago
Illinois
$312K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$305K