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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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

72% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 32

Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.71M
2 +$663K
3 +$444K
4
UBS Group
UBS Group
Switzerland
+$307K
5
IA
IFG Advisory
Georgia
+$291K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFG Advisory
Georgia
$291K
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$281K
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$269K
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
Raymond James Financial
58
Raymond James Financial
Florida
$157K
WTFG
59
Wood Tarver Financial Group
Idaho
$143K
IA
60
IFP Advisors
Florida
$133K
AF
61
Advisornet Financial
Minnesota
$115K
CIAS
62
Capital Investment Advisory Services
North Carolina
$115K
CF
63
Centaurus Financial
California
$112K
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
FNWA
68
Financial Network Wealth Advisors
Utah
$38.2K
CAL
69
Capital Analysts LLC
Pennsylvania
$15K
PA
70
Parallel Advisors
California
$14.3K
AF
71
Allworth Financial
California
$12.9K
PS
72
Principal Securities
Iowa
$12.8K
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