We are live on ! Find out more
TJUL icon

Innovator Equity Defined Protection ETF - 2 Yr to July 2027

91 hedge funds and large institutions have $155M 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, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 8991 (+2)

4% more capital invested

Capital invested by funds: $149M → $155M (+$5.38M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12.33% less ownership

Funds ownership: 87.39%75.06% (-12%)

78% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 41

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% 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
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
AssuredPartners Investment Advisors
Florida
$382K +$381K +13,773 New
LSA
52
Lion Street Advisors
Texas
$373K
BIM
53
Bullseye Investment Management
Ohio
$371K -$1.47M -53,313 -80%
LPL Financial
54
LPL Financial
California
$364K +$362K +13,119 New
BFWM
55
Bright Futures Wealth Management
New York
$364K -$31.1K -1,127 -8%
BFA
56
Beacon Financial Advisory
Ohio
$331K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$322K -$53K -1,918 -14%
APW
58
Atlantic Private Wealth
North Carolina
$315K
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$303K +$302K +10,917 New
PHWM
60
Pine Harbor Wealth Management
Maryland
$301K -$33.7K -1,220 -10%
CRWM
61
Castle Rock Wealth Management
California
$299K
TSW
62
Three Seasons Wealth
Utah
$290K
FA
63
Fermata Advisors
California
$276K
AWM
64
Accurate Wealth Management
Florida
$257K
PCA
65
Prosperity Capital Advisors
Ohio
$236K -$69.8K -2,527 -23%
AWA
66
Amplius Wealth Advisors
Pennsylvania
$233K -$93.4K -3,379 -29%
SPC
67
Sigma Planning Corp
Michigan
$232K
CW
68
CreativeOne Wealth
Kansas
$226K
AWS
69
Atria Wealth Solutions
New York
$223K
SWA
70
Stratos Wealth Advisors
Ohio
$217K -$25.1K -907 -10%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$203K
Barclays
72
Barclays
United Kingdom
$200K +$198K +7,152 +14,304%
IA
73
IFP Advisors
Florida
$156K -$16.6K -600 -10%
JP Morgan Chase
74
JP Morgan Chase
New York
$153K -$200K -7,236 -57%
WTFG
75
Wood Tarver Financial Group
Idaho
$138K +$138K +4,988 New