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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

90 hedge funds and large institutions have $153M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
9
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LSA
51
Lion Street Advisors
Texas
$373K 13,435
BIM
52
Bullseye Investment Management
Ohio
$371K 13,369 -53,313 -80%
LPL Financial
53
LPL Financial
California
$364K 13,119 +13,119 New
BFWM
54
Bright Futures Wealth Management
New York
$364K 12,967 -1,127 -8%
BFA
55
Beacon Financial Advisory
Ohio
$331K 11,930
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$322K 11,594 -1,918 -14%
APW
57
Atlantic Private Wealth
North Carolina
$315K 11,326
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$303K 10,917 +10,917 New
PHWM
59
Pine Harbor Wealth Management
Maryland
$301K 10,846 -1,220 -10%
CRWM
60
Castle Rock Wealth Management
California
$299K 10,625
TSW
61
Three Seasons Wealth
Utah
$290K 10,452
FA
62
Fermata Advisors
California
$276K 9,945
AWM
63
Accurate Wealth Management
Florida
$257K 9,243
PCA
64
Prosperity Capital Advisors
Ohio
$236K 8,508 -2,527 -23%
AWA
65
Amplius Wealth Advisors
Pennsylvania
$233K 8,377 -3,379 -29%
SPC
66
Sigma Planning Corp
Michigan
$232K 8,337
CW
67
CreativeOne Wealth
Kansas
$226K 8,130
AWS
68
Atria Wealth Solutions
New York
$223K 8,028
SWA
69
Stratos Wealth Advisors
Ohio
$217K 7,820 -907 -10%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$203K 7,300
Barclays
71
Barclays
United Kingdom
$200K 7,202 +7,152 +14,304%
IA
72
IFP Advisors
Florida
$156K 5,600 -600 -10%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$153K 5,525 -7,236 -57%
WTFG
74
Wood Tarver Financial Group
Idaho
$138K 4,988 +4,988 New
IMC
75
Investment Management Corporation
Virginia
$133K 4,800 +4,800 New