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

Overview Fund Activity

89 hedge funds and large institutions have $132M 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, 36 reducing their positions, and 3 closing their positions.

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.29%
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
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RVPG
1
Relative Value Partners Group
$1.08M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$471K
3
KAS
3
Kestra Advisory Services
Texas
$2.8M
4
IA
4
IFG Advisory
Georgia
$288K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$364K

Top Sellers

1
AGA
1
Accuvest Global Advisors
Utah
$0
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$32.2M
3
BIM
3
Bullseye Investment Management
Ohio
$1M
4
FD
4
Financial Designs
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$364K +$256K +9,541 +236%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$362K -$710K -26,499 -66%
LSA
53
Lion Street Advisors
Texas
$360K +$4.69K +175 +1%
PCA
54
Prosperity Capital Advisors
Ohio
$340K -$976K -36,446 -74%
BFA
55
Beacon Financial Advisory
Ohio
$319K – – –
APW
56
Atlantic Private Wealth
North Carolina
$303K – – –
IA
57
IFG Advisory
Georgia
$288K +$288K +10,760 New
CRWM
58
Castle Rock Wealth Management
California
$285K – – –
TSW
59
Three Seasons Wealth
Utah
$280K – – –
OMC
60
Old Mission Capital
Illinois
$274K -$482K -17,982 -64%
FA
61
Fermata Advisors
California
$266K – – –
SPC
62
Sigma Planning Corp
Michigan
$263K -$54.8K -2,045 -17%
SOS
63
Silver Oak Securities
Tennessee
$259K +$37.8K +1,413 +17%
AWM
64
Accurate Wealth Management
Florida
$249K -$4.72K -175 -2%
SWA
65
Stratos Wealth Advisors
Ohio
$234K – – –
FCFC
66
First Commonwealth Financial Corp
Pennsylvania
$229K – – –
CW
67
CreativeOne Wealth
Kansas
$224K -$56K -2,092 -20%
Truist Financial
68
Truist Financial
North Carolina
$218K – – –
AWS
69
Atria Wealth Solutions
New York
$215K – – –
TA
70
TKG Advisors
Indiana
$214K – – –
CIAS
71
Capital Investment Advisory Services
North Carolina
$187K – – –
CA
72
CoreCap Advisors
Michigan
$144K – – –
PS
73
Principal Securities
Iowa
$110K – – –
AF
74
Advisornet Financial
Minnesota
$108K – – –
AAP
75
Arax Advisory Partners
Colorado
$93.3K -$22.7K -846 -20%
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