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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

90 hedge funds and large institutions have $133M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 37 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2% less funds holding

Funds holding: 9290 (-2)

3.97% less ownership

Funds ownership: 64.64%60.67% (-4%)

13% less capital invested

Capital invested by funds: $153M → $133M (-$19.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

68% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 37

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
5
Increased
12
Reduced
37
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$380K -$239K -9,048 -39%
Osaic Holdings
52
Osaic Holdings
Arizona
$364K +$252K +9,541 +236%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$362K -$700K -26,499 -66%
LSA
54
Lion Street Advisors
Texas
$360K +$4.62K +175 +1%
PCA
55
Prosperity Capital Advisors
Ohio
$340K -$962K -36,446 -74%
BFA
56
Beacon Financial Advisory
Ohio
$319K
APW
57
Atlantic Private Wealth
North Carolina
$303K
IA
58
IFG Advisory
Georgia
$288K +$284K +10,760 New
CRWM
59
Castle Rock Wealth Management
California
$285K
TSW
60
Three Seasons Wealth
Utah
$280K
OMC
61
Old Mission Capital
Illinois
$274K -$475K -17,982 -64%
FA
62
Fermata Advisors
California
$266K
SPC
63
Sigma Planning Corp
Michigan
$263K -$54K -2,045 -17%
SOS
64
Silver Oak Securities
Tennessee
$259K +$37.3K +1,413 +17%
AWM
65
Accurate Wealth Management
Florida
$249K -$4.62K -175 -2%
SWA
66
Stratos Wealth Advisors
Ohio
$234K
FCFC
67
First Commonwealth Financial Corp
Pennsylvania
$229K
CW
68
CreativeOne Wealth
Kansas
$224K -$55.2K -2,092 -20%
Truist Financial
69
Truist Financial
North Carolina
$218K
AWS
70
Atria Wealth Solutions
New York
$215K
TA
71
TKG Advisors
Indiana
$214K
CIAS
72
Capital Investment Advisory Services
North Carolina
$187K
CA
73
CoreCap Advisors
Michigan
$144K
PS
74
Principal Securities
Iowa
$110K
AF
75
Advisornet Financial
Minnesota
$108K