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Innovator Equity Defined Protection ETF - 2 Yr to July 2027

92 hedge funds and large institutions have $153M invested in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

20% more capital invested

Capital invested by funds: $127M → $153M (+$25.5M)

7.63% more ownership

Funds ownership: 57.01%64.64% (+7.6%)

7% more funds holding

Funds holding: 8692 (+6)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
25
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CoreCap Advisors
Michigan
$141K +$139K +5,362 New
AAP
77
Arax Advisory Partners
Colorado
$114K
PS
78
Principal Securities
Iowa
$108K +$3.17K +122 +3%
Osaic Holdings
79
Osaic Holdings
Arizona
$106K
AF
80
Advisornet Financial
Minnesota
$106K
IA
81
IFP Advisors
Florida
$78.9K
Morgan Stanley
82
Morgan Stanley
New York
$70.4K +$69.4K +2,674 New
CFGS
83
Concourse Financial Group Securities
Alabama
$61.7K +$6.18K +238 +11%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$34.2K
UBS Group
85
UBS Group
Switzerland
$15.7K +$15.5K +596 New
CAL
86
Capital Analysts LLC
Pennsylvania
$14K
PA
87
Parallel Advisors
California
$13.2K
SPIA
88
Steward Partners Investment Advisory
New York
$10.6K
BFEC
89
Benjamin F. Edwards & Company
Missouri
$7K
AssetMark Inc
90
AssetMark Inc
California
$5.53K +$5.45K +210 New
CPA
91
Clear Point Advisors
New York
$2.63K
GRP
92
Global Retirement Partners
California
$2.63K
WP
93
WealthPLAN Partners
Nebraska
-$556K -21,678 Closed
EWM
94
Executive Wealth Management
Michigan
-$532K -20,720 Closed
MAM
95
Milestone Asset Management
Pennsylvania
-$260K -10,147 Closed
IA
96
IFG Advisory
Georgia
-$243K -9,460 Closed
TWM
97
Tradition Wealth Management
Minnesota
-$103K -4,005 Closed
ASN
98
Advisory Services Network
Georgia
-$26.3K -1,026 Closed
AWM
99
Abound Wealth Management
Tennessee
-$617 -24 Closed