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Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL

86 hedge funds and large institutions have $127M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

158% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 12

50% more capital invested

Capital invested by funds: $84.8M → $127M (+$42.4M)

39% more funds holding

Funds holding: 62 → 86 (+24)

4.66% more ownership

Funds ownership: 52.36% → 57.01% (+4.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
86
Holders Change
+24
Holders Change %
+38.71%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
28
Increased
31
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
Amplius Wealth Advisors
Pennsylvania
+$22.4M
2
SAG
SageView Advisory Group
California
+$3.11M
3
AWM
AE Wealth Management
Kansas
+$1.99M
4
SB
Strategic Blueprint
Georgia
+$1.87M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.7M

Top Sellers

1
AGA
Accuvest Global Advisors
Utah
-$3.99M
2
Jane Street
Jane Street
New York
-$2.4M
3
BIM
Bullseye Investment Management
Ohio
-$2.13M
4
PG
Prostatis Group
Maryland
-$474K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$54.1K +$17.2K +691 +49%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$33.4K +$12.4K +500 +63%
ASN
78
Advisory Services Network
Georgia
$26.3K +$25.5K +1,026 New
HNB
79
Huntington National Bank
Ohio
$23.4K – – –
CAL
80
Capital Analysts LLC
Pennsylvania
$13K – – –
PA
81
Parallel Advisors
California
$12.8K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$10.3K +$10K +403 New
BFEC
83
Benjamin F. Edwards & Company
Missouri
$7K – – –
SAG
84
SageView Advisory Group
California
$4.82K +$3.11M +124,986 New
GRP
85
Global Retirement Partners
California
$2.57K – – –
CPA
86
Clear Point Advisors
New York
$2.57K +$2.49K +100 New
AWM
87
Abound Wealth Management
Tennessee
$617 +$598 +24 New
AGA
88
Accuvest Global Advisors
Utah
– -$3.99M -163,502 Closed
Jane Street
89
Jane Street
New York
– -$2.4M -98,231 Closed
SPC
90
Sigma Planning Corp
Michigan
– -$315K -12,882 Closed
WE
91
Wealth Effects
Massachusetts
– -$221K -9,035 Closed
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