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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

83 hedge funds and large institutions have $124M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.06% less ownership

Funds ownership: 75.06%73% (-2.1%)

9% less funds holding

Funds holding: 9183 (-8)

20% less capital invested

Capital invested by funds: $155M → $124M (-$31.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

74% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 39

Holders
83
Holders Change
-8
Holders Change %
-8.79%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
10
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Beacon Financial Advisory
Ohio
$335K
KWM
52
Kingsview Wealth Management
Oregon
$311K -$126K -4,505 -29%
PG
53
Prostatis Group
Maryland
$309K -$281K -10,022 -48%
CRWM
54
Castle Rock Wealth Management
California
$298K
TSW
55
Three Seasons Wealth
Utah
$293K
PHWM
56
Pine Harbor Wealth Management
Maryland
$291K -$13K -464 -4%
JP Morgan Chase
57
JP Morgan Chase
New York
$281K +$126K +4,489 +81%
FA
58
Fermata Advisors
California
$279K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$275K -$50.4K -1,800 -16%
TCM
60
Triumph Capital Management
Colorado
$261K +$260K +9,288 New
Citadel Advisors
61
Citadel Advisors
Florida
$239K -$255K -9,116 -52%
AWA
62
Amplius Wealth Advisors
Pennsylvania
$237K +$1.54K +55 +0.7%
SPC
63
Sigma Planning Corp
Michigan
$234K
SWA
64
Stratos Wealth Advisors
Ohio
$219K
AWM
65
Accurate Wealth Management
Florida
$205K -$50.4K -1,800 -19%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$205K
Barclays
67
Barclays
United Kingdom
$201K -$1.09K -39 -0.5%
IA
68
IFP Advisors
Florida
$157K
WTFG
69
Wood Tarver Financial Group
Idaho
$140K
AF
70
Advisornet Financial
Minnesota
$113K
CIAS
71
Capital Investment Advisory Services
North Carolina
$112K
CA
72
CoreCap Advisors
Michigan
$93.7K -$32.5K -1,160 -26%
IMC
73
Investment Management Corporation
Virginia
$65K -$69.5K -2,483 -52%
Morgan Stanley
74
Morgan Stanley
New York
$43.4K
FNWA
75
Financial Network Wealth Advisors
Utah
$40.2K +$40.1K +1,431 New