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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

89 hedge funds and large institutions have $149M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

26.72% more ownership

Funds ownership: 60.67%87.39% (+27%)

12% more capital invested

Capital invested by funds: $133M → $149M (+$16.3M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% less funds holding

Funds holding: 9089 (-1)

59% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 32

Holders
89
Holders Change
-1
Holders Change %
-1.11%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
13
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$398K -$19K -700 -5%
PFA
52
Plotkin Financial Advisors
Maryland
$394K -$80.8K -2,983 -17%
BFWM
53
Bright Futures Wealth Management
New York
$388K -$8.15K -301 -2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$371K -$54 -2 -0%
LSA
55
Lion Street Advisors
Texas
$369K
JP Morgan Chase
56
JP Morgan Chase
New York
$350K +$346K +12,761 New
PHWM
57
Pine Harbor Wealth Management
Maryland
$331K -$198K -7,326 -38%
BFA
58
Beacon Financial Advisory
Ohio
$327K
AWA
59
Amplius Wealth Advisors
Pennsylvania
$320K -$32.2M -1,189,380 -99%
APW
60
Atlantic Private Wealth
North Carolina
$311K
PCA
61
Prosperity Capital Advisors
Ohio
$303K -$44.6K -1,646 -13%
IA
62
IFG Advisory
Georgia
$295K
CRWM
63
Castle Rock Wealth Management
California
$291K
TSW
64
Three Seasons Wealth
Utah
$287K
FA
65
Fermata Advisors
California
$273K
AWM
66
Accurate Wealth Management
Florida
$254K
SWA
67
Stratos Wealth Advisors
Ohio
$239K
SPC
68
Sigma Planning Corp
Michigan
$229K -$40.6K -1,500 -15%
CW
69
CreativeOne Wealth
Kansas
$223K -$6.45K -238 -3%
AWS
70
Atria Wealth Solutions
New York
$220K
TA
71
TKG Advisors
Indiana
$220K
UBS Group
72
UBS Group
Switzerland
$210K +$203K +7,490 +4,595%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$200K +$198K +7,300 New
CIAS
74
Capital Investment Advisory Services
North Carolina
$192K
IA
75
IFP Advisors
Florida
$170K +$86.7K +3,200 +107%