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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

92 hedge funds and large institutions have $153M 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, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $127M → $153M (+$25.5M)

7.63% more ownership

Funds ownership: 57.01%64.64% (+7.6%)

7% more funds holding

Funds holding: 8692 (+6)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.33%
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
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$506K +$499K +19,230 New
JWBC
52
John W. Brooker & Co
California
$478K
PFA
53
Plotkin Financial Advisors
Maryland
$464K -$74K -2,850 -14%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$460K +$454K +17,488 New
SS
55
Sunbelt Securities
Texas
$420K -$20.8K -800 -5%
SAG
56
SageView Advisory Group
California
$381K -$2.83M -108,964 -87%
BFWM
57
Bright Futures Wealth Management
New York
$356K +$345K +13,283 New
LSA
58
Lion Street Advisors
Texas
$340K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$326K +$220K +8,479 +216%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$318K -$1.15M -44,167 -79%
BFA
61
Beacon Financial Advisory
Ohio
$314K -$59.1K -2,277 -16%
SPC
62
Sigma Planning Corp
Michigan
$313K +$308K +11,882 New
APW
63
Atlantic Private Wealth
North Carolina
$298K
CRWM
64
Castle Rock Wealth Management
California
$276K
CW
65
CreativeOne Wealth
Kansas
$275K +$37.4K +1,442 +16%
TSW
66
Three Seasons Wealth
Utah
$274K
FA
67
Fermata Advisors
California
$262K
AWM
68
Accurate Wealth Management
Florida
$245K +$29.5K +1,138 +14%
SWA
69
Stratos Wealth Advisors
Ohio
$230K +$7.87K +303 +4%
FCFC
70
First Commonwealth Financial Corp
Pennsylvania
$225K
SOS
71
Silver Oak Securities
Tennessee
$218K -$2.29K -88 -1%
Truist Financial
72
Truist Financial
North Carolina
$214K
AWS
73
Atria Wealth Solutions
New York
$211K
TA
74
TKG Advisors
Indiana
$210K
CIAS
75
Capital Investment Advisory Services
North Carolina
$184K