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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

92 hedge funds and large institutions have $130M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

15% more funds holding

Funds holding: 8092 (+12)

5% more capital invested

Capital invested by funds: $123M → $130M (+$6.73M)

5.48% more ownership

Funds ownership: 73.41%78.89% (+5.5%)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
11
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWMO
51
Integrated Wealth Management (Ohio)
Ohio
$311K +$310K +10,515 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$305K +$15.5K +525 +5%
OFS
53
Opus Financial Solutions
Illinois
$303K +$302K +10,246 New
AWA
54
A4 Wealth Advisors
North Carolina
$299K -$373K -12,686 -56%
TWM
55
Tradition Wealth Management
Minnesota
$299K
PG
56
Prostatis Group
Maryland
$287K +$30.2K +1,026 +12%
PHWM
57
Pine Harbor Wealth Management
Maryland
$285K
MA
58
Mutual Advisors
Nebraska
$255K
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$249K
SPC
60
Sigma Planning Corp
Michigan
$247K
HI
61
Harbour Investments
Wisconsin
$246K -$39.9K -1,354 -14%
BW
62
BIP Wealth
Georgia
$243K +$241K +8,200 New
FA
63
FSA Advisors
Michigan
$240K +$239K +8,126 New
SWM
64
Selby Wealth Management
California
$227K +$226K +7,680 New
KCM
65
Key Capital Management
Tennessee
$213K +$211K +7,183 New
CA
66
Centennial Advisors
Texas
$206K +$205K +6,974 New
AWA
67
Amplius Wealth Advisors
Pennsylvania
$204K
Ameriprise
68
Ameriprise
Minnesota
$201K +$200K +6,801 New
FNWA
69
Financial Network Wealth Advisors
Utah
$142K
IA
70
IFP Advisors
Florida
$141K +$2.09K +71 +2%
AF
71
Advisornet Financial
Minnesota
$119K
CIAS
72
Capital Investment Advisory Services
North Carolina
$118K
JP Morgan Chase
73
JP Morgan Chase
New York
$116K -$58.6K -1,992 -34%
CF
74
Centaurus Financial
California
$115K
RRA
75
Red Reef Advisors
Florida
$112K +$112K +3,788 New