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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

78 hedge funds and large institutions have $116M 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, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.89% more ownership

Funds ownership: 73%75.89% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $124M → $116M (-$7.19M)

6% less funds holding

Funds holding: 8378 (-5)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

73% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 33

Holders
78
Holders Change
-5
Holders Change %
-6.02%
% 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
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
Triumph Capital Management
Colorado
$293K +$26.1K +926 +10%
IA
52
IFG Advisory
Georgia
$291K +$286K +10,160 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$281K
JP Morgan Chase
54
JP Morgan Chase
New York
$269K -$17.6K -623 -6%
AWA
55
Amplius Wealth Advisors
Pennsylvania
$242K
SPC
56
Sigma Planning Corp
Michigan
$239K
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$209K
Barclays
58
Barclays
United Kingdom
$198K -$7.41K -263 -4%
Raymond James Financial
59
Raymond James Financial
Florida
$157K +$155K +5,488 New
WTFG
60
Wood Tarver Financial Group
Idaho
$143K
IA
61
IFP Advisors
Florida
$133K -$26.9K -955 -17%
AF
62
Advisornet Financial
Minnesota
$115K
CIAS
63
Capital Investment Advisory Services
North Carolina
$115K
CF
64
Centaurus Financial
California
$112K -$1.11M -39,454 -91%
CA
65
CoreCap Advisors
Michigan
$95.8K
IMC
66
Investment Management Corporation
Virginia
$66.5K
Morgan Stanley
67
Morgan Stanley
New York
$44.4K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$43K +$42.3K +1,500 New
FNWA
69
Financial Network Wealth Advisors
Utah
$38.2K -$2.82K -100 -7%
CAL
70
Capital Analysts LLC
Pennsylvania
$15K
PA
71
Parallel Advisors
California
$14.3K
AF
72
Allworth Financial
California
$12.9K +$12.7K +450 New
PS
73
Principal Securities
Iowa
$12.8K -$3.44K -122 -22%
MCM
74
MAI Capital Management
Ohio
$5.82K
SCM
75
Sterling Capital Management
North Carolina
$3.53K

TJUL Hedge Fund Activity: Q2 2025 in Review

78 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) for Q2 2025, worth a combined $116M — down 5.8% from $124M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of TJUL and 8 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 9 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.68M. The largest seller was Strategic Blueprint, cutting an estimated $4.44M.

  • 78 institutional investors held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) as of Q2 2025, down from 83 in Q1 2025.
  • Funds reported $116M of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 stock for Q2 2025, down 5.8% quarter-over-quarter.
  • 8 funds opened new Innovator Equity Defined Protection ETF - 2 Yr to July 2027 positions in Q2 2025 and 12 closed out, a net change of -4 holders.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 buyer in Q2 2025 was Old Mission Capital, an estimated $1.68M added.
  • The largest Innovator Equity Defined Protection ETF - 2 Yr to July 2027 seller in Q2 2025 was Strategic Blueprint, an estimated $4.44M sold.

Based on aggregated 13F filings for Q2 2025.