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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

86 hedge funds and large institutions have $127M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

158% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 12

50% more capital invested

Capital invested by funds: $84.8M → $127M (+$42.4M)

39% more funds holding

Funds holding: 6286 (+24)

4.66% more ownership

Funds ownership: 52.36%57.01% (+4.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
86
Holders Change
+24
Holders Change %
+38.71%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
28
Increased
31
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Beacon Financial Advisory
Ohio
$365K +$354K +14,207 New
LSA
52
Lion Street Advisors
Texas
$340K +$76.7K +3,080 +30%
APW
53
Atlantic Private Wealth
North Carolina
$291K +$149K +5,969 +111%
PCA
54
Prosperity Capital Advisors
Ohio
$277K
CRWM
55
Castle Rock Wealth Management
California
$271K
TSW
56
Three Seasons Wealth
Utah
$268K +$448 +18 +0.2%
MAM
57
Milestone Asset Management
Pennsylvania
$260K +$21.7K +871 +9%
FA
58
Fermata Advisors
California
$255K +$248K +9,945 New
IA
59
IFG Advisory
Georgia
$243K +$236K +9,460 New
CW
60
CreativeOne Wealth
Kansas
$231K +$225K +9,018 New
FCFC
61
First Commonwealth Financial Corp
Pennsylvania
$220K
SWA
62
Stratos Wealth Advisors
Ohio
$216K +$210K +8,424 New
SOS
63
Silver Oak Securities
Tennessee
$215K +$208K +8,357 New
AWM
64
Accurate Wealth Management
Florida
$213K
Truist Financial
65
Truist Financial
North Carolina
$209K +$202K +8,123 New
AWS
66
Atria Wealth Solutions
New York
$206K +$200K +8,028 New
TA
67
TKG Advisors
Indiana
$205K +$199K +8,000 New
CIAS
68
Capital Investment Advisory Services
North Carolina
$180K
AAP
69
Arax Advisory Partners
Colorado
$111K -$102K -4,100 -49%
Osaic Holdings
70
Osaic Holdings
Arizona
$104K -$270K -10,854 -73%
AF
71
Advisornet Financial
Minnesota
$103K +$100K +4,020 New
TWM
72
Tradition Wealth Management
Minnesota
$103K +$74.8K +3,005 +301%
PS
73
Principal Securities
Iowa
$103K +$99.6K +4,000 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$101K -$467K -18,754 -83%
IA
75
IFP Advisors
Florida
$77K