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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

91 hedge funds and large institutions have $128M 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, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

59% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$305K
OFS
52
Opus Financial Solutions
Illinois
$303K
AWA
53
A4 Wealth Advisors
North Carolina
$299K
TWM
54
Tradition Wealth Management
Minnesota
$299K
PG
55
Prostatis Group
Maryland
$287K
PHWM
56
Pine Harbor Wealth Management
Maryland
$285K
MA
57
Mutual Advisors
Nebraska
$255K
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$249K
SPC
59
Sigma Planning Corp
Michigan
$247K
HI
60
Harbour Investments
Wisconsin
$246K
BW
61
BIP Wealth
Georgia
$243K
FA
62
FSA Advisors
Michigan
$240K
SWM
63
Selby Wealth Management
California
$227K
KCM
64
Key Capital Management
Tennessee
$213K
CA
65
Centennial Advisors
Texas
$206K
AWA
66
Amplius Wealth Advisors
Pennsylvania
$204K
Ameriprise
67
Ameriprise
Minnesota
$201K
FNWA
68
Financial Network Wealth Advisors
Utah
$142K
IA
69
IFP Advisors
Florida
$141K
AF
70
Advisornet Financial
Minnesota
$119K
CIAS
71
Capital Investment Advisory Services
North Carolina
$118K
JP Morgan Chase
72
JP Morgan Chase
New York
$116K
CF
73
Centaurus Financial
California
$115K
RRAL
74
RED REEF ADVISORS LLC
Florida
$112K
LAS
75
Lloyd Advisory Services
Georgia
$110K