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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
OFS
51
Opus Financial Solutions
Illinois
$303K
AWA
52
A4 Wealth Advisors
North Carolina
$299K
TWM
53
Tradition Wealth Management
Minnesota
$299K
PG
54
Prostatis Group
Maryland
$287K
PHWM
55
Pine Harbor Wealth Management
Maryland
$285K
MA
56
Mutual Advisors
Nebraska
$255K
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$249K
SPC
58
Sigma Planning Corp
Michigan
$247K
HI
59
Harbour Investments
Wisconsin
$246K
BW
60
BIP Wealth
Georgia
$243K
FA
61
FSA Advisors
Michigan
$240K
SWM
62
Selby Wealth Management
California
$227K
KCM
63
Key Capital Management
Tennessee
$213K
CA
64
Centennial Advisors
Texas
$206K
AWA
65
Amplius Wealth Advisors
Pennsylvania
$204K
Ameriprise
66
Ameriprise
Minnesota
$201K
FNWA
67
Financial Network Wealth Advisors
Utah
$142K
IA
68
IFP Advisors
Florida
$141K
AF
69
Advisornet Financial
Minnesota
$119K
CIAS
70
Capital Investment Advisory Services
North Carolina
$118K
JP Morgan Chase
71
JP Morgan Chase
New York
$116K
CF
72
Centaurus Financial
California
$115K
LAS
73
Lloyd Advisory Services
Georgia
$110K
CA
74
CoreCap Advisors
Michigan
$98.8K
KFAS
75
Keating Financial Advisory Services
Kansas
$79.7K