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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

82 hedge funds and large institutions have $86.7M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 9282 (-10)

17.04% less ownership

Funds ownership: 78.89%61.85% (-17%)

33% less capital invested

Capital invested by funds: $130M → $86.7M (-$42.8M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

72% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 39

Holders
82
Holders Change
-10
Holders Change %
-10.87%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
11
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
26
Atlantic Private Wealth
North Carolina
$669K
SWM
27
Spire Wealth Management
Virginia
$666K +$30 +1 +0%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$648K -$90.6K -3,059 -12%
HBS
29
Howard Bailey Securities
Indiana
$641K +$20.1K +678 +3%
CVA
30
Central Valley Advisors
California
$636K
TW
31
Tempo Wealth
Ohio
$627K -$131K -4,414 -17%
Raymond James Financial
32
Raymond James Financial
Florida
$535K -$392K -13,249 -42%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$476K +$231K +7,800 +93%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$473K
IA
35
Integrity Alliance
Iowa
$460K -$342K -11,547 -42%
GS
36
GWN Securities
Florida
$443K -$2.99K -101 -0.7%
SIS
37
Sound Income Strategies
Florida
$421K -$8.27K -279 -2%
TSW
38
Three Seasons Wealth
Utah
$399K
MW
39
Maia Wealth
Colorado
$379K
NA
40
NewEdge Advisors
Louisiana
$352K -$141K -4,750 -28%
BFA
41
Beacon Financial Advisory
Ohio
$350K
SS
42
Sunbelt Securities
Texas
$350K
JP Morgan Chase
43
JP Morgan Chase
New York
$350K +$239K +8,065 +206%
CRWM
44
Castle Rock Wealth Management
California
$311K -$1.81K -61 -0.6%
IWMO
45
Integrated Wealth Management (Ohio)
Ohio
$302K -$6.37K -215 -2%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$298K +$281K +9,492 +1,436%
TWM
47
Tradition Wealth Management
Minnesota
$296K
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$288K -$15.6K -525 -5%
PHWM
49
Pine Harbor Wealth Management
Maryland
$276K -$6.9K -233 -2%
PG
50
Prostatis Group
Maryland
$271K -$13.6K -459 -5%