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Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL

Overview Fund Activity

91 hedge funds and large institutions have $152M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.32%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
25
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$34.3M
2
AGA
2
Accuvest Global Advisors
Utah
$4.59M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.21M
4
FD
4
Financial Designs
California
$2.25M
5
SB
5
Strategic Blueprint
Georgia
$5.18M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$381K
2
BIM
2
Bullseye Investment Management
Ohio
$3.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$318K
4
KWM
4
Kingsview Wealth Management
Oregon
$989K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
JWBC
51
John W. Brooker & Co
California
$478K 18,175 – –
PFA
52
Plotkin Financial Advisors
Maryland
$464K 17,639 -2,850 -14%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$460K 17,488 +17,488 New
SS
54
Sunbelt Securities
Texas
$420K 15,950 -800 -5%
SAG
55
SageView Advisory Group
California
$381K 16,022 -108,964 -87%
BFWM
56
Bright Futures Wealth Management
New York
$356K 13,283 +13,283 New
LSA
57
Lion Street Advisors
Texas
$340K 13,260 – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$326K 12,399 +8,479 +216%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$318K 12,075 -44,167 -79%
BFA
60
Beacon Financial Advisory
Ohio
$314K 11,930 -2,277 -16%
SPC
61
Sigma Planning Corp
Michigan
$313K 11,882 +11,882 New
APW
62
Atlantic Private Wealth
North Carolina
$298K 11,326 – –
CRWM
63
Castle Rock Wealth Management
California
$276K 10,625 – –
CW
64
CreativeOne Wealth
Kansas
$275K 10,460 +1,442 +16%
TSW
65
Three Seasons Wealth
Utah
$274K 10,452 – –
FA
66
Fermata Advisors
California
$262K 9,945 – –
AWM
67
Accurate Wealth Management
Florida
$245K 9,418 +1,138 +14%
SWA
68
Stratos Wealth Advisors
Ohio
$230K 8,727 +303 +4%
FCFC
69
First Commonwealth Financial Corp
Pennsylvania
$225K 8,561 – –
SOS
70
Silver Oak Securities
Tennessee
$218K 8,269 -88 -1%
Truist Financial
71
Truist Financial
North Carolina
$214K 8,123 – –
AWS
72
Atria Wealth Solutions
New York
$211K 8,028 – –
TA
73
TKG Advisors
Indiana
$210K 8,000 – –
CIAS
74
Capital Investment Advisory Services
North Carolina
$184K 7,000 – –
CA
75
CoreCap Advisors
Michigan
$141K 5,362 +5,362 New
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