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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

77 hedge funds and large institutions have $114M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
9
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
IFG Advisory
Georgia
$291K +$291K +10,160 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$281K
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$269K -$17.9K -623 -6%
AWA
54
Amplius Wealth Advisors
Pennsylvania
$242K
SPC
55
Sigma Planning Corp
Michigan
$239K
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$209K
Barclays
57
Barclays
United Kingdom
$198K -$7.55K -263 -4%
Raymond James Financial
58
Raymond James Financial
Florida
$157K +$157K +5,488 New
WTFG
59
Wood Tarver Financial Group
Idaho
$143K
IA
60
IFP Advisors
Florida
$133K -$27.4K -955 -17%
AF
61
Advisornet Financial
Minnesota
$115K
CIAS
62
Capital Investment Advisory Services
North Carolina
$115K
CF
63
Centaurus Financial
California
$112K -$1.13M -39,454 -91%
CA
64
CoreCap Advisors
Michigan
$95.8K
IMC
65
Investment Management Corporation
Virginia
$66.5K
Morgan Stanley
66
Morgan Stanley
New York
$44.4K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$43K +$43K +1,500 New
FNWA
68
Financial Network Wealth Advisors
Utah
$38.2K -$2.87K -100 -7%
CAL
69
Capital Analysts LLC
Pennsylvania
$15K
PA
70
Parallel Advisors
California
$14.3K
AF
71
Allworth Financial
California
$12.9K +$12.9K +450 New
PS
72
Principal Securities
Iowa
$12.8K -$3.5K -122 -22%
MCM
73
MAI Capital Management
Ohio
$5.82K
SCM
74
Sterling Capital Management
North Carolina
$3.53K
GRP
75
Global Retirement Partners
California
$2.87K +$2.87K +100 New