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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

82 hedge funds and large institutions have $122M 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, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-8
Holders Change %
-8.89%
% 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
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
51
Kingsview Wealth Management
Oregon
$311K -$126K -4,505 -29%
PG
52
Prostatis Group
Maryland
$309K -$281K -10,022 -48%
CRWM
53
Castle Rock Wealth Management
California
$298K
TSW
54
Three Seasons Wealth
Utah
$293K
PHWM
55
Pine Harbor Wealth Management
Maryland
$291K -$13K -464 -4%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$281K +$126K +4,489 +81%
FA
57
Fermata Advisors
California
$279K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$275K -$50.5K -1,800 -16%
TCM
59
Triumph Capital Management
Colorado
$261K +$261K +9,288 New
Citadel Advisors
60
Citadel Advisors
Florida
$239K -$256K -9,116 -52%
AWA
61
Amplius Wealth Advisors
Pennsylvania
$237K +$1.54K +55 +0.7%
SPC
62
Sigma Planning Corp
Michigan
$234K
SWA
63
Stratos Wealth Advisors
Ohio
$219K
AWM
64
Accurate Wealth Management
Florida
$205K -$49.6K -1,800 -19%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$205K
Barclays
66
Barclays
United Kingdom
$201K -$1.09K -39 -0.5%
IA
67
IFP Advisors
Florida
$157K
WTFG
68
Wood Tarver Financial Group
Idaho
$140K
AF
69
Advisornet Financial
Minnesota
$113K
CIAS
70
Capital Investment Advisory Services
North Carolina
$112K
CA
71
CoreCap Advisors
Michigan
$93.7K -$32.5K -1,160 -26%
IMC
72
Investment Management Corporation
Virginia
$65K -$69.7K -2,483 -52%
Morgan Stanley
73
Morgan Stanley
New York
$43.4K
FNWA
74
Financial Network Wealth Advisors
Utah
$40.2K +$40.2K +1,431 New
APW
75
Atlantic Private Wealth
North Carolina
$39.7K -$278K -9,912 -88%